SemiAnalysis. OpenAI-n u Anthropic-n gerum en arhestakan banakanutyan shukan

Arhestakan banaknutyan ardyunaberutyuny veracvel e OpenAI-i ev Anthropic-i mijev erkkomani mrcakcutyan, isk Google Alphabet Inc. ↘ 3.58%-y ijel e hingervord teghy, inchpes nshvum e hoktemberi 22-in SemiAnalysis kisaqarakhayin hetazotakan ynkerutyan hraparakvac nor qnnarkman mej.

Cragravorumn apahovum e ekamutneri atchy

Inchpes SemiAnalysis-i verlucabannery bnasgrecin vorpes apshecucich shrjadardz, OpenAI-n verakangnvel e tulacac arajin eramsyakic heto, erb thogarkec GPT-5.5 ev GPT-5.6 modelnery ir Codex cragravorman gorcakali het mektex, vory ayzhm uni aveli qan 8 milion aktiv ogtater. Ynkerutyan korporativ API-i ekamutnery ktruk atchel en, phoxelov sparoxakan ev korporativ ekamutneri haraberakcutyuny arajin eramsyaki 60/40-ic erkrord eramsyaki 40/60-i. OpenAI-um ev Anthropic-um amsakan zut nor tarekan sharunakakan ekamuty ayzhm gtnvum e hamarya havasar makardaki, nshum en verlucabannery ev hastatum parz duopolia Gradually AI+2.

Cragravorumn u cragrakayin tchartaragitutyuny dardzel en himnakan uxxutyuny, vory kazmum e arajatar laboratoriarneri API ekamutneri aveli qan 70 tokosy. Korporativ ogtaterery tarin mek andzi hashvov caxsum en minchev 100,000 dolar AI gorciqneri vra, isk API marzhy gerazancum e 85 tokosy. Ays cucanishn ognel e Anthropic-in erkrord eramsyakum stanal gorcacharakan shahuyt, isk errord eramsyaki GAAP shahuyty knaxatesvi aveli qan 1 miliard dolar 富途資訊+1.

Google-i hashvoghakan kapacutyunneri xndiry berum e kadreri artahosqi

Google-i ankyumy depi hingervord tegh kapvac e ayn karucvacqayin sxali het, vor ynkerutyuny storagrel er erkarazhamket TPU varcakalayin paymanagrer, ayd tvum minchev mek milion yoterord serndi Ironwood chorer Anthropic-in tramadrelu gorcarq, aranc hetqashman druytneri, voronq tuyl ktayin veradardznel hzorutyunnery sephakan modelneri marzman hamar. Nerqin resursneri xndiry drdel e mi sharq masnagetneri heranal Google DeepMind-ic, ayd tvum Transformer-i hamahinator Noam Shazeerin depi OpenAI ev Nobelyan mrcanakakir John Jumperin depi Anthropic hunisi 48 zhamva yntacqum. Chors lracucich avag hetazotox heracel en tas orva yntacqum, inchy Alphabet-in arji aveli qan 245 miliard dolar shukayakan arzheq mek arevtrayin nstashrjani yntacqum The Next Web+3.

Google-i lavaguyn hanrayin hasaneli motely, Gemini 3.5 Flash-y, ayzhm shat hetevmum e Anthropic-i, OpenAI-i ev ayloc arajarkneric Artificial Analysis Intelligence Index-um Blogger.

Shukan sharunakum e dzevavorvel

OpenAI-i naxagah Greg Brockman-y, vori derakatarutyuny laynacel e Fidji Simo-i heracumic heto, Bloomberg-in haytnel e hunisi 22-in, vor chinakan mrcakic Kimi K3-y anshusht mrcunak model e, mievnuyn zhamanak zgushacnelov, vor der vagh e aselu, te ardyoq distillacian der e xaxel dranq kataroxutyan mej. Naxkin harcazruycnerum Brockman-y nsel er, vor OpenAI-y 70-ic 80 tokosov mot e arhestakan yndhanur banakanutyany ev bnagrocel er ynkerutyan sharzh@ vorpes sharunakabar aragacox. SemiAnalysis-n el ir hertin zgushacrel e, vor Meta ↗ 1.02%-n karox e ancnol Google-ic vec amsva yntacqum, ete nerkayis nerdrumneri makardaky pahpanvi ev phoxi duopolian yerkkoxm mrcakcutyunic errordakan payqari FuTu News+3.