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OpenAI's ChatGPT is experiencing rapid growth. According to a recent report by The Information, ChatGPT's paid user base has surpassed 20 million in just three months, a nearly 30% increase from 15.5 million at the end of last year. This surge indicates a growing willingness among users to pay for the AI's capabilities in writing code, articles, providing health advice, and financial planning. Estimates suggest ChatGPT's monthly revenue currently reaches at least $415 million.

OpenAI is experiencing unprecedented demand, with revenue projected to reach $12.7 billion by 2025, more than double its $3.7 billion in 2023. The company's optimistic forecast extends beyond that, with projections exceeding $29.4 billion in revenue the following year. Since the launch of its ChatGPT chatbot, OpenAI has seen explosive growth and widespread adoption of its products. The company's rollout of various subscription services over the past two years has significantly contributed to this success.

Perplexity, an AI-powered search engine startup, recently announced that its annual revenue has surpassed $100 million. CEO Aravind Srinivas shared the news on LinkedIn, stating that Perplexity Pro reached this milestone after only 20 months and grew 6.3x in the past year, despite remaining "highly unmonetized." Image note: Image generated by AI, image licensing provided by Mid.

SenseTime released its annual financial report, showcasing the company's performance over the past year. Overall, SenseTime achieved revenue of RMB 3.77 billion in 2024, a year-on-year increase of 10.8%. The report highlights the exceptional performance of its generative AI business, which reached RMB 2.4 billion in revenue, representing a remarkable 103.1% year-on-year growth. This marks the second consecutive year of triple-digit growth for SenseTime's generative AI business. According to the report, generative AI revenue...

Zhihu recently released its Q4 2024 and full-year financial results. The data shows that Zhihu's annual revenue reached 3.6 billion yuan, a 14.3% decrease compared to last year. However, in Q4, Zhihu achieved a significant breakthrough, with revenue reaching 860 million yuan. Adjusted net profit was 97.1 million yuan, and operating profit was 23.1 million yuan, successfully achieving overall profitability. This marks the first time Zhihu has achieved overall profitability in a single quarter since its IPO.

In the field of artificial intelligence, Kuaishou's Keling AI is gradually emerging as a dark horse in video generation applications. According to the latest earnings call, Cheng Yixiao, founder and CEO of Kuaishou, revealed that since its launch in June last year, Keling AI's revenue has exceeded 100 million yuan, making it the largest commercially successful video generation AI application in China. Keling AI's strong functionality and early market entry have secured its position in the fiercely competitive AI market. Cheng Yixiao emphasized that with the continued development of AI...

AI startup Anthropic recently announced it will be focusing on enterprise customers to find new revenue streams. Product lead Mike Krieger revealed that Anthropic is preparing to launch a suite of new features targeted at the enterprise market, expected to cater to the specific AI application needs of large corporations. With the rapid advancement of AI technology, more and more businesses are recognizing the potential of AI to improve efficiency and drive innovation.

Oracle CEO Safra Catz said Monday that the company expects strong revenue growth in fiscal years 2026 and 2027, reflecting a surge in demand for advanced AI computing that shows no signs of slowing. Oracle projects a 15% revenue increase in fiscal 2026 and a 20% jump in fiscal 2027, according to LSEG data, exceeding analyst expectations. Image note: Image generated by AI.

Nvidia's revenue for the fiscal fourth quarter of 2025 reached $39.3 billion, a 78% increase year-over-year. Data center revenue was particularly strong, reaching $35.6 billion, a 93% year-over-year increase. Net income for the quarter reached $22.09 billion, an 80% year-over-year surge.

Online education company Chegg has filed a lawsuit in the U.S. District Court for the District of Columbia, accusing Google of harming its traffic and revenue through its AI-powered search result summaries. Chegg alleges Google's actions constitute unfair competition, including reciprocal dealing, monopolization, and unjust enrichment. The lawsuit claims Google coerces companies into providing content for favorable placement in Google Search, arguing this is an abuse of its search dominance.

Lenovo Group's Q3 2024 fiscal report shows that the company achieved revenue of 135.1 billion RMB, a year-on-year increase of 20%; net profit reached 4.98 billion RMB, up 106% year-on-year. Alongside delivering impressive performance results, Lenovo also announced significant advancements in its AI strategy. As the first in the world, Lenovo will deploy the DeepSeek large model locally on AI PCs. Previously, the Xiao Tian personal intelligent agent within Lenovo's Tianxi personal intelligent system (Tianxi AS) had already completed networking with DeepSeek-R1.

Today, Baidu officially released its financial report for the fourth quarter and the entire year ended December 31, 2024. The data shows that in the fourth quarter of 2024, Baidu achieved revenue of 34.1 billion yuan, a year-on-year decline of 2%; total annual revenue reached 133.1 billion yuan, down 1% year-on-year. The net profit attributable to Baidu for the fourth quarter was 5.2 billion yuan, with a non-GAAP net profit of 6.7 billion yuan; the total annual net profit attributable to Baidu was 23.8 billion yuan, with a non-GAAP net profit of 27 billion yuan.

Artificial intelligence company Anthropic recently released its financial forecast for the coming years, showcasing impressive growth potential. According to informed sources, after experiencing a cash outflow of $5.6 billion last year, Anthropic plans to reduce this amount by nearly half by 2025, while expecting revenue to reach $3.7 billion that year. Achieving this goal means that Anthropic is continuously narrowing the gap in competition with industry leader OpenAI.

Recently, the two giants in the education training industry—TAL Education and New Oriental—have released their mid-term financial reports for FY2025, showcasing their market performance and development strategies. These reports not only reflect the operational status of the companies but also serve as important indicators of the industry's future direction. TAL Education's net revenue for Q3 of FY2025 reached $606.4 million, a 62.4% increase from $373.5 million in the same period last year. The company's gross profit also rose by 59.6% year-on-year, reaching $319.8 million, successfully turning a profit.