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Inteligencia de la industria

Datos de IA

Oferta

Materias primas críticas, capacidad de semiconductores, aceleradores, memoria e infraestructura de cómputo.

Finanzas de proveedores

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Ingresos de centros de datos de AMD

Ingresos de centros de datos de AMD

A fecha de 2026-04-01, los ingresos de centros de datos de AMD fueron $6.72B en el 2T 2026, un 107% más interanual.$8B$6B$4B$2B$0Q1 2021Q2 2022Q1 2024Q2 2026{"f":[360,170,40,8],"s":[["AMD","#9333ea"]],"p":[["2021-01-01T00:00:00.000Z","Q1 2021",47.09,[[0,"$0,61B",142.89,null]],null],["2021-04-01T00:00:00.000Z","Q2 2021",61.27,[[0,"$0,81B",141.19,null]],null],["2021-07-01T00:00:00.000Z","Q3 2021",75.45,[[0,"$1,11B",138.72,null]],null],["2021-10-01T00:00:00.000Z","Q4 2021",89.64,[[0,"$1,16B",138.26,null]],null],["2022-01-01T00:00:00.000Z","Q1 2022",103.82,[[0,"$1,29B",137.17,null]],null],["2022-04-01T00:00:00.000Z","Q2 2022",118,[[0,"$1,49B",135.55,null]],null],["2022-07-01T00:00:00.000Z","Q3 2022",132.18,[[0,"$1,61B",134.52,null]],null],["2022-10-01T00:00:00.000Z","Q4 2022",146.36,[[0,"$1,66B",134.14,null]],null],["2023-01-01T00:00:00.000Z","Q1 2023",160.55,[[0,"$1,3B",137.15,null]],null],["2023-04-01T00:00:00.000Z","Q2 2023",174.73,[[0,"$1,32B",136.94,null]],null],["2023-07-01T00:00:00.000Z","Q3 2023",188.91,[[0,"$1,6B",134.62,null]],null],["2023-10-01T00:00:00.000Z","Q4 2023",203.09,[[0,"$2,28B",128.89,null]],null],["2024-01-01T00:00:00.000Z","Q1 2024",217.27,[[0,"$2,34B",128.43,null]],null],["2024-04-01T00:00:00.000Z","Q2 2024",231.45,[[0,"$2,83B",124.27,null]],null],["2024-07-01T00:00:00.000Z","Q3 2024",245.64,[[0,"$3,55B",118.28,null]],null],["2024-10-01T00:00:00.000Z","Q4 2024",259.82,[[0,"$3,86B",115.68,null]],null],["2025-01-01T00:00:00.000Z","Q1 2025",274,[[0,"$3,67B",117.23,null]],null],["2025-04-01T00:00:00.000Z","Q2 2025",288.18,[[0,"$3,24B",120.87,null]],null],["2025-07-01T00:00:00.000Z","Q3 2025",302.36,[[0,"$4,34B",111.64,null]],null],["2025-10-01T00:00:00.000Z","Q4 2025",316.55,[[0,"$5,38B",102.94,null]],null],["2026-01-01T00:00:00.000Z","Q1 2026",330.73,[[0,"$5,78B",99.63,null]],null],["2026-04-01T00:00:00.000Z","Q2 2026",344.91,[[0,"$6,72B",91.74,null]],null]]}AMD: $6,7B on Q2 2026
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Ingresos de semiconductores de IA de Broadcom

Ingresos de semiconductores de IA de Broadcom

A fecha de 2026-01-01, los ingresos de semiconductores de IA de Broadcom fueron $10.8 en el último trimestre reportado.$15B$10B$5B$0Q1 FY23Q2 FY24Q2 FY26{"f":[360,170,40,8],"s":[["Broadcom","#ea580c"]],"p":[["2022-10-01T00:00:00.000Z","Q1 FY23",51.14,[[0,"$0,6B",145.32,null]],null],["2023-01-01T00:00:00.000Z","Q2 FY23",73.43,[[0,"$0,8B",144.43,null]],null],["2023-04-01T00:00:00.000Z","Q3 FY23",95.71,[[0,"$1B",143.53,null]],null],["2023-07-01T00:00:00.000Z","Q4 FY23",118,[[0,"$1,5B",141.3,null]],null],["2023-10-01T00:00:00.000Z","Q1 FY24",140.29,[[0,"$2,3B",137.73,null]],null],["2024-01-01T00:00:00.000Z","Q2 FY24",162.57,[[0,"$3,1B",134.15,null]],null],["2024-04-01T00:00:00.000Z","Q3 FY24",184.86,[[0,"$3,1B",134.15,null]],null],["2024-07-01T00:00:00.000Z","Q4 FY24",207.14,[[0,"$3,7B",131.47,null]],null],["2024-10-01T00:00:00.000Z","Q1 FY25",229.43,[[0,"$4,1B",129.69,null]],null],["2025-01-01T00:00:00.000Z","Q2 FY25",251.71,[[0,"$4,4B",128.35,null]],null],["2025-04-01T00:00:00.000Z","Q3 FY25",274,[[0,"$5,2B",124.77,null]],null],["2025-07-01T00:00:00.000Z","Q4 FY25",296.29,[[0,"$6,5B",118.97,null]],null],["2025-10-01T00:00:00.000Z","Q1 FY26",318.57,[[0,"$8,4B",110.48,null]],null],["2026-01-01T00:00:00.000Z","Q2 FY26",340.86,[[0,"$10,8B",99.76,null]],null]]}Broadcom: $10,8B on Q2 FY26
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Ingresos de centros de datos de NVIDIA

Ingresos de centros de datos de NVIDIA

A fecha de 2026-04-01, los ingresos de centros de datos de NVIDIA fueron $89 en el último trimestre reportado.$100B$75B$50B$25B$0Q4 FY23Q1 FY25Q1 FY26Q2 FY27{"f":[360,170,40,8],"s":[["NVIDIA","#16a34a"]],"p":[["2022-10-01T00:00:00.000Z","Q4 FY23",50.4,[[0,"$3,62B",145.58,null]],null],["2023-01-01T00:00:00.000Z","Q1 FY24",71.2,[[0,"$4,28B",145.13,null]],null],["2023-04-01T00:00:00.000Z","Q2 FY24",92,[[0,"$10,32B",141.08,null]],null],["2023-07-01T00:00:00.000Z","Q3 FY24",112.8,[[0,"$14,51B",138.28,null]],null],["2023-10-01T00:00:00.000Z","Q4 FY24",133.6,[[0,"$18,4B",135.67,null]],null],["2024-01-01T00:00:00.000Z","Q1 FY25",154.4,[[0,"$22,56B",132.88,null]],null],["2024-04-01T00:00:00.000Z","Q2 FY25",175.2,[[0,"$26,27B",130.4,null]],null],["2024-07-01T00:00:00.000Z","Q3 FY25",196,[[0,"$30,77B",127.38,null]],null],["2024-10-01T00:00:00.000Z","Q4 FY25",216.8,[[0,"$35,58B",124.16,null]],null],["2025-01-01T00:00:00.000Z","Q1 FY26",237.6,[[0,"$39,11B",121.79,null]],null],["2025-04-01T00:00:00.000Z","Q2 FY26",258.4,[[0,"$41,1B",120.47,null]],null],["2025-07-01T00:00:00.000Z","Q3 FY26",279.2,[[0,"$51,22B",113.69,null]],null],["2025-10-01T00:00:00.000Z","Q4 FY26",300,[[0,"$62,31B",106.25,null]],null],["2026-01-01T00:00:00.000Z","Q1 FY27",320.8,[[0,"$75,25B",97.59,null]],null],["2026-04-01T00:00:00.000Z","Q2 FY27",341.6,[[0,"$89,02B",88.35,null]],null]]}NVIDIA: $89B on Q2 FY27
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Ingresos trimestrales de HPC de TSMC

Ingresos trimestrales de HPC de TSMC

A fecha de 2026-04-01, los ingresos de la plataforma HPC de TSMC fueron $26.3bn en 2T26, un 45% más que en 2T25.$30B$20B$10B$01Q221Q231Q241Q252Q26{"f":[360,170,40,8],"s":[["TSMC HPC","#dc2626"]],"p":[["2022-01-01T00:00:00.000Z","1Q22",48.67,[[0,"$7,24B",131.84,null]],null],["2022-04-01T00:00:00.000Z","2Q22",66,[[0,"$7,78B",130.62,null]],null],["2022-07-01T00:00:00.000Z","3Q22",83.33,[[0,"$7,86B",130.45,null]],null],["2022-10-01T00:00:00.000Z","4Q22",100.67,[[0,"$8,38B",129.29,null]],null],["2023-01-01T00:00:00.000Z","1Q23",118,[[0,"$7,41B",131.44,null]],null],["2023-04-01T00:00:00.000Z","2Q23",135.33,[[0,"$6,99B",132.39,null]],null],["2023-07-01T00:00:00.000Z","3Q23",152.67,[[0,"$7,2B",131.92,null]],null],["2023-10-01T00:00:00.000Z","4Q23",170,[[0,"$8,38B",129.29,null]],null],["2024-01-01T00:00:00.000Z","1Q24",187.33,[[0,"$8,75B",128.46,null]],null],["2024-04-01T00:00:00.000Z","2Q24",204.67,[[0,"$10,86B",123.74,null]],null],["2024-07-01T00:00:00.000Z","3Q24",222,[[0,"$12,05B",121.1,null]],null],["2024-10-01T00:00:00.000Z","4Q24",239.33,[[0,"$14,29B",116.1,null]],null],["2025-01-01T00:00:00.000Z","1Q25",256.67,[[0,"$15B",114.5,null]],null],["2025-04-01T00:00:00.000Z","2Q25",274,[[0,"$18,07B",107.64,null]],null],["2025-07-01T00:00:00.000Z","3Q25",291.33,[[0,"$18,68B",106.29,null]],null],["2025-10-01T00:00:00.000Z","4Q25",308.67,[[0,"$18,7B",106.23,null]],null],["2026-01-01T00:00:00.000Z","1Q26",326,[[0,"$21,99B",98.88,null]],null],["2026-04-01T00:00:00.000Z","2Q26",343.33,[[0,"$26,28B",89.31,null]],null]]}TSMC HPC: $26,3B on 2Q26
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Demanda

Consumo de tokens, inversión de hiperescaladores, ingresos de nube de IA y adopción del mercado.

Uso

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Interés de búsqueda en chat de IA

Interés de búsqueda en chat de IA

  • ChatGPT
  • Claude
  • Gemini
  • DeepSeek
  • Perplexity
  • Grok
  • Kimi
  • Qwen
A fecha de 2026-08-01, ChatGPT lidera el interés de búsqueda mundial de chat de IA con 82.5 index points.1001010,10ene '23ene '24ene '25jul '26{"f":[360,150,40,8],"s":[["ChatGPT","#2563eb"],["Claude","#ea580c"],["Gemini","#0891b2"],["DeepSeek","#d97706"],["Perplexity","#dc2626"],["Grok","#9333ea"],["Kimi","#db2777"],["Qwen","#16a34a"]],"p":[["2022-12-01T00:00:00.000Z","dic '22",40,[[0,"4,63 index points",52.04,null]],null],["2023-01-01T00:00:00.000Z","ene '23",47.22,[[0,"10,08 index points",42.4,null]],null],["2023-02-01T00:00:00.000Z","feb '23",54.45,[[0,"17,99 index points",35.23,null]],null],["2023-03-01T00:00:00.000Z","mar '23",60.97,[[0,"19,79 index points",34.05,null]],null],["2023-04-01T00:00:00.000Z","abr '23",68.19,[[0,"22,42 index points",32.51,null],[4,"0,33 index points",84.77,null]],null],["2023-05-01T00:00:00.000Z","may '23",75.18,[[0,"22,62 index points",32.4,null],[4,"0,33 index points",84.77,null]],null],["2023-06-01T00:00:00.000Z","jun '23",82.41,[[0,"20,31 index points",33.73,null],[1,"0,13 index points",96.66,null],[4,"0,33 index points",84.77,null]],null],["2023-07-01T00:00:00.000Z","jul '23",89.4,[[0,"17,07 index points",35.88,null],[4,"0,33 index points",84.77,null]],null],["2023-08-01T00:00:00.000Z","ago '23",96.62,[[0,"17,48 index points",35.59,null],[4,"0,33 index points",84.77,null]],null],["2023-09-01T00:00:00.000Z","sept '23",103.84,[[0,"21,08 index points",33.27,null],[4,"0,49 index points",79.75,null]],null],["2023-10-01T00:00:00.000Z","oct '23",110.83,[[0,"23,65 index points",31.85,null],[4,"0,88 index points",72.57,null],[6,"0,04 index points",109.83,null]],null],["2023-11-01T00:00:00.000Z","nov '23",118.06,[[0,"25,45 index points",30.94,null],[1,"0,13 index points",96.07,null],[4,"0,99 index points",71.1,null],[5,"0,45 index points",80.83,null]],null],["2023-12-01T00:00:00.000Z","dic '23",125.05,[[0,"21,59 index points",32.97,null],[2,"0,53 index points",78.96,null],[4,"0,72 index points",75.01,null],[6,"0,04 index points",109.83,null]],null],["2024-01-01T00:00:00.000Z","ene '24",132.27,[[0,"23,14 index points",32.12,null],[4,"0,72 index points",75.08,null]],null],["2024-02-01T00:00:00.000Z","feb '24",139.5,[[0,"25,45 index points",30.94,null],[1,"0,13 index points",96.07,null],[2,"0,9 index points",72.26,null],[4,"0,85 index points",72.97,null]],null],["2024-03-01T00:00:00.000Z","mar '24",146.25,[[0,"25,3 index points",31.01,null],[1,"0,73 index points",74.95,null],[2,"0,76 index points",74.35,null],[4,"1,05 index points",70.41,null],[6,"0,04 index points",109.83,null]],null],["2024-04-01T00:00:00.000Z","abr '24",153.48,[[0,"27,76 index points",29.86,null],[1,"0,5 index points",79.53,null],[2,"0,76 index points",74.35,null],[4,"1,06 index points",70.24,null],[6,"0,16 index points",93.79,null]],null],["2024-05-01T00:00:00.000Z","may '24",160.47,[[0,"29,56 index points",29.08,null],[1,"0,44 index points",81.25,null],[2,"0,82 index points",73.49,null],[4,"1,28 index points",67.95,null]],null],["2024-06-01T00:00:00.000Z","jun '24",167.69,[[0,"26,12 index points",30.62,null],[1,"0,48 index points",80.17,null],[2,"0,66 index points",76.2,null],[4,"1,05 index points",70.41,null],[6,"0,04 index points",109.83,null]],null],["2024-07-01T00:00:00.000Z","jul '24",174.68,[[0,"23,65 index points",31.85,null],[1,"0,63 index points",76.68,null],[2,"0,57 index points",77.85,null],[4,"0,99 index points",71.1,null],[6,"0,24 index points",88.62,null]],null],["2024-08-01T00:00:00.000Z","ago '24",181.9,[[0,"29,82 index points",28.98,null],[1,"0,69 index points",75.57,null],[2,"0,76 index points",74.35,null],[4,"1,13 index points",69.44,null],[5,"0,33 index points",84.77,null],[6,"0,32 index points",84.98,null]],null],["2024-09-01T00:00:00.000Z","sept '24",189.13,[[0,"41,34 index points",24.93,null],[1,"0,82 index points",73.4,null],[2,"0,76 index points",74.35,null],[4,"1,59 index points",65.28,null]],null],["2024-10-01T00:00:00.000Z","oct '24",196.12,[[0,"48,84 index points",22.87,null],[1,"0,93 index points",71.84,null],[2,"0,76 index points",74.35,null],[4,"1,84 index points",63.42,null],[6,"0,16 index points",93.79,null]],null],["2024-11-01T00:00:00.000Z","nov '24",203.34,[[0,"52,96 index points",21.87,null],[1,"1 index points",71.03,null],[2,"0,76 index points",74.35,null],[4,"1,98 index points",62.52,null]],null],["2024-12-01T00:00:00.000Z","dic '24",210.33,[[0,"46,68 index points",23.43,null],[1,"0,92 index points",72,null],[2,"0,81 index points",73.66,null],[4,"1,53 index points",65.73,null],[5,"0,53 index points",78.95,null],[6,"0,18 index points",92.57,null]],null],["2025-01-01T00:00:00.000Z","ene '25",217.55,[[0,"51,41 index points",22.23,null],[1,"0,93 index points",71.84,null],[2,"0,76 index points",74.35,null],[3,"9,14 index points",43.61,null],[4,"1,6 index points",65.21,null],[5,"0,33 index points",84.77,null],[6,"0,24 index points",88.62,null],[7,"0,37 index points",83.3,null]],null],["2025-02-01T00:00:00.000Z","feb '25",224.78,[[0,"59,13 index points",20.5,null],[1,"1,12 index points",69.58,null],[2,"0,76 index points",74.35,null],[3,"9,35 index points",43.33,null],[4,"2,05 index points",62.09,null],[5,"1,73 index points",64.25,null],[6,"0,24 index points",88.62,null],[7,"0,49 index points",79.74,null]],null],["2025-03-01T00:00:00.000Z","mar '25",231.3,[[0,"70,95 index points",18.25,null],[1,"1,92 index points",62.94,null],[2,"0,9 index points",72.31,null],[3,"5,67 index points",49.53,null],[4,"2,04 index points",62.17,null],[5,"4,41 index points",52.65,null],[6,"0,31 index points",85.63,null],[7,"0,33 index points",84.76,null]],null],["2025-04-01T00:00:00.000Z","abr '25",238.52,[[0,"77,12 index points",17.22,null],[1,"1,5 index points",66.02,null],[2,"1 index points",71.05,null],[3,"5,42 index points",50.08,null],[4,"2,13 index points",61.67,null],[5,"2,3 index points",60.68,null],[6,"0,24 index points",88.62,null],[7,"0,33 index points",84.76,null]],null],["2025-05-01T00:00:00.000Z","may '25",245.51,[[0,"81,49 index points",16.53,null],[1,"2,43 index points",60.01,null],[2,"1,12 index points",69.58,null],[3,"5,1 index points",50.83,null],[4,"2,37 index points",60.3,null],[5,"1,97 index points",62.59,null],[6,"0,24 index points",88.62,null],[7,"0,33 index points",84.76,null]],null],["2025-06-01T00:00:00.000Z","jun '25",252.74,[[0,"84,32 index points",16.11,null],[1,"2,57 index points",59.34,null],[2,"1,3 index points",67.72,null],[3,"4,37 index points",52.76,null],[4,"2,83 index points",58.1,null],[5,"1,78 index points",63.9,null],[6,"0,24 index points",88.62,null],[7,"0,33 index points",84.76,null]],null],["2025-07-01T00:00:00.000Z","jul '25",259.73,[[0,"83,03 index points",16.3,null],[1,"2,18 index points",61.34,null],[2,"1,25 index points",68.23,null],[3,"3,26 index points",56.37,null],[4,"3,01 index points",57.35,null],[5,"3,12 index points",56.9,null],[6,"0,32 index points",84.98,null],[7,"0,33 index points",84.76,null]],null],["2025-08-01T00:00:00.000Z","ago '25",266.95,[[0,"93,57 index points",14.82,null],[1,"3,46 index points",55.63,null],[2,"3,14 index points",56.85,null],[3,"3,46 index points",55.64,null],[4,"3,54 index points",55.34,null],[5,"2,63 index points",59.03,null],[6,"0,24 index points",88.62,null],[7,"0,59 index points",77.48,null]],null],["2025-09-01T00:00:00.000Z","sept '25",274.17,[[0,"99,23 index points",14.1,null],[1,"2,93 index points",57.71,null],[2,"19,98 index points",33.93,null],[3,"3,54 index points",55.34,null],[4,"4 index points",53.83,null],[5,"2,14 index points",61.6,null],[6,"0,24 index points",88.62,null],[7,"0,58 index points",77.83,null]],null],["2025-10-01T00:00:00.000Z","oct '25",281.17,[[0,"100 index points",14,null],[1,"3,18 index points",56.69,null],[2,"6,72 index points",47.42,null],[3,"3,76 index points",54.61,null],[4,"4,04 index points",53.72,null],[5,"2,88 index points",57.92,null],[6,"0,24 index points",88.62,null],[7,"0,66 index points",76.18,null]],null],["2025-11-01T00:00:00.000Z","nov '25",288.39,[[0,"98,3 index points",14.21,null],[1,"3,36 index points",55.99,null],[2,"5,78 index points",49.29,null],[3,"3,54 index points",55.34,null],[4,"3,63 index points",55.05,null],[5,"3,35 index points",56.02,null],[6,"0,64 index points",76.61,null],[7,"0,66 index points",76.18,null]],null],["2025-12-01T00:00:00.000Z","dic '25",295.38,[[0,"77,38 index points",17.17,null],[1,"2,99 index points",57.45,null],[2,"5,48 index points",49.95,null],[3,"2,69 index points",58.74,null],[4,"2,41 index points",60.11,null],[5,"3,45 index points",55.67,null],[6,"0,32 index points",84.98,null],[7,"0,41 index points",82,null]],null],["2026-01-01T00:00:00.000Z","ene '26",302.6,[[0,"83,29 index points",16.26,null],[1,"4,86 index points",51.44,null],[2,"5,35 index points",50.24,null],[3,"2,77 index points",58.41,null],[4,"2,27 index points",60.86,null],[5,"5,01 index points",51.05,null],[6,"0,41 index points",82.18,null],[7,"0,41 index points",82,null]],null],["2026-02-01T00:00:00.000Z","feb '26",309.83,[[0,"82,78 index points",16.34,null],[1,"8,47 index points",44.56,null],[2,"5,1 index points",50.83,null],[3,"2,73 index points",58.58,null],[4,"2,45 index points",59.93,null],[5,"4,27 index points",53.02,null],[6,"0,9 index points",72.32,null],[7,"0,66 index points",76.18,null]],null],["2026-03-01T00:00:00.000Z","mar '26",316.35,[[0,"87,2 index points",15.7,null],[1,"17,35 index points",35.68,null],[2,"5,78 index points",49.29,null],[3,"2,98 index points",57.5,null],[4,"2,78 index points",58.35,null],[5,"5 index points",51.09,null],[6,"1,29 index points",67.81,null],[7,"0,79 index points",73.92,null]],null],["2026-04-01T00:00:00.000Z","abr '26",323.57,[[0,"84,32 index points",16.11,null],[1,"20,23 index points",33.78,null],[2,"5,66 index points",49.54,null],[3,"3,61 index points",55.1,null],[4,"2,45 index points",59.93,null],[5,"4,36 index points",52.79,null],[6,"1,06 index points",70.24,null],[7,"0,99 index points",71.16,null]],null],["2026-05-01T00:00:00.000Z","may 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Claude: 16,5 on ago '26. Gemini: 4,9 on ago '26. DeepSeek: 2,9 on ago '26. Perplexity: 1,2 on ago '26. Grok: 2,6 on ago '26. Kimi: 1 on ago '26. Qwen: 0,9 on ago '26
FUENTE: Google Trends vía The Latent

Tráfico de chat de IA por sitio

Tráfico de chat de IA por sitio

  • ChatGPT
  • Gemini
  • Character
  • DeepSeek
  • Claude
  • Perplexity
  • Grok
  • Copilot
  • Doubao
  • Kimi
  • Poe
  • Qwen
  • Meta AI
  • Yuanbao
  • Manus
  • Genspark
  • GLM
  • Le Chat
A fecha de 2026-07-01, ChatGPT lidera el tráfico de chat de IA con 5,450 million visits millones de visitas mensuales.15B10B5B0ene '23ene '24ene '25jul '26{"f":[360,150,40,8],"s":[["ChatGPT","#2563eb"],["Gemini","#0891b2"],["Character","#16a34a"],["DeepSeek","#d97706"],["Claude","#ea580c"],["Perplexity","#dc2626"],["Grok","#9333ea"],["Copilot","#db2777"],["Doubao","#475569"],["Kimi","#2563eb"],["Poe","#0891b2"],["Qwen","#16a34a"],["Meta AI","#d97706"],["Yuanbao","#ea580c"],["Manus","#dc2626"],["Genspark","#9333ea"],["GLM","#db2777"],["Le Chat","#475569"]],"p":[["2023-01-01T00:00:00.000Z","ene '23",43.63,[[0,"0,62B visits",125.66,null],[1,"0B visits",128,null],[2,"0,05B visits",123.15,null],[3,"0B visits",128,null],[4,"0B visits",128,null],[5,"0B visits",122.96,null],[6,"0B visits",128,null],[7,"0B visits",128,null],[8,"0B visits",128,null],[9,"0B visits",128,null],[10,"0,01B visits",122.93,null],[11,"0B visits",128,null],[12,"0B visits",128,null],[13,"0B visits",128,null],[14,"0B 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Gemini: 2,7B on jul '26. Character: 0,2B on jul '26. DeepSeek: 0,3B on jul '26. Claude: 1B on jul '26. Perplexity: 0,1B on jul '26. Grok: 0,2B on jul '26. Copilot: 0,1B on jul '26. Doubao: 0,2B on jul '26. Kimi: 0,1B on jul '26. Poe: 0B on jul '26. Qwen: 0B on jul '26. Meta AI: 0B on jul '26. Yuanbao: 0B on jul '26. Manus: 0B on jul '26. Genspark: 0B on jul '26. GLM: 0B on jul '26. Le Chat: 0B on jul '26
FUENTE: SimilarWeb vía The Latent

Ingresos

Estimaciones, cifras reportadas y comparaciones de ritmo anualizado de ingresos de empresas y productos de IA.

Ingresos de empresas

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Ingresos trimestrales de Anthropic

Ingresos trimestrales de Anthropic

A fecha de 2026-04-01, los ingresos trimestrales de Anthropic se estiman en $11.6.$15B$10B$5B$0Q1'24Q3'24Q1'25Q3'25Q2'26{"f":[360,170,40,8],"s":[["Anthropic","#ea580c"]],"p":[["2024-01-01T00:00:00.000Z","Q1'24",55.6,[[0,"$0,03B",147.86,null]],null],["2024-04-01T00:00:00.000Z","Q2'24",86.8,[[0,"$0,06B",147.75,null]],null],["2024-07-01T00:00:00.000Z","Q3'24",118,[[0,"$0,1B",147.54,null]],null],["2024-10-01T00:00:00.000Z","Q4'24",149.2,[[0,"$0,19B",147.15,null]],null],["2025-01-01T00:00:00.000Z","Q1'25",180.4,[[0,"$0,34B",146.46,null]],null],["2025-04-01T00:00:00.000Z","Q2'25",211.6,[[0,"$0,79B",144.48,null]],null],["2025-07-01T00:00:00.000Z","Q3'25",242.8,[[0,"$1,38B",141.85,null]],null],["2025-10-01T00:00:00.000Z","Q4'25",274,[[0,"$1,99B",139.1,null]],null],["2026-01-01T00:00:00.000Z","Q1'26",305.2,[[0,"$4,73B",126.87,null]],null],["2026-04-01T00:00:00.000Z","Q2'26",336.4,[[0,"$11,6B",96.19,null]],null]]}Anthropic: $11,6B on Q2'26
FUENTE: The Latent

Ritmo de ingresos de OpenAI vs. Anthropic

Ritmo de ingresos de OpenAI vs. Anthropic

  • OpenAI
  • Anthropic
A fecha de 2026-07-31, Anthropic lidera con un ritmo anualizado de ingresos estimado de $65.$80B$60B$40B$20B$0ene '23ene '24ene '25jul '26{"f":[360,150,40,8],"s":[["OpenAI","#16a34a"],["Anthropic","#ea580c"]],"p":[["2023-01-31T00:00:00.000Z","ene '23",40,[[0,"$0,21B",127.7,null],[1,"$0,01B",127.99,null]],null],["2023-02-28T00:00:00.000Z","feb '23",46.84,[[0,"$0,49B",127.3,null],[1,"$0,02B",127.98,null]],null],["2023-03-31T00:00:00.000Z","mar '23",54.42,[[0,"$0,55B",127.21,null],[1,"$0,02B",127.97,null]],null],["2023-04-30T00:00:00.000Z","abr '23",61.74,[[0,"$0,62B",127.11,null],[1,"$0,03B",127.96,null]],null],["2023-05-31T00:00:00.000Z","may '23",69.32,[[0,"$0,7B",127,null],[1,"$0,03B",127.95,null]],null],["2023-06-30T00:00:00.000Z","jun '23",76.65,[[0,"$0,79B",126.87,null],[1,"$0,04B",127.94,null]],null],["2023-07-31T00:00:00.000Z","jul '23",84.22,[[0,"$0,89B",126.73,null],[1,"$0,05B",127.93,null]],null],["2023-08-31T00:00:00.000Z","ago '23",91.8,[[0,"$1B",126.58,null],[1,"$0,07B",127.91,null]],null],["2023-09-30T00:00:00.000Z","sept '23",99.13,[[0,"$1,14B",126.38,null],[1,"$0,08B",127.89,null]],null],["2023-10-31T00:00:00.000Z","oct '23",106.7,[[0,"$1,3B",126.15,null],[1,"$0,1B",127.86,null]],null],["2023-11-30T00:00:00.000Z","nov '23",114.03,[[0,"$1,53B",125.83,null],[1,"$0,1B",127.86,null]],null],["2023-12-31T00:00:00.000Z","dic '23",121.6,[[0,"$1,8B",125.44,null],[1,"$0,09B",127.87,null]],null],["2024-01-31T00:00:00.000Z","ene '24",129.18,[[0,"$2,01B",125.14,null],[1,"$0,09B",127.88,null]],null],["2024-02-29T00:00:00.000Z","feb '24",136.26,[[0,"$2,22B",124.84,null],[1,"$0,11B",127.85,null]],null],["2024-03-31T00:00:00.000Z","mar '24",143.84,[[0,"$2,47B",124.47,null],[1,"$0,14B",127.81,null]],null],["2024-04-30T00:00:00.000Z","abr '24",151.17,[[0,"$2,75B",124.09,null],[1,"$0,17B",127.76,null]],null],["2024-05-31T00:00:00.000Z","may '24",158.74,[[0,"$3,06B",123.64,null],[1,"$0,21B",127.7,null]],null],["2024-06-30T00:00:00.000Z","jun '24",166.07,[[0,"$3,4B",123.15,null],[1,"$0,26B",127.63,null]],null],["2024-07-31T00:00:00.000Z","jul '24",173.64,[[0,"$3,5B",123.01,null],[1,"$0,33B",127.53,null]],null],["2024-08-31T00:00:00.000Z","ago '24",181.22,[[0,"$3,6B",122.87,null],[1,"$0,41B",127.41,null]],null],["2024-09-30T00:00:00.000Z","sept '24",188.55,[[0,"$4B",122.3,null],[1,"$0,51B",127.27,null]],null],["2024-10-31T00:00:00.000Z","oct '24",196.12,[[0,"$4,45B",121.65,null],[1,"$0,64B",127.09,null]],null],["2024-11-30T00:00:00.000Z","nov '24",203.45,[[0,"$4,94B",120.96,null],[1,"$0,8B",126.86,null]],null],["2024-12-31T00:00:00.000Z","dic '24",211.03,[[0,"$5,5B",120.16,null],[1,"$1B",126.58,null]],null],["2025-01-31T00:00:00.000Z","ene '25",218.6,[[0,"$6B",119.45,null],[1,"$0,95B",126.65,null]],null],["2025-02-28T00:00:00.000Z","feb '25",225.44,[[0,"$6,6B",118.6,null],[1,"$1,25B",126.22,null]],null],["2025-03-31T00:00:00.000Z","mar '25",233.01,[[0,"$7,34B",117.55,null],[1,"$2B",125.15,null]],null],["2025-04-30T00:00:00.000Z","abr '25",240.34,[[0,"$8,12B",116.42,null],[1,"$2,44B",124.52,null]],null],["2025-05-31T00:00:00.000Z","may '25",247.92,[[0,"$9,03B",115.13,null],[1,"$3B",123.73,null]],null],["2025-06-30T00:00:00.000Z","jun '25",255.25,[[0,"$10B",113.75,null],[1,"$4B",122.3,null]],null],["2025-07-31T00:00:00.000Z","jul '25",262.82,[[0,"$12,5B",110.19,null],[1,"$5B",120.88,null]],null],["2025-08-31T00:00:00.000Z","ago '25",270.4,[[0,"$13,8B",108.34,null],[1,"$5,5B",120.16,null]],null],["2025-09-30T00:00:00.000Z","sept '25",277.73,[[0,"$14,9B",106.77,null],[1,"$6,19B",119.17,null]],null],["2025-10-31T00:00:00.000Z","oct '25",285.3,[[0,"$16,12B",105.03,null],[1,"$7B",118.03,null]],null],["2025-11-30T00:00:00.000Z","nov '25",292.63,[[0,"$17,4B",103.21,null],[1,"$7,92B",116.71,null]],null],["2025-12-31T00:00:00.000Z","dic '25",300.2,[[0,"$21,4B",97.51,null],[1,"$9B",115.18,null]],null],["2026-01-31T00:00:00.000Z","ene '26",307.78,[[0,"$23,22B",94.91,null],[1,"$12,4B",110.33,null]],null],["2026-02-28T00:00:00.000Z","feb '26",314.62,[[0,"$25B",92.38,null],[1,"$18,1B",102.21,null]],null],["2026-03-31T00:00:00.000Z","mar '26",322.19,[[0,"$24B",93.8,null],[1,"$27,7B",88.53,null]],null],["2026-04-30T00:00:00.000Z","abr '26",329.52,[[0,"$28,5B",87.39,null],[1,"$39,5B",71.71,null]],null],["2026-05-31T00:00:00.000Z","may '26",337.1,[[0,"$33B",80.98,null],[1,"$50,3B",56.32,null]],null],["2026-06-30T00:00:00.000Z","jun '26",344.43,[[0,"$32B",82.4,null],[1,"$57B",46.78,null]],null],["2026-07-31T00:00:00.000Z","jul '26",352,[[0,"$40B",71,null],[1,"$65B",35.38,null]],null]]}OpenAI: $40B on jul '26. Anthropic: $65B on jul '26
FUENTE: Divulgaciones de las empresas e información financiera; estimaciones de The Latent

Ingresos trimestrales de OpenAI

Ingresos trimestrales de OpenAI

A fecha de 2026-04-01, los ingresos trimestrales de OpenAI se estiman en $6.7.$8B$6B$4B$2B$0Q1'23Q1'24Q1'25Q2'26{"f":[360,170,40,8],"s":[["OpenAI","#16a34a"]],"p":[["2023-01-01T00:00:00.000Z","Q1'23",51.14,[[0,"$0,1B",147.16,null]],null],["2023-04-01T00:00:00.000Z","Q2'23",73.43,[[0,"$0,18B",146.49,null]],null],["2023-07-01T00:00:00.000Z","Q3'23",95.71,[[0,"$0,27B",145.74,null]],null],["2023-10-01T00:00:00.000Z","Q4'23",118,[[0,"$0,42B",144.48,null]],null],["2024-01-01T00:00:00.000Z","Q1'24",140.29,[[0,"$0,58B",143.14,null]],null],["2024-04-01T00:00:00.000Z","Q2'24",162.57,[[0,"$0,82B",141.13,null]],null],["2024-07-01T00:00:00.000Z","Q3'24",184.86,[[0,"$1,04B",139.29,null]],null],["2024-10-01T00:00:00.000Z","Q4'24",207.14,[[0,"$1,26B",137.45,null]],null],["2025-01-01T00:00:00.000Z","Q1'25",229.43,[[0,"$1,9B",132.09,null]],null],["2025-04-01T00:00:00.000Z","Q2'25",251.71,[[0,"$2,4B",127.9,null]],null],["2025-07-01T00:00:00.000Z","Q3'25",274,[[0,"$3,2B",121.2,null]],null],["2025-10-01T00:00:00.000Z","Q4'25",296.29,[[0,"$5,57B",101.35,null]],null],["2026-01-01T00:00:00.000Z","Q1'26",318.57,[[0,"$5,7B",100.26,null]],null],["2026-04-01T00:00:00.000Z","Q2'26",340.86,[[0,"$6,7B",91.89,null]],null]]}OpenAI: $6,7B on Q2'26
FUENTE: The Latent