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first_img Epoch AI: OpenAI and Anthropic's revenue is growing rapidly, reaching an annualized total of 105 billion dollars

Epoch AI updates that the revenue growth rates of OpenAI and Anthropic have reached or exceeded the rare levels seen in historically comparable tech companies. Over the past year, OpenAI increased its annualized revenue run rate from $13 billion to over $40 billion, achieving approximately threefold growth; Anthropic's revenue is projected to grow from $1 billion in 2025 to $9 billion, with a further acceleration in the first quarter of 2026, reaching an annualized run rate of over three times, reportedly hitting $65 billion by the end of July.The combined revenue of the two companies is expected to grow approximately threefold in 2024, over fourfold in 2025, and from $30 billion to $105 billion by August 2026, achieving about 3.5 times growth. The article notes that maintaining over 100% annual growth at a scale exceeding $1 billion is extremely rare, with the growth rate for 2025 already being record-breaking, and further acceleration in 2026 on a higher base.Epoch AI analysis states that the overall annualized revenue of the generative AI market is close to $200 billion, with the two companies accounting for about half. The continued hypergrowth may stem from the combination of capability advancements and diffusion, with future trends depending on whether growth comes more from sustained technological advancements or application diffusion; if the growth rate is maintained, it will significantly impact economic scale, but it may also slow down with maturity.

first_img MoonPay integrates with Kamino, allowing AI agents to lend and borrow on Solana

MoonPay has integrated the Solana lending protocol Kamino into its AI payment vault PayBox, allowing eligible users to execute token lending or collateralized borrowing on Solana through conversations with ChatGPT or Claude. According to DefiLlama data, Kamino has a locked value of approximately $1.3 billion, with an active loan scale of about $1 billion.This integration does not create new loan products but replaces Kamino's original interface with natural language commands. Users can request that each transaction requires passkey approval or allow the AI to operate autonomously within preset limits. MoonPay launched PayBox in July, initially supporting payments, token swaps, cross-chain bridging, and earning through Aave. The integration of Kamino marks its expansion from AI payment tools into the credit management field.Currently, AI-based crypto applications are mainly focused on small, high-frequency payment scenarios. The x402 protocol developed by Coinbase has processed approximately $50 million and 165 million payments. This integration allows AI to manage user funds, with a single command capable of creating leveraged positions. If the value of the collateral falls and triggers Kamino's liquidation threshold, the position may be liquidated. This service is not currently available to users in the United States, United Kingdom, European Union, and Australia, with specific availability varying by asset and jurisdiction.

hot_img AWS officially launches Amazon Bedrock AgentCore payments, allowing AI agents to autonomously and securely complete payments

AWS announced that the Amazon Bedrock AgentCore payments service is officially fully available (GA). This service collaborates with Coinbase and Stripe, enabling AI agents to autonomously pay for paid APIs, MCP, and content services with just a few lines of code. AgentCore payments integrates Coinbase and Stripe Privy wallets, supporting small transaction payments in USDC stablecoin. Users can recharge the agent wallet and authorize the agent to spend using credit cards or USDC.The service supports the x402 protocol and MPP protocol, with a new "upto" payment scheme that allows agents to set spending limits instead of fixed prices, enabling dynamic billing based on actual reasoning usage. It includes built-in payment session limits (maximum spending per interaction and expiration time), which will be rejected if exceeded, and integrates AgentCore Observability to provide visual dashboards for transaction audit logs, success rates, and average transaction values.Related features have been integrated with CDNs such as Amazon CloudFront and Cloudflare, and clients such as Anchor Browser, SpreadX, and Travala are already using this service. AgentCore payments is now available in multiple regions, and developers can integrate it through the console, CLI, and open-source frameworks like LangGraph and OpenClaw. The launch of this service is a key step in the evolution of AI agents from "reasoning and action" to "autonomous transactions."

hot_img TSMC's CoWoS orders are overflowing, and it is reported that Intel's Malaysia factory will support backend packaging

According to the Economic Daily, TSMC's advanced packaging CoWoS capacity is in short supply, and it has been reported that some backend orders have overflowed to Intel's factory in Malaysia, where Intel is assisting with packaging using part of its capacity to serve common major customers, breaking the past ecosystem competition norms. TSMC Chairman Wei Zhejia previously stated at a conference call that TSMC focuses on advanced packaging in the frontend and welcomes "more manufacturers to supply capacity" for the shortage in the backend, providing flexible alternatives for common customers.The report points out that the bottleneck in advanced packaging capacity mainly lies in the backend ramp-up speed being lower than that of the frontend process, and the widening gap in CoWoS capacity has forced orders to overflow. SemiAnalysis Chipbook data shows that approximately $1.3 billion worth of HBM has been shipped to Malaysia, and industry analysis indicates that Intel's local factory should already have the capability for large-scale HBM integration. Intel CEO Pat Gelsinger stated that the EMIB-T technology is ensuring reliable yield, and in the context of insufficient CoWoS capacity, "Intel is in a unique position to provide support." Companies with overlapping supply chains such as Unimicron, ASE Technology Holding, and Jiadeng are expected to benefit simultaneously, with Unimicron's stock price rising over 7% on that day. Intel's EMIB-T related applications are targeted for mass production by 2027.
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