Company and Event Summary
According to a report released by CNBC Technology on June 26, 2026, global enterprises are tightening their AI budgets to focus on return on investment, moving away from the tokenmaxxing model. This trend may dampen the growth rates of OpenAI and Anthropic.
AI Business Relevance
Both OpenAI and Anthropic are leading global generative AI enterprises. Their core businesses include self-developed large language models, providing large model API call services and enterprise-level AI customization solutions. Previously, their revenue mainly came from token-based service fees paid by enterprise customers.
Industry Chain Position
The two companies are located in the large model service layer of the AI industry chain. They rely on self-developed large model technology bases upwards, and connect with terminal users such as enterprise customers and AI developers downwards, providing standardized or customized AI service support.
Risk Disclosure
This article is for information organization only and does not constitute any investment advice.