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Nomura Securities estimates that Kimi September s annual recurring revenue reached 1200000000 USD, of which K2.8 Preview contributed approximately 40%–45%, exceeding K3。
BlockBeats reported that Citrini analyst Jukan cited TickerTrends data and compared Anthropic with OpenAI as of September 24 and its ARR and quarter-over-quarter growth rates, questioning the reliability of the data.
BlockBeats reported that Li Bei, founder of Banxia Investment, said in an interview with Tencent Finance that if AI model revenue growth slows, overseas AI capital expenditure may peak between the middle of next year and 2028, potentially triggering a second-round adjustment in the sector.