AI Companies Data Hub (epoch.ai)

Epoch AI published an updated “AI Companies” dataset (last revised Sept 30, 2025) tracking revenue, funding, staff, compute spending and usage for frontier foundation-model developers. The headline: combined revenues of leading AI firms grew more than 9x from 2023–2024. OpenAI, Anthropic and Google DeepMind each posted >90% growth in H2 2024, implying annualized growth rates above 3x; Epoch estimates OpenAI’s run-rate near $10B/year by April 2025, with Anthropic and DeepMind in the low‑single‑digit billions. Outside that top tier, Epoch estimates no pure-play model vendor exceeded $100M in 2024 from sales of their own models. Meanwhile cloud vendors (notably Microsoft, reporting ~$13B from its AI business driven by Copilot) earn substantial AI revenue by charging for access to third‑party models. The dataset emphasizes transparency and methodology: figures come from company statements and reputable media, are labeled “Confident” or “Likely,” monetary amounts are USD and annualized where noted, staff counts focus on AI divisions, and compute spending records ongoing annual cloud/compute expenses as a proxy for chip‑hours. Epoch cautions about accounting differences and reporting ambiguities. The data is freely available under a CC‑BY license (downloadable CSV) and Epoch invites questions at data@epochai.org. Together, the findings highlight rapid centralization of commercial scale among a few frontier model builders and the pivotal role of cloud platforms in monetizing models.