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Safety

Trump, rejecting calls to slow development, says he will form an 'AI Force' and name an AI czar

Sep 19, 2026Zack Abrams

AI hallucination nearly led US military to intercept Chinese ship: report

Sep 18, 2026Kyle Baird

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Policy

California Governor Newsom orders state's AI companies to build a 'kill switch'

Sep 18, 2026Sarah Wynn

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Sep 18, 2026 • 1 min readJason Shubnell

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Anthropic moves biology work beyond 'in silico' with Bay Area lab: Reuters

Sep 18, 2026Brian Danga

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Palantir CEO Alex Karp says AI giants may need to be nationalized over 'unlimited risks'

Sep 18, 2026James Hunt

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Sep 18, 2026 • 3 min readTimmy Shen

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The Latent Data↗

The numbers behind AI

Original tracking and continuously updated datasets.

FeaturedRevenue

OpenAI vs. Anthropic Revenue Run Rate

  • OpenAI
  • Anthropic
As of 2026-07-31, Anthropic leads with an estimated annualized revenue run rate of $65.$80B$60B$40B$20B$0Jan '23Jan '24Jan '25Jul '26{"f":[360,150,40,8],"s":[["OpenAI","#16a34a"],["Anthropic","#ea580c"]],"p":[["2023-01-31T00:00:00.000Z","Jan '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","Apr '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","Aug '23",91.8,[[0,"$1B",126.58,null],[1,"$0.07B",127.91,null]],null],["2023-09-30T00:00:00.000Z","Sep '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","Dec '23",121.6,[[0,"$1.8B",125.44,null],[1,"$0.09B",127.87,null]],null],["2024-01-31T00:00:00.000Z","Jan '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","Apr '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","Aug '24",181.22,[[0,"$3.6B",122.87,null],[1,"$0.41B",127.41,null]],null],["2024-09-30T00:00:00.000Z","Sep '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","Dec '24",211.03,[[0,"$5.5B",120.16,null],[1,"$1B",126.58,null]],null],["2025-01-31T00:00:00.000Z","Jan '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","Apr '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","Aug '25",270.4,[[0,"$13.8B",108.34,null],[1,"$5.5B",120.16,null]],null],["2025-09-30T00:00:00.000Z","Sep '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","Dec '25",300.2,[[0,"$21.4B",97.51,null],[1,"$9B",115.18,null]],null],["2026-01-31T00:00:00.000Z","Jan '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","Apr '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 (Jul '26). Anthropic: $65B (Jul '26)
Updated Jul 31View chart  →
FeaturedDemand

AI Chat Traffic by Site

  • ChatGPT
  • Gemini
  • Character
  • DeepSeek
As of 2026-08-01, ChatGPT leads AI chat traffic at 5,638.4 million visits million monthly visits.15B10B5B0Jan '23Jan '24Jan '25Aug '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","Jan '23",43.55,[[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 visits",128,null],[15,"0B visits",128,null],[16,"0B visits",128,null],[17,"0B visits",128,null]],"0.67B visits"],["2023-02-01T00:00:00.000Z","Feb '23",50.64,[[0,"1B visits",124.2,null],[1,"0B visits",128,null],[2,"0.09B visits",120.07,null],[3,"0B visits",128,null],[4,"0B visits",128,null],[5,"0.01B visits",119.72,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",119.66,null],[11,"0B visits",128,null],[12,"0B visits",128,null],[13,"0B visits",128,null],[14,"0B visits",128,null],[15,"0B visits",128,null],[16,"0B visits",128,null],[17,"0B visits",128,null]],"1.1B visits"],["2023-03-01T00:00:00.000Z","Mar '23",57.73,[[0,"1.6B visits",121.92,null],[1,"0.03B visits",115.72,null],[2,"0.11B visits",115.2,null],[3,"0B visits",128,null],[4,"0B visits",128,null],[5,"0.02B visits",114.73,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",114.64,null],[11,"0B visits",128,null],[12,"0B visits",128,null],[13,"0B visits",128,null],[14,"0B visits",128,null],[15,"0B visits",128,null],[16,"0B visits",128,null],[17,"0B visits",128,null]],"1.76B visits"],["2023-04-01T00:00:00.000Z","Apr '23",64.82,[[0,"1.75B visits",121.35,null],[1,"0.05B visits",114.53,null],[2,"0.19B visits",113.62,null],[3,"0B visits",128,null],[4,"0B visits",128,null],[5,"0.02B visits",112.82,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",112.72,null],[11,"0B visits",128,null],[12,"0B visits",128,null],[13,"0B visits",128,null],[14,"0B visits",128,null],[15,"0B visits",128,null],[16,"0B visits",128,null],[17,"0B visits",128,null]],"2.02B visits"],["2023-05-01T00:00:00.000Z","May '23",71.91,[[0,"1.8B visits",121.16,null],[1,"0.06B visits",114.09,null],[2,"0.28B visits",112.79,null],[3,"0B visits",128,null],[4,"0B visits",128,null],[5,"0.02B visits",111.66,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",111.54,null],[11,"0B visits",128,null],[12,"0B visits",128,null],[13,"0B visits",128,null],[14,"0B visits",128,null],[15,"0B visits",128,null],[16,"0B visits",128,null],[17,"0B visits",128,null]],"2.17B visits"],["2023-06-01T00:00:00.000Z","Jun '23",79,[[0,"1.7B visits",121.54,null],[1,"0.06B visits",114.86,null],[2,"0.19B visits",113.92,null],[3,"0B visits",128,null],[4,"0B visits",128,null],[5,"0.02B visits",113.12,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",112.99,null],[11,"0B visits",128,null],[12,"0B visits",128,null],[13,"0B visits",128,null],[14,"0B visits",128,null],[15,"0B visits",128,null],[16,"0B visits",128,null],[17,"0B visits",128,null]],"1.98B visits"],["2023-07-01T00:00:00.000Z","Jul '23",86.09,[[0,"1.5B visits",122.3,null],[1,"0.08B visits",116.3,null],[2,"0.21B visits",115.22,null],[3,"0B visits",128,null],[4,"0B visits",114.43,null],[5,"0.02B visits",114.34,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",114.2,null],[11,"0B visits",128,null],[12,"0B visits",128,null],[13,"0B visits",128,null],[14,"0B visits",128,null],[15,"0B visits",128,null],[16,"0B visits",128,null],[17,"0B visits",128,null]],"1.82B visits"],["2023-08-01T00:00:00.000Z","Aug '23",93.18,[[0,"1.43B visits",122.57,null],[1,"0.09B visits",116.81,null],[2,"0.21B visits",115.7,null],[3,"0B visits",128,null],[4,"0.01B visits",114.89,null],[5,"0.03B visits",114.77,null],[6,"0B visits",128,null],[7,"0B visits",128,null],[8,"0B visits",114.67,null],[9,"0B visits",128,null],[10,"0.01B visits",114.61,null],[11,"0B visits",128,null],[12,"0B visits",128,null],[13,"0B visits",128,null],[14,"0B visits",128,null],[15,"0B visits",128,null],[16,"0B visits",114.56,null],[17,"0B visits",128,null]],"1.77B visits"],["2023-09-01T00:00:00.000Z","Sep '23",100.27,[[0,"1.5B visits",122.3,null],[1,"0.09B visits",116.26,null],[2,"0.21B visits",115.12,null],[3,"0B visits",128,null],[4,"0.01B visits",114.29,null],[5,"0.03B visits",114.15,null],[6,"0B visits",128,null],[7,"0B visits",128,null],[8,"0B visits",114.04,null],[9,"0B visits",128,null],[10,"0.02B visits",113.97,null],[11,"0B visits",113.9,null],[12,"0B visits",128,null],[13,"0B visits",128,null],[14,"0B visits",128,null],[15,"0B visits",128,null],[16,"0B visits",113.9,null],[17,"0B visits",128,null]],"1.86B visits"],["2023-10-01T00:00:00.000Z","Oct '23",107.36,[[0,"1.55B visits",122.11,null],[1,"0.1B visits",115.86,null],[2,"0.21B visits",114.71,null],[3,"0B visits",128,null],[4,"0.01B visits",113.87,null],[5,"0.03B visits",113.71,null],[6,"0B visits",128,null],[7,"0B visits",128,null],[8,"0.01B visits",113.58,null],[9,"0B visits",113.56,null],[10,"0.02B visits",113.49,null],[11,"0B visits",113.42,null],[12,"0B visits",128,null],[13,"0B visits",128,null],[14,"0B visits",128,null],[15,"0B visits",128,null],[16,"0B visits",113.41,null],[17,"0B visits",128,null]],"1.92B visits"],["2023-11-01T00:00:00.000Z","Nov '23",114.45,[[0,"1.6B visits",121.92,null],[1,"0.12B visits",115.38,null],[2,"0.21B visits",114.14,null],[3,"0B visits",113.36,null],[4,"0.02B visits",113.29,null],[5,"0.04B visits",113.09,null],[6,"0B visits",128,null],[7,"0.01B visits",112.93,null],[8,"0.01B visits",112.89,null],[9,"0B visits",112.85,null],[10,"0.02B visits",112.78,null],[11,"0B visits",112.7,null],[12,"0B visits",128,null],[13,"0B visits",128,null],[14,"0B visits",128,null],[15,"0B visits",128,null],[16,"0B visits",112.68,null],[17,"0B visits",128,null]],"2.02B visits"],["2023-12-01T00:00:00.000Z","Dec '23",121.55,[[0,"1.6B visits",121.92,null],[1,"0.15B visits",115.27,null],[2,"0.21B visits",113.92,null],[3,"0B visits",113.14,null],[4,"0.02B visits",113.05,null],[5,"0.04B visits",112.82,null],[6,"0B visits",128,null],[7,"0.01B visits",112.63,null],[8,"0.01B visits",112.56,null],[9,"0B visits",112.51,null],[10,"0.02B visits",112.42,null],[11,"0B visits",112.33,null],[12,"0B visits",128,null],[13,"0B visits",128,null],[14,"0B visits",128,null],[15,"0B visits",128,null],[16,"0B visits",112.31,null],[17,"0B visits",128,null]],"2.07B visits"],["2024-01-01T00:00:00.000Z","Jan '24",128.64,[[0,"1.58B visits",122,null],[1,"0.22B visits",115.16,null],[2,"0.19B visits",113.59,null],[3,"0B visits",112.86,null],[4,"0.03B visits",112.76,null],[5,"0.04B visits",112.49,null],[6,"0B visits",128,null],[7,"0.02B visits",112.25,null],[8,"0.01B visits",112.13,null],[9,"0.01B visits",112.07,null],[10,"0.03B visits",111.96,null],[11,"0B visits",111.85,null],[12,"0B visits",128,null],[13,"0B visits",128,null],[14,"0B visits",128,null],[15,"0B visits",128,null],[16,"0B visits",111.82,null],[17,"0B visits",128,null]],"2.13B visits"],["2024-02-01T00:00:00.000Z","Feb '24",135.73,[[0,"1.6B visits",121.92,null],[1,"0.32B visits",114.64,null],[2,"0.18B visits",112.76,null],[3,"0B visits",112.07,null],[4,"0.03B visits",111.95,null],[5,"0.05B visits",111.65,null],[6,"0B visits",128,null],[7,"0.03B visits",111.35,null],[8,"0.01B visits",111.19,null],[9,"0.01B visits",111.12,null],[10,"0.03B visits",110.99,null],[11,"0B visits",110.88,null],[12,"0B visits",128,null],[13,"0B visits",128,null],[14,"0B visits",128,null],[15,"0B visits",128,null],[16,"0B visits",110.85,null],[17,"0B visits",110.84,null]],"2.26B visits"],["2024-03-01T00:00:00.000Z","Mar '24",142.82,[[0,"1.77B visits",121.27,null],[1,"0.43B visits",112.9,null],[2,"0.21B visits",110.44,null],[3,"0B visits",109.63,null],[4,"0.08B visits",109.32,null],[5,"0.06B visits",108.79,null],[6,"0B visits",128,null],[7,"0.04B visits",108.41,null],[8,"0.01B visits",108.21,null],[9,"0.01B visits",108.13,null],[10,"0.03B visits",107.99,null],[11,"0.01B visits",107.86,null],[12,"0B visits",128,null],[13,"0B visits",128,null],[14,"0B visits",128,null],[15,"0B visits",128,null],[16,"0B visits",107.83,null],[17,"0B visits",107.82,null]],"2.66B visits"],["2024-04-01T00:00:00.000Z","Apr '24",149.91,[[0,"1.8B visits",121.16,null],[1,"0.4B visits",112.8,null],[2,"0.21B visits",110.49,null],[3,"0B visits",109.68,null],[4,"0.07B visits",109.42,null],[5,"0.07B visits",108.91,null],[6,"0B visits",128,null],[7,"0.05B visits",108.46,null],[8,"0.01B visits",108.24,null],[9,"0.01B visits",108.15,null],[10,"0.03B visits",107.99,null],[11,"0.01B visits",107.86,null],[12,"0B visits",107.83,null],[13,"0B visits",128,null],[14,"0B visits",128,null],[15,"0B visits",128,null],[16,"0B visits",107.82,null],[17,"0B visits",107.8,null]],"2.66B visits"],["2024-05-01T00:00:00.000Z","May '24",157,[[0,"2B visits",120.4,null],[1,"0.35B visits",111.47,null],[2,"0.2B visits",109.36,null],[3,"0.01B visits",108.57,null],[4,"0.06B visits",108.32,null],[5,"0.07B visits",107.82,null],[6,"0B visits",128,null],[7,"0.05B visits",107.34,null],[8,"0.01B visits",107.09,null],[9,"0.02B 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visits",59.11,null]],"9.07B visits"],["2026-03-01T00:00:00.000Z","Mar '26",313,[[0,"5.73B visits",106.23,null],[1,"2.59B visits",74.62,null],[2,"0.19B visits",64.04,null],[3,"0.35B visits",61.98,null],[4,"0.61B visits",58.31,null],[5,"0.16B visits",55.37,null],[6,"0.33B visits",53.53,null],[7,"0.12B visits",51.85,null],[8,"0.15B visits",50.85,null],[9,"0.04B visits",50.13,null],[10,"0.01B visits",49.95,null],[11,"0.04B visits",49.78,null],[12,"0.02B visits",49.57,null],[13,"0.02B visits",49.42,null],[14,"0.03B visits",49.25,null],[15,"0.02B visits",49.09,null],[16,"0.01B visits",48.99,null],[17,"0.01B visits",48.92,null]],"10.41B visits"],["2026-04-01T00:00:00.000Z","Apr '26",320.09,[[0,"5.51B visits",107.06,null],[1,"2.76B visits",75.63,null],[2,"0.18B visits",64.47,null],[3,"0.41B visits",62.23,null],[4,"0.82B visits",57.54,null],[5,"0.15B visits",53.86,null],[6,"0.28B visits",52.25,null],[7,"0.13B visits",50.71,null],[8,"0.16B visits",49.64,null],[9,"0.04B visits",48.88,null],[10,"0.01B visits",48.69,null],[11,"0.04B visits",48.52,null],[12,"0.02B visits",48.29,null],[13,"0.02B visits",48.14,null],[14,"0.03B visits",47.97,null],[15,"0.02B visits",47.8,null],[16,"0.01B visits",47.7,null],[17,"0.01B visits",47.62,null]],"10.58B visits"],["2026-05-01T00:00:00.000Z","May '26",327.18,[[0,"5.57B visits",106.85,null],[1,"2.9B visits",74.67,null],[2,"0.16B visits",63.02,null],[3,"0.43B visits",60.77,null],[4,"0.95B visits",55.52,null],[5,"0.14B visits",51.37,null],[6,"0.24B visits",49.92,null],[7,"0.13B visits",48.49,null],[8,"0.16B visits",47.37,null],[9,"0.05B visits",46.59,null],[10,"0.01B visits",46.39,null],[11,"0.04B visits",46.22,null],[12,"0.03B visits",45.97,null],[13,"0.01B visits",45.81,null],[14,"0.03B visits",45.64,null],[15,"0.02B visits",45.48,null],[16,"0.01B visits",45.37,null],[17,"0.01B visits",45.29,null]],"10.89B visits"],["2026-06-01T00:00:00.000Z","Jun '26",334.27,[[0,"5.38B visits",107.55,null],[1,"2.86B visits",76.23,null],[2,"0.17B visits",64.73,null],[3,"0.37B visits",62.67,null],[4,"0.95B visits",57.65,null],[5,"0.12B visits",53.61,null],[6,"0.21B visits",52.37,null],[7,"0.12B visits",51.11,null],[8,"0.15B visits",50.08,null],[9,"0.04B visits",49.36,null],[10,"0.01B visits",49.19,null],[11,"0.04B visits",49.02,null],[12,"0.03B visits",48.79,null],[13,"0.01B visits",48.65,null],[14,"0.02B visits",48.51,null],[15,"0.01B visits",48.38,null],[16,"0.02B visits",48.26,null],[17,"0.01B visits",48.16,null]],"10.51B visits"],["2026-07-01T00:00:00.000Z","Jul '26",341.36,[[0,"5.45B visits",107.29,null],[1,"2.69B visits",76.37,null],[2,"0.17B visits",65.54,null],[3,"0.35B visits",63.59,null],[4,"0.97B visits",58.59,null],[5,"0.1B visits",54.51,null],[6,"0.21B visits",53.32,null],[7,"0.08B visits",52.21,null],[8,"0.15B visits",51.32,null],[9,"0.06B visits",50.51,null],[10,"0.01B visits",50.26,null],[11,"0.04B visits",50.11,null],[12,"0.03B visits",49.87,null],[13,"0.01B visits",49.73,null],[14,"0.02B visits",49.61,null],[15,"0.01B visits",49.49,null],[16,"0.03B visits",49.35,null],[17,"0.01B visits",49.23,null]],"10.37B visits"],["2026-08-01T00:00:00.000Z","Aug '26",348.45,[[0,"5.64B visits",106.57,null],[1,"2.62B visits",75.2,null],[2,"0.16B visits",64.65,null],[3,"0.35B visits",62.7,null],[4,"0.95B visits",57.74,null],[5,"0.1B visits",53.77,null],[6,"0.21B visits",52.61,null],[7,"0.07B visits",51.54,null],[8,"0.16B visits",50.65,null],[9,"0.05B visits",49.85,null],[10,"0.01B visits",49.63,null],[11,"0.04B visits",49.47,null],[12,"0.03B visits",49.2,null],[13,"0.01B visits",49.04,null],[14,"0.03B visits",48.89,null],[15,"0.01B visits",48.75,null],[16,"0.02B visits",48.63,null],[17,"0.01B visits",48.53,null]],"10.46B visits"]]}ChatGPT: 5.6B (Aug '26). Gemini: 2.6B (Aug '26). Character: 0.2B (Aug '26). DeepSeek: 0.4B (Aug '26). Claude: 1B (Aug '26). Perplexity: 0.1B (Aug '26). Grok: 0.2B (Aug '26). Copilot: 0.1B (Aug '26). Doubao: 0.2B (Aug '26). Kimi: 0.1B (Aug '26). Poe: 0B (Aug '26). Qwen: 0B (Aug '26). Meta AI: 0B (Aug '26). Yuanbao: 0B (Aug '26). Manus: 0B (Aug '26). Genspark: 0B (Aug '26). GLM: 0B (Aug '26). Le Chat: 0B (Aug '26)
Updated Aug 1View chart  →
From the catalogDemand

Hyperscaler Commercial Backlog Growth (YoY)

  • Microsoft commercial RPO (all commercial)
  • Alphabet revenue backlog (primarily Google Cloud)
  • Amazon long-term RPO (primarily AWS)
Alphabet revenue backlog (primarily Google Cloud) changed 380.1% year over year in 2026-06-30.600%400%200%0%Mar '23Dec '23Sep '24Jun '26{"f":[360,150,40,8],"s":[["Microsoft commercial RPO (all commercial)","#00A4EF"],["Alphabet revenue backlog (primarily Google Cloud)","#4285F4"],["Amazon long-term RPO (primarily AWS)","#FF9900"]],"p":[["2023-03-31T00:00:00.000Z","Mar '23",40,[[0,"196%",90.76,null],[1,"61.7%",116.28,null],[2,"122%",104.82,null]],null],["2023-06-30T00:00:00.000Z","Jun '23",63.92,[[0,"224%",85.44,null],[1,"60.6%",116.49,null],[2,"132.1%",102.9,null]],null],["2023-09-30T00:00:00.000Z","Sep '23",88.1,[[0,"212%",87.72,null],[1,"64.9%",115.67,null],[2,"133%",102.73,null]],null],["2023-12-31T00:00:00.000Z","Dec '23",112.28,[[0,"222%",85.82,null],[1,"74.1%",113.92,null],[2,"155.7%",98.42,null]],null],["2024-03-31T00:00:00.000Z","Mar '24",136.2,[[0,"19.9%",124.22,null],[1,"17.5%",124.67,null],[2,"29.26%",122.44,null]],null],["2024-06-30T00:00:00.000Z","Jun '24",160.12,[[0,"20.09%",124.18,null],[1,"30.03%",122.29,null],[2,"18.55%",124.48,null]],null],["2024-09-30T00:00:00.000Z","Sep '24",184.3,[[0,"22.17%",123.79,null],[1,"33.74%",121.59,null],[2,"23.31%",123.57,null]],null],["2024-12-31T00:00:00.000Z","Dec '24",208.49,[[0,"34.23%",121.5,null],[1,"25.78%",123.1,null],[2,"13.68%",125.4,null]],null],["2025-03-31T00:00:00.000Z","Mar '25",232.14,[[0,"34.04%",121.53,null],[1,"27.45%",122.78,null],[2,"19.85%",124.23,null]],null],["2025-06-30T00:00:00.000Z","Jun '25",256.06,[[0,"36.8%",121.01,null],[1,"37.31%",120.91,null],[2,"24.52%",123.34,null]],null],["2025-09-30T00:00:00.000Z","Sep '25",280.24,[[0,"51.35%",118.24,null],[1,"81.68%",112.48,null],[2,"21.95%",123.83,null]],null],["2025-12-31T00:00:00.000Z","Dec '25",304.42,[[0,"109.73%",107.15,null],[1,"160.52%",97.5,null],[2,"37.85%",120.81,null]],null],["2026-03-31T00:00:00.000Z","Mar '26",328.08,[[0,"99.05%",109.18,null],[1,"406.06%",50.85,null],[2,"92.59%",110.41,null]],null],["2026-06-30T00:00:00.000Z","Jun '26",352,[[0,"84.24%",111.99,null],[1,"380.13%",55.78,null],[2,"154.36%",98.67,null]],null]]}Microsoft commercial RPO (all commercial): 84.2% (Jun '26). Alphabet revenue backlog (primarily Google Cloud): 380.1% (Jun '26). Amazon long-term RPO (primarily AWS): 154.4% (Jun '26)
Updated Jun 30View chart  →
Explore dataView all charts  →
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