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AI startup ecosystem deepens shift toward Anthropic and OpenAI

Revenue in the AI startup ecosystem is increasingly concentrating in Anthropic and OpenAI, dubbed the “big two,” with their combined share rising to 89 percent, The Information reported. The outlet said the estimate is based on annualised revenue data for 34 leading AI startups, excluding AI cloud firms renting Nvidia chips and listed companies such as Google and Microsoft. It also noted revenue figures may be inflated due to revenue-sharing deals with cloud partners.