Tracking the #debts and #profits of frontier #AI companies (May 2026).
WHY I BUILT THIS
– Many #industry #experts and companies claim AI #profitability by 2030 is possible, so I wanted to see how close we really are. This site tracks cumulative spend versus revenue across most major AI companies in one place, allowing you to see exactly how much #money is flowing into the industry and how far it is from breaking even.
– I’ll be updating these numbers monthly as new reports and financials drop. Perhaps one day, the big “NO” will become a “YES,” and the question will finally be answered :). So far? The big winner is #NVIDIA, who is receiving huge profits from the AI boom by positioning itself as the primary #chip #supplier to the AI sector.
HOW THE NUMBERS WORK
– All figures are estimated cumulative totals (all-time). Because most of these companies are private, the numbers aren’t exact; instead, they are built from leaked financials, #SEC filings, earnings calls, and industry estimates from sources like Bloomberg, the WSJ, The Information, and Epoch AI (all referenced at the bottom).
– The site includes both, big tech infrastructure spend and pure lab spending, hence why companies like #Amazon and #Google have huge spend figures compared to the pure labs like #OpenAI or #Anthropic (big AI investments, not much direct AI #revenue yet). The $/sec counters use current annual burn rates rather than historical averages, to reflect what’s actually happening right now.