Geopolitics Alpha

OpenAI and Anthropic are making 10 times more revenue than all Chinese AI models combined, research group Rhodium says

Published . Updated .

Rhodium Group's latest analysis of Chinese and U.S. AI companies also found that low revenue did not necessarily correspond with lower valuation.

Directly affected

  • No company is named in this report.

Indirectly affected

  • CRDO CREDO TECHNOLOGY GROUP HOLDING

    GA selected CRDO as a RELATED security because its canonical security name directly matches this event's themes: technology, group. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • DJT TRUMP MEDIA & TECHNOLOGY GROUP COM

    GA selected DJT as a RELATED security because its canonical security name directly matches this event's themes: technology, group. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • KULR KULR TECHNOLOGY GROUP INC COM

    GA selected KULR as a RELATED security because its canonical security name directly matches this event's themes: technology, group. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • ATGL ALPHA TECHNOLOGY GROUP LIMIT

    GA selected ATGL as a RELATED security because its canonical security name directly matches this event's themes: technology, group. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • GRRR GORILLA TECHNOLOGY GROUP INC SHS NEW

    GA selected GRRR as a RELATED security because its canonical security name directly matches this event's themes: technology, group. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • GRRRW GORILLA TECHNOLOGY GROUP-CW

    GA selected GRRRW as a RELATED security because its canonical security name directly matches this event's themes: technology, group. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
CRDO———————
DJT———————
KULR———————
ATGL———————
GRRR———————
GRRRW———————

Rhodium Group's latest analysis of Chinese and U.S. AI companies also found that low revenue did not necessarily correspond with lower valuation.

Source: CNBC Finance

Price since this story was published: Credo Technology Group Holding (CRDO)

Since the first closing price after “OpenAI and Anthropic are making 10 times more revenue than all Chinese AI models combined, research group Rhodium says,” Credo Technology Group Holding (CRDO) is -1.73%. The S&P 500 fund (SPY) is +0.65% over the same days, a -2.38% difference versus the market.

CRDO
SPY

Who gains and who loses around Credo Technology Group Holding (CRDO)

Companies carried with this story

  • CRDO Credo Technology Group Holding

    For “OpenAI and Anthropic are making 10 times more revenue than all Chinese AI models combined, research group Rhodium says,” Credo Technology Group Holding (CRDO) is linked, with no stored direction, medium confidence. Reason on file: GA selected CRDO as a RELATED security because its canonical security name directly matches this event's themes: technology, group. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • DJT Trump Media & Technology Group

    For “OpenAI and Anthropic are making 10 times more revenue than all Chinese AI models combined, research group Rhodium says,” Trump Media & Technology Group (DJT) is linked, with no stored direction, medium confidence. Reason on file: GA selected DJT as a RELATED security because its canonical security name directly matches this event's themes: technology, group. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • KULR KULR Technology Group

    For “OpenAI and Anthropic are making 10 times more revenue than all Chinese AI models combined, research group Rhodium says,” KULR Technology Group (KULR) is linked, with no stored direction, medium confidence. Reason on file: GA selected KULR as a RELATED security because its canonical security name directly matches this event's themes: technology, group. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • ATGL Alpha Technology Group

    For “OpenAI and Anthropic are making 10 times more revenue than all Chinese AI models combined, research group Rhodium says,” Alpha Technology Group (ATGL) is linked, with no stored direction, medium confidence. Reason on file: GA selected ATGL as a RELATED security because its canonical security name directly matches this event's themes: technology, group. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • GRRR Gorilla Technology Group

    For “OpenAI and Anthropic are making 10 times more revenue than all Chinese AI models combined, research group Rhodium says,” Gorilla Technology Group (GRRR) is linked, with no stored direction, medium confidence. Reason on file: GA selected GRRR as a RELATED security because its canonical security name directly matches this event's themes: technology, group. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • GRRRW Gorilla Technology Group

    For “OpenAI and Anthropic are making 10 times more revenue than all Chinese AI models combined, research group Rhodium says,” Gorilla Technology Group (GRRRW) is linked, with no stored direction, medium confidence. Reason on file: GA selected GRRRW as a RELATED security because its canonical security name directly matches this event's themes: technology, group. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Credo Technology Group Holding (CRDO)

The 17 Sep 2026 story “OpenAI and Anthropic are making 10 times more revenue than all Chinese AI models combined, research group Rhodium says” names Credo Technology Group Holding (CRDO) because of this story.

The link for Credo Technology Group Holding (CRDO) is this: GA selected CRDO as a RELATED security because its canonical security name directly matches this event's themes: technology, group. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Trump Media & Technology Group (DJT) is here too. Its reason reads: GA selected DJT as a RELATED security because its canonical security name directly matches this event's themes: technology, group. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Price levels for Credo Technology Group Holding (CRDO)

CRDO traded between 166.72 and 231.46 across 20 sessions. The latest close on file is 172.85. DJT traded between 6.41 and 9.47 across 20 sessions. The latest close on file is 6.44. KULR traded between 1.73 and 2.69 across 20 sessions. The latest close on file is 1.81.

How strong the case is around Credo Technology Group Holding (CRDO)

46 out of 100

“OpenAI and Anthropic are making 10 times more revenue than all Chinese AI models combined, research group Rhodium says” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.