ByteDance led at an estimated $4 billion within a six-firm annual revenue estimate of $11 billion, about one-tenth of OpenAI and Anthropic’s combined $105 billion.
The six firms included DeepSeek and Zhipu AI. The figures for Alibaba and ByteDance also covered cloud computing and other related businesses.
OpenRouter figures for Sept. 16 showed outside services handled about 75% of token calls to Zhipu AI’s GLM-5 in the preceding 24 hours. Outside providers accounted for about 70% of DeepSeek V4 Pro token use over the same period. Eight companies offered GLM-5 through OpenRouter as of Sept. 16.
These usage percentages describe model traffic; they are separate from the estimate of company revenue.
