Revenue per Dollar of Compute Jumps 5.2x in Five Quarters, Chart Shows
BenBajarin · x · 2026-10-26
A chart retweeted by Ben Bajarin shows revenue per dollar of compute rising from 0.40x in Q1'25 to 2.08x in Q2'26 — a 5.2x improvement in compute efficiency over five quarters. Revenue grew from $0.4B to $11.6B while compute and infrastructure expenses rose from $0.9B to $5.6B, meaning revenue is scaling far faster than compute spend.
Related event: Anthropic Revenue per Compute Dollar Up 5.2x(3 posts)→
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