Revenue per GW for traditional internet/hyperscaler companies vs leading AI labs

 

Company Period Revenue Electricity consumed Avg. GW consumed Revenue / avg. GW
Google / Alphabet CY2025 $402.8bn ~44 TWh ~5.0 GW ~$80bn/GW
Microsoft FY2025 $281.7bn 37.03 TWh 4.23 GW ~$66.7bn/GW
Meta CY2024 $164.5bn 18.42 TWh 2.10 GW ~$78.2bn/GW

Meta’s ESG report for 2025 hasn’t released yet.

Source: ChatGPT and companies’ ESG reports

This compares to OpenAI and Anthropics $10bn/GW to $30bn/GW.

 

Latest annualized revenue Current/live compute ARR per GW
Anthropic ~$65bn ~2–3 GW est. ~$22–33bn/GW
OpenAI ~$40bn ~3–4 GW est. ~$10–13bn/GW

 

Leave a Reply

Your email address will not be published. Required fields are marked *