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AI revenue is accelerating so fast that it's starting to dwarf some of the world's most recognizable brands.

Why it matters: AI infrastructure spending forecasts in the trillions of dollars start to make at least a little more sense when investors see how they're paying off.

By the numbers: OpenAI and Anthropic, combined, are on track for an annual revenue rate of about $120 billion, "Key Context" Substack author Tae Kim noted on Monday, via data from AI investment research platform Funda.