Line·2026-09-03·.md

vsvs
ML Engineer

Which ML Engineer seat is healthier — OpenAI, Anthropic, or NVIDIA?

NVIDIA is the healthier seat.

Health is cash share, work-email ticks, and a book that is not cooling.

The desk · cash share, work-email ticks, book, heat

  1. 1NVIDIA$400k

    cash 49% · 14/24 ticks · hot · NVDA +48% 1y · data-center run-rate still compounding

  2. 2OpenAI$653k

    cash 41% · 9/16 ticks · hot · $13B ARR · +80% · still the default AI seat

  3. cash 42% · 6/12 ticks · hot · Claude · $5B ARR · +120% · Series F

Sources