"according to a person with knowledge of the company’s financials" is how professional journalists tell you that someone who they judge to be credible has leaked information to them.
I wrote a guide to deciphering that kind of language a couple of years ago: https://simonwillison.net/2023/Nov/22/deciphering-clues/
Unfortunately tech journalists' judgement of source credibility don't have a very good track record
But there are companies which are only serving open weight models via APIs (ie. they are not doing any training), so they must be profitable? here's one list of providers from OpenRouter serving LLama 3.3 70B: https://openrouter.ai/meta-llama/llama-3.3-70b-instruct/prov...
chasing down a few sources in that article leads to articles like this at the root of claims[1], which is entirely based on information "according to a person with knowledge of the company’s financials", which doesn't exactly fill me with confidence.
[1] https://www.theinformation.com/articles/openai-getting-effic...