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Anthropic Tops OpenAI on Revenue at Nearly $45 Billion Run Rate, Briefly Profitable

aiai-sector-impactbusiness 4 posts · 2 accounts

Anthropic has overtaken OpenAI on revenue after growing fivefold in the first five months of 2026, reaching an annualized run rate of nearly $45 billion and briefly turning profitable, according to The Information. OpenAI is estimated at about $30 billion in annualized revenue and remains deeply in the red, putting Anthropic at least 35% behind its rival on that measure.

The change reverses the companies’ positions from the end of last year and reflects strong demand for Anthropic’s AI coding and enterprise tools, the publication said. The gap could complicate OpenAI’s IPO plans if Anthropic reaches public investors first.

From the sources (4 posts)

@theinformation

Anthropic is now likely generating at least 35% more revenue than OpenAI, reversing the companies’ positions from the end of last year. The shift could complicate OpenAI’s IPO plans if Anthropic reaches public investors first. More insigh

@theinformation

Anthropic is now generating an estimated 35% more revenue than OpenAI, fueled by booming demand for AI coding and enterprise tools. Full story:

@cointelegraph

🚨 NOW: Anthropic is generating at least 35% more revenue than OpenAI, hitting $45B annualized versus OpenAI's $30B, per The Information.

@theinformation

Anthropic’s revenue has surged past OpenAI’s after growing fivefold in the first five months of 2026. The startup is now generating revenue at an annualized rate of nearly $45 billion and has briefly turned profitable while OpenAI remains

Preview built on a synthetic news corpus (16 weeks, Apr–Jul 2026). Impact calls are model reads, not price data.

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