Abstract:
The media quoted sources with financial data as saying that OpenAI’s annual recurring revenue is approaching US$700 billion; its enterprise sales have more than doubled since July. Competing product Anthropic previously had an advantage in the enterprise AI market, but OpenAI is quickly catching up.
Since the beginning of the third quarter, OpenAI’s annualized revenue run rate has increased by more than 70% and is now close to US$70 billion.
In the same period, its B2B enterprise business revenue increased by more than 100%.
In terms of consumer business, OpenAI’s new revenue in the third quarter exceeded the total new revenue in 2025.
The two companies are preparing for IPOs. For the first time, investors will clearly see their revenue potential and the huge investment to support rapid business growth.
Anthropic’s prospectus reviewed by the media shows that the company’s revenue in 2025 will increase 11 times to nearly US$4.6 billion.
But its revenue has skyrocketed since then. According to data disclosed by the media, the company's annualized total revenue in July was approximately US$65 billion, and it is still rising rapidly.
Anthropic's prospectus also disclosed that the company has future obligations of US$518 billion in cloud services, computing power and infrastructure.
In its prospectus, Anthropic warned investors that its technology may pose existential risks to humanity.
Prior to this, media reports stated that the head AI laboratory was investigating tens of thousands of incidents in which AI systems exhibited behaviors that researchers generally believed were problematic.
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