According to The Information, Anthropic's annual revenue is close to $45 billion, leading OpenAI by about 35%, and has increased fivefold from $9 billion at the end of 2025; OpenAI's growth is approximately 50%. Anthropic mainly focuses on enterprise AI, code generation, and white-collar scenarios, and may have already achieved quarterly profitability; OpenAI still faces pressure from computing power and consumer costs.

MarsBitNews

2026-05-27 03:05:52

Abstract generation in progress

Mars Finance News, according to The Information, AI company Anthropic's current annualized revenue has approached $45 billion, while OpenAI's latest estimated annualized revenue is about $33 billion, which means Anthropic's revenue scale may have already surpassed OpenAI by at least 35%. This situation has significantly reversed compared to the end of 2025. At that time, Anthropic's annualized revenue was about $9 billion, less than half of OpenAI's; but since then, Anthropic's revenue has increased about 5 times, while OpenAI's has grown about 50%. The report also points out that Anthropic currently relies mainly on enterprise AI, code generation, and white-collar work scenarios to achieve rapid growth, and may have already achieved quarterly operational profitability; in contrast, OpenAI still faces high costs for computing power and consumer business operations.

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SunshineCollector

· 8h ago

45 billion vs 33 billion, OpenAI has fallen behind Claude, facing immense pressure to pivot.

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DaoDoorKeeper

· 13h ago

Claude's B2B strategy has succeeded, while OpenAI is still relying on consumer renewals to keep going.

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GateUser-cb789e81

· 13h ago

OpenAI's 50% growth isn't considered slow; it's just that competitors are moving too quickly.

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CheckingEthInTheElevator

· 13h ago

Enterprise clients are willing to pay for code generation, while consumer-side ChatGPT memberships are struggling to grow.

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QuietValidator

· 14h ago

The white-collar work scene is indeed a blue ocean, and Copilot competitors should be panicking.

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Paper-SculptedOctopusNight

· 14h ago

It seems that there are no eternal kings in the AI track; this wave of Anthropic is worth studying.

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StakingSparrow

· 14h ago

From less than half to a 35% lead, this reversal story is even more exciting than DeFi mining.

View OriginalReply0

SeeingTheChainThroughTheFog

· 14h ago

Wait, has Anthropic already turned a profit? OpenAI is still burning through funding, right?

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Analysis: Anthropic's annualized revenue may already be at least 35% higher than OpenAI's

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