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The AI revenue race just broke wide open.
New data from TickerTrends shows Anthropic's annualized revenue on pace for $74 billion. OpenAI is on track for $41 billion.
That's a $32.8 billion gap. Anthropic is now generating 80% more revenue than OpenAI.
Consider where these two companies started the year.
In January, OpenAI's run rate was $21.4 billion. Anthropic's was $10.2 billion.
Six months later, the positions have completely reversed. Anthropic's revenue has jumped roughly 7x since January. OpenAI's has doubled.
The crossover happened in May. Anthropic hasn't looked back.
Anthropic's last officially confirmed figure was a $47 billion run rate in May. The $74 billion figure is an independent tracking estimate for periods the company hasn't reported. OpenAI's last confirmed number was $25 billion.
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What's driving the surge? Enterprise customers.
Roughly 85% of Anthropic's revenue comes from businesses and developers. Claude Code has become the standard tool for AI-powered software development. That revenue is stickier and higher-margin than consumer subscriptions.
OpenAI still owns the consumer market. ChatGPT has hundreds of millions of users. But converting free users into dollars has proven slower than selling to enterprises.
The profit picture tells the same story. Anthropic posted its first operating profit in the second quarter. OpenAI is projecting roughly $14 billion in losses this year, with positive cash flow not expected until the end of the decade.
Now connect this to the IPO calendar.
Both companies confidentially filed with the SEC in June. Anthropic is widely expected to list first — with an IPO in the timeframe of October – December. OpenAI could go public in late 2026 or early 2027.
Anthropic's last private valuation was $965 billion. OpenAI's was $852 billion.
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Ian Wyatt
Editor, IPO Watch