Analysts Raise Forecast: OpenAI and Anthropic ARR Could Hit $210B in 2026

Anthropic's ARR is reportedly on track to top $100 billion this year, up from $65 billion in July, supporting a $2 trillion valuation, while one analyst raised the combined 2026 ARR forecast for OpenAI and Anthropic to $180-210 billion.

2026-09-19 ~ 2026-09-19 · 2 related posts

• OpenAI + Anthropic projected to hit $180B-$210B combined ARR by end of 2026 — zephyr_z9 · 2026-09-19
• Anthropic reportedly expects ARR above $100B this year, up from $65B in July — kimmonismus · 2026-09-19