OpenAI's Annualized Revenue Nears $70 Billion as Enterprise Sales Double
Multiple sources reveal that OpenAI's annualized revenue run rate is approaching $70 billion, up more than 70% since Q3—one of the most striking figures yet on OpenAI's revenue scale, showing its commercialization is outpacing most expectations. The news first spread via runtimewire, with Axios as the main source and an exclusive report from CBS anchor Madison Mills; all are insider leaks, and OpenAI has not officially confirmed them.
Confirmed
- Sources are consistent: the annualized revenue run rate is approaching $70 billion, up over 70% since Q3.
- Enterprise business is the biggest accelerator: B2B revenue has grown more than 100% since July.
- The consumer business added more new revenue this quarter than in all of 2025.
- Per @kimmonismus: OpenAI's annualized revenue has reached roughly 70% of Anthropic's; @thedealdirector added that OpenAI trailed Anthropic for most of the year (roughly $64 billion vs. $7x billion), with enterprise business closing or even erasing the gap.
Unconfirmed
- All figures come from insider leaks or media reports, with no official confirmation from OpenAI; the Anthropic comparison data likewise lacks official sourcing.
Why it matters
- If accurate, OpenAI's commercialization is significantly ahead of market expectations, and the doubling of enterprise B2B revenue signals its growth engine is shifting from consumer subscriptions to enterprise procurement.
- The rapidly narrowing gap with Anthropic will directly reshape the two companies' dynamics in compute procurement, fundraising valuations, and customer competition.
2026-09-29 ~ 2026-09-30 · 8 related posts
Primary sources
- OpenAI revenue reportedly nears $70B annualized run rate, closing gap with Anthropic — kimmonismus ·
- OpenAI's ARR nears $70B on enterprise growth, matching Anthropic's $64B after trailing all year — thedealdirector ·
- OpenAI's annualized revenue run rate grew over 70% in Q3 to nearly $70B, source says — Ronangmi ·
- Leaked: OpenAI Revenue Run Rate Nears $70B as Enterprise Sales Double — ryanmerket · 2026-09-29
- [source] OpenAI's ARR nears $70B on enterprise growth, matching Anthropic's $64B after trailing all year — thedealdirector · 2026-09-29
- [source] OpenAI's annualized revenue run rate grew over 70% in Q3 to nearly $70B, source says — Ronangmi · 2026-09-29
- OpenAI business revenue doubles since July, annualized run rate near $70B as Anthropic hikes pressure — eyishazyer · 2026-09-29
- OpenAI's annualized revenue run rate nears $70B, up over 70% since Q3 started — Wonderful_Buffalo_32 · 2026-09-30
3 near-duplicate retellings: scaling01 · kimmonismus · kimmonismus