FundaAI estimates Anthropic and OpenAI now at a combined $120B in ARR
firstadopter · x · 2026-07-27
According to FundaAI’s estimate, Anthropic and OpenAI together now generate about $120B in annualized revenue.
The chart in the post shows the split and momentum behind that figure:
- Anthropic: estimated ARR of $71.0B
- OpenAI: estimated ARR of $49.2B
- Both are depicted as growing sharply over the past months, with the combined total “up exponentially” over roughly seven months.
The image frames these as independent proxy-based estimates, not company-reported revenue, and shows a forward trajectory that keeps climbing into late 2026.
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