Chart Shows OpenAI and Anthropic Revenue Accelerated in July
GavinSBaker · x · 2026-08-19
A chart indicates that the combined revenue of OpenAI and Anthropic accelerated both month-over-month and year-over-year in July. Analysis suggests Anthropic may have shifted its ARR reporting from gross to net, making the $65B figure a more conservative metric than the $47B, a smart move ahead of an IPO. Additionally, OpenRouter data shows AI usage has broadly accelerated over the last 3 weeks, with open source models gaining share, which is positive for AI infrastructure demand.
Related event: Anthropic's ARR Tops $65B, Overtaking OpenAI as Fall IPO Looms(27 posts)→
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