Anthropic and OpenAI Estimated to Have Over $115B Combined ARR
CathieDWood · x · 2026-08-23
Citing estimates from TickerTrends, Cathie Wood highlights that OpenAI's ARR is roughly $41 billion and Anthropic's exceeds $74 billion. Combined, their $115 billion run rate surpasses the trailing-12-month revenue of SAP, Salesforce, and Adobe, and approaches the $150 billion annualized run rate of Microsoft's Productivity and Business Processes segment.
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