OpenAI + Anthropic projected to hit $180B-$210B combined ARR by end of 2026
zephyr_z9 · x · 2026-09-19
Analyst zephyrz9 revised his projection upward: OpenAI and Anthropic will likely end 2026 with a combined ARR of $180B-$210B, up from his earlier estimate of $160B-$200B.
Related event: Analysts Raise Forecast: OpenAI and Anthropic ARR Could Hit $210B in 2026(2 posts)→
More from Venture
- Founder gave his AI his inbox to raise $10M; first tweet hit 100K views — LinusEkenstam · 2026-11-04
- Mistral's valuation soared from $2.2B to $24B in under three years, and one observer now calls it underpriced — smlpth · 2026-11-04
- Gary Marcus: AI data center demand has already passed its peak as projects get killed — GaryMarcus · 2026-11-04
- AI stocks slide as Texas governor result raises data center risks — 1659447091 · 2026-11-04
- Gary Marcus: 'fleecing the public with AI fantasies just got harder' as AI stocks drop — GaryMarcus · 2026-11-04
- Dev's AI agents auto-submit his product to directories, 4 confirmed in 16hrs — pramodk73 · 2026-11-04