Analyst projects OpenAI and Anthropic could hit $600B+ combined ARR by end of 2027
zephyr_z9 · x · 2026-10-08
- Building on a GS estimate that hyperscale AI needs $526bn annual revenue, zephyrz9 models both labs scaling from 2GW today to 5GW by YE26 and 10GW by YE27, at $20bn revenue per GW.
- He projects 10-12GW of dedicated inference capacity by EOY27 and blended revenue per GW above $60bn, making $600bn+ combined ARR by end of 2027 plausible if demand holds.
- He also predicts persistent customer-facing agents running for weeks, and "Bel/Model 3"-class models eating into global R&D spend as the next big opportunity (news expected late Q1/early Q2 2027).
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