OpenAI's business token spend doubled since June, but it still lags Anthropic 51/45 in revenue share
soumitrashukla9 · x · 2026-10-09
- Ramp data shows OpenAI's business token spend has doubled since June, indicating strong enterprise growth.
- Third-party estimates still put OpenAI behind Anthropic in revenue market share, roughly 51/45.
- The earlier $40bn annualized revenue figure involved a contentious "gross up" of cloud-partner sales (AWS, Google Cloud), which Anthropic counts natively; OpenAI has since told investors revenue grew over 70%, implying a $70bn annualized run rate.
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