Anthropic tokens surge: OpenRouter usage doubles in October as token prices hit record lows
FinanceYF5 · x · 2026-10-27
OpenRouter data shows Anthropic's daily token usage jumping from 0.73T in August to 2.8T by late October, with a vertical surge after the Haiku 5.5, Sonnet 5.5 and Opus 5.5 launches, while Anthropic's token price index fell to a record low of 0.80 (OpenAI at 0.44).
Estimated revenue: $85M in August → $195M in October, with an October exit run-rate near $275M/month; annualized, roughly $1.0B in August to $3.3B by end of October ($1.9B under a heavy-cache convention). The author argues cheaper tokens are driving faster demand growth.
Related event: Leaked Anthropic Financials Show Positive FCF as Token Usage Soars(15 posts)→
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