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Analyst: OpenAI ARR roughly double consensus, Anthropic ARR at $65B
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In a post on X, analyst Daniel Newman stated that OpenAI's annualized recurring revenue (ARR) is approximately double the consensus estimate from last month, when Anthropic's ARR reached about $65 billion. Newman added that growth continues to accelerate quickly for both major AI labs, and that demand for open models is not negatively impacting their growth. The post provides a snapshot of the accelerating financial performance of the two leading AI companies, based on Newman's analysis.
Source report
OpenAI's annualized revenue run rate (ARR) is now approximately double what consensus estimates projected last month, when Anthropic's ARR reached roughly $65 billion.
The growth trajectory continues to accelerate rapidly. Notably, the rising demand for open models does not appear to be hindering the expansion of either of the two major AI labs.
Source
danielnewmanUVNeutral / independent
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