OpenAI vs Anthropic ARR

The selected series, milestone, and scale are retained as component state. Events can change that state without replacing the published KTX2 chart until the host calls render.

A reported annualized-revenue overlay for OpenAI and Anthropic, tracking public run-rate milestones from 2023 through August 2026.

Controls:

• Hover the chart or use the arrow keys to inspect a milestone
• 1 or O: latest OpenAI point
• 2 or A: latest Anthropic point
• L: animate between linear and log scale over 750 milliseconds

Data notes:

• These are reported private-company ARR or annualized revenue run-rate milestones, not audited financial statements.
• OpenAI points use the company's published 2023-2025 ARR milestones and public reporting through August 2026. Bloomberg reported the latest run rate at more than $40 billion.
• Anthropic points use public reporting for 2025-2026 run-rate milestones. Bloomberg reported that the latest run rate reached $65 billion by the end of July 2026.
• Anthropic and OpenAI do not necessarily classify partner and cloud-reseller revenue the same way, so the overlay is best read as directional growth rather than a strict accounting comparison.

Sources include Bloomberg on OpenAI, Bloomberg on Anthropic, OpenAI, Anthropic, Financial Times, Financial Times May 2026, Reuters, The Guardian, Axios, MarketWatch OpenAI, and MarketWatch Anthropic.