OpenAI vs Anthropic ARR

A reported annualized-revenue overlay for OpenAI and Anthropic, tracking public run-rate milestones from 2023 through May 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: toggle linear/log scale

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, plus public reporting for mid-2025 and March 2026 run-rate updates.
• Anthropic points use public reporting for 2025-2026 run-rate milestones. 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 OpenAI, Anthropic, Financial Times, Financial Times May 2026, Reuters, The Guardian, Axios, MarketWatch OpenAI, and MarketWatch Anthropic.