# OpenAI vs Anthropic ARR

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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](https://openai.com/index/a-business-that-scales-with-the-value-of-intelligence/), [Anthropic](https://www.anthropic.com/news/google-broadcom-partnership-compute), [Financial Times](https://www.ft.com/content/1ffc5fe7-6872-42a0-8b98-dc685f9c33c6), [Financial Times May 2026](https://www.ft.com/content/fd0aec4a-50d1-4594-b489-7420bd0b4268), [Reuters](https://www.reuters.com/business/openai-reaches-12-billion-annualized-revenue-run-rate-information-reports-2025-07-30/), [The Guardian](https://www.theguardian.com/technology/2026/feb/12/anthropic-funding-round), [Axios](https://www.axios.com/2026/04/13/anthropic-revenue-growth-ai), [MarketWatch OpenAI](https://www.marketwatch.com/story/openai-is-now-bringing-in-2-billion-a-month-and-3-more-highlights-from-its-latest-update-b00f4141), and [MarketWatch Anthropic](https://www.marketwatch.com/story/anthropic-just-set-the-stage-for-a-blockbuster-ipo-beating-openai-to-the-punch-4cde9d9f).