ChainCatcher report: Epoch AI updates indicate that OpenAI and Anthropic are experiencing revenue growth rates at or above the rare levels seen in history among tech companies of similar scale. Over the past year, OpenAI increased its annualized revenue run rate from $13 billion to over $40 billion, achieving approximately threefold growth. Anthropic’s revenue rose from $1 billion in 2025 to $9 billion, with further acceleration in the first quarter of 2026, pushing its annualized run rate to more than triple; as of the end of July, it reportedly reached $65 billion. Combined, the two companies saw revenue grow by approximately three times in 2024, more than four times in 2025, and by about 3.5 times from $30 billion to $105 billion as of August 2026. The article notes that sustaining annual growth rates exceeding 100% at a scale above $1 billion is extremely rare; growth in 2025 was already record-breaking, and further acceleration occurred in 2026 on a higher base. Epoch AI analysis suggests that the overall generative AI market’s annualized revenue is nearing $200 billion, with these two companies accounting for roughly half. Sustained hypergrowth may stem from the叠加 of technological advancement and adoption diffusion; future trajectory will depend on whether growth is driven more by ongoing technological progress or broader application adoption. If current growth rates persist, they will significantly impact economic scale, but may eventually slow as the market matures.
OpenAI and Anthropic combined annualized revenue reaches $105 billion
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Summary
Ecosystem growth in the AI + crypto news space continues to accelerate, as OpenAI and Anthropic reach a combined annualized revenue of $105 billion by August 2026. OpenAI’s revenue surged from $13 billion to over $40 billion in the past year, while Anthropic’s increased from $10 billion to $65 billion by mid-2026. Together, the two firms now generate 3.5 times more revenue than the $30 billion they reported earlier in 2026.
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