Epoch AI on OpenAI and Anthropic revenue growth: combined run rate hits $105B in 2026

Epoch AI reports that OpenAI and Anthropic together grew their combined revenue run rate from $30B to $105B in 2026, after more than quadrupling in 2025. OpenAI tripled its run rate from $13B last August to over $40B, while Anthropic went from $1B to $9B in 2025 and reportedly reached $65B by the end of July, though the two firms use different revenue accounting standards. The post asks whether the acceleration reflects a temporary surge from coding agents around Opus 4.5 or a durable trajectory, noting that continued 3x annual growth would naively imply reaching the size of today's world economy in about six years.