Epoch AI: OpenAI and Anthropic combined run rate reaches $105B in 2026
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Epoch AI estimates that OpenAI and Anthropic's combined revenue run rate rose 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 grew from $1B to $9B in 2025 and reportedly reached $65B by the end of July. Epoch AI notes the two companies use different revenue accounting standards, so the combined figure is not a like-for-like sum. Epoch AI asks whether the acceleration is a temporary surge tied to coding agents around Opus 4.5 or a durable trend, noting that continued 3x annual growth would naively imply the size of today's world economy in about six years.
Generated from reports · updated 37 min ago
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- Hacker News · AIEpoch 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.
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