OpenAI
Near $70B
Media report · 2026-09-29 (report date)
Anonymous sources; approximate.
Axios ↗Published 2026-09-29
AI business tracker
OpenAI vs. Anthropic revenue run-rate
Follow annualized revenue reports across AI labs and products. Every figure links to its report, keeps its original qualifier, and shows when it was measured or published.
Dataset updated 2026-10-01. Reports have different dates and accounting definitions. Run-rate annualizes recent activity; it is not realized annual revenue, profit, or necessarily contracted recurring revenue (ARR).
Anthropic
>$65B
Media report · 2026-07-31
Anonymous source; end-of-July figure.
Reuters (via MarketScreener) ↗Published 2026-08-17
Cohere
$240M
Media report · 2025-12-31
2025 year-end ARR, restated in September reporting; not a September 2026 measurement.
Reuters (via MarketScreener) ↗Published 2026-09-16
Perplexity
>$750M
Media report · 2026-08-23 (report date)
Company declined comment. Exact measurement day undisclosed.
Reuters citing The Information ↗Published 2026-08-23
Mistral AI
No verified figure in this view
A February FT report cites revenue above $400M; its full metric/date context awaits original-report verification. Year-end targets are forecasts.
xAI
No verified figure in this view
Quarterly revenue and X revenue are not a disclosed standalone xAI run-rate.
Google DeepMind / Gemini
No verified figure in this view
Alphabet and Google Cloud revenue do not isolate Gemini or DeepMind.
Meta / Muse
No verified figure in this view
Muse is tracked as Meta’s AI product. Subscription forecasts and Meta advertising revenue are not Muse run-rate revenue.
DeepSeek
No verified figure in this view
No standalone run-rate verified yet.
Moonshot / Kimi
No verified figure in this view
No standalone run-rate verified yet.
MiniMax
No verified figure in this view
No standalone run-rate verified yet.
September $100B coverage conflicts: Axios describes a current pace; Bloomberg describes a 2026 expectation. Held out of the comparison pending confirmation from the original NYT report. Read report ↗
Mistral’s February Financial Times report is located, but the original full text is paywalled. Its $400M headline is held out pending verification of the metric and measurement date. Read report ↗
Dated report history
Products are components of company revenue and must not be added to the company total. Missing observations are not zero.
| Company / product | Run-rate (USD) | Measurement / report date | Source |
|---|---|---|---|
| OpenAI | Near $70B | 2026-09-29 (report date) Published 2026-09-29 | Axios ↗ Media report Anonymous sources; approximate. |
| ChatGPT Ads | $1B | 2026-08-31 Published 2026-08-31 | OpenAI ↗ Company disclosure Advertising only; included within OpenAI’s business. |
| Perplexity | >$750M | 2026-08-23 (report date) Published 2026-08-23 | Reuters citing The Information ↗ Media report Company declined comment. Exact measurement day undisclosed. |
| OpenAI | $40B | 2026-08-17 (report date) Published 2026-08-17 | Axios ↗ Media report Internal message reported by Axios. Exact measurement day undisclosed. |
| Anthropic | >$65B | 2026-07-31 Published 2026-08-17 | Reuters (via MarketScreener) ↗ Media report Anonymous source; end-of-July figure. |
| Anthropic | >$47B | 2026-05 (day undisclosed) Published 2026-05-28 | Anthropic ↗ Company disclosure Milestone reached during May; exact day undisclosed. |
| Anthropic | >$30B | 2026-04-06 Published 2026-04-06 | Anthropic ↗ Company disclosure |
| Anthropic | $14B | 2026-02-12 Published 2026-02-12 | Anthropic ↗ Company disclosure |
| Claude Code | >$2.5B | 2026-02-12 Published 2026-02-12 | Anthropic ↗ Company disclosure Part of Anthropic; do not add to its total. |
| Cohere | $240M | 2025-12-31 Published 2026-09-16 | Reuters (via MarketScreener) ↗ Media report 2025 year-end ARR, restated in September reporting; not a September 2026 measurement. |
How the tracker updates
Scheduled checks discover new company announcements and media reports. Only unambiguous, dated USD run-rate statements from approved sources can enter automatically. Forecasts, valuations, parent-company totals, product revenue and third-party estimates are kept separate. Unclear or inaccessible reports await review; the last sourced figure stays visible.
A report date is used only when the source does not disclose its measurement date, and is labeled accordingly. Month-only observations retain their month precision. Older figures remain dated even when a newer article repeats them.