Two companies just posted the fastest revenue growth I've ever seen. |
New data compiled from company disclosures shows Anthropic and OpenAI reached a combined $105 billion in annualized revenue in July. |
A year ago, that combined figure was under $18 billion. |
That's 490% growth in twelve months. And the pace accelerated in July — both month over month and year over year. |
Go here to secure your Pre-IPO stake today. |
Let's break down the numbers. |
Anthropic's revenue run rate hit $65 billion in July. In November, it was $8 billion. That's roughly an 8x increase in eight months. |
OpenAI reached $40 billion — nearly double where it started the year. |
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Now, here's a detail most investors will miss. |
Anthropic's jump from $47 billion to $65 billion may partly reflect a change in how the company reports revenue. Analysts believe Anthropic may have shifted from gross to net revenue reporting. |
If that's right, the $65 billion figure is actually the more conservative number. That's exactly what a smart company does before an IPO — clean up the metrics so there are no surprises in the S-1. |
The huge and growing demand for AI keeps building. Data from OpenRouter — a platform that tracks AI model usage — shows AI usage broadly has accelerated further over the last three weeks. |
Open-source models are taking share too. That's a positive for AI infrastructure demand across the board. |
Why does this matter right now? |
Anthropic confidentially filed for its IPO on June 1. The aggressive target is October, with the broader window pointing to the fourth quarter. OpenAI may wait until 2027. |
When Anthropic's public S-1 drops, these revenue numbers will be the headline. Growth like this — at this scale — has simply never happened before in the history of business. |
Amazon took over a decade to reach $65 billion in revenue. Anthropic got there in about five years. |
Don’t continue sitting on the sidelines. There’s still time to invest in both Anthropic and OpenAI ahead of their IPOs. |
Here’s your link. |
Ian Wyatt
Editor, IPO Watch |
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