Scoop: OpenAI's annual recurring revenue nears $70B
Scoop: OpenAI's annual recurring revenue nears $70B
TL;DR
- OpenAI's annual recurring revenue is nearing $70 billion.
- Enterprise sales for OpenAI have more than doubled since July.
- OpenAI's annualized revenue run rate has grown over 70% since the start of Q3.
- Business-to-business revenue has increased by more than 100% in the same period.
- OpenAI added more consumer revenue in Q3 than in all of 2025.
- Rival Anthropic's revenue grew to nearly $4.6 billion in 2025 and reached an annualized $65 billion in July.
- Anthropic's IPO prospectus mentions $518 billion in future cloud, computing, and infrastructure obligations.
- Anthropic warned investors about potential 'existential risk' to humanity from its technology.