Bualuang Securities revealed that the revenue of OpenAI and Anthropic has grown leaps and bounds, reflecting the serious adoption of AI in the business sector and boosting stocks in the AI Value Chain group. Anthropic's annualized revenue run rate reached over 65 billion dollars at the end of July 2026, up from approximately 9 billion dollars in late 2025, or an increase of more than 7 times. Meanwhile, OpenAI's annualized revenue run rate increased to over 40 billion dollars, or about 2 times from the end of 2025. The key drivers come from usage in coding and agentic workflows, which allow for clear measurement of returns, and AI spending by US businesses increased to nearly 56% in July, up from 50% in March, reflecting that the gap between investment and revenue generation is narrowing. This will fuel the AI Capex Cycle, covering everything from semiconductor equipment, memory, networking, to data center infrastructure.
Anthropic's annualized revenue run rate surged over 7x to $65B, reflecting significant business adoption of AI.
OpenAIPrivate▲ Positive
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OpenAI's annualized revenue run rate doubled to over $40B, driven by strong AI adoption in coding and agentic workflows.
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