Alternative-data estimates based on purchase intent suggest Anthropic leads by $32.8 billion, while OpenAI's modeled annualized revenue climbed about 25% from May to July.
TickerTrends' alternative-data model estimated Anthropic's annualized revenue at about $74.1 billion, compared with about $41.3 billion for OpenAI, implying a gap of $32.8 billion and placing Anthropic at roughly 1.79 times the size. The same model showed OpenAI's estimate increasing from $33.0 billion in May to $41.3 billion in July, a gain of about 25%. The figures are not official disclosures and instead come from a purchase-intent-based model, making them directional estimates rather than reported company results.