Anthropic just hit $65B in annualized revenue. OpenAI is at $40B. The enterprise AI race has a new leader.

Anthropic's annualized revenue run rate hit $65 billion at the end of July.

That's sevenfold growth from a year ago.

OpenAI sits at $40 billion. Anthropic passed them by $25 billion.

The enterprise market is choosing Claude over ChatGPT. The numbers are unambiguous.

Q2 preliminary revenue: $11.5 billion. That's 14x year-over-year growth.

Enterprise customers account for 80% of Anthropic's revenue. 1,000 accounts now spend over $1 million annually. That number doubled from 500 in February.

Eight of the Fortune 10 are Claude customers.

Menlo Ventures data shows Anthropic holds 40% of enterprise LLM spend. OpenAI holds 27%, down from 50% in 2023. Three years ago, that split was reversed.

The customer behavior shift is the signal. OpenAI's CFO says enterprises moved from "tokenmaxxing" to optimizing cost per unit of intelligence. Anthropic's pricing and model efficiency are winning that calculation.

This isn't consumer growth. This is enterprise procurement making a structural platform decision.

With a $965 billion valuation and IPO imminent, Anthropic is now the most valuable AI company preparing to go public.

For CIOs: your vendor lock-in decision just got more consequential. If you're building on OpenAI, audit your dependency. The market is moving to Claude, and switching costs compound daily.

For CFOs: Anthropic's growth rate means their pricing power will only increase. Lock in enterprise agreements now before the IPO reprices everything.

SOURCE: https://www.cnbc.com/2026/08/17/anthropic-says-annualized-revenue-climbed-to-65-billion-in-july.html
VERIFIED: CNBC, Bloomberg, TechCrunch
SIGNAL: Enterprise AI vendor landscape just shifted permanently. Anthropic is the revenue leader, not OpenAI. Your procurement strategy must account for this.