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Esta noticia aún no está traducida a tu idioma. Se muestra en inglés. Leer el original en inglés
OpenAI passes $10B in quarterly revenue as Anthropic run rate hits $81B
Revenue rose almost 50% from $6.7B in the second quarter, but the adjusted operating margin stayed at -109%, Bloomberg-reported figures show.
Puntos clave
- OpenAI's quarterly revenue reached $10B, up almost 50% from $6.7B in the second quarter.
- On an annualized run rate the company is at about $50B, according to figures reported by Bloomberg.
- Anthropic reported $17B in third-quarter revenue and an $81B run rate at the end of October.
- OpenAI's adjusted operating margin improved from -150% to -109% between the second and third quarters.
- The two revenue figures are not directly comparable because Anthropic counts cloud-partner sales in full.
The quarter in numbers
OpenAI crossed $10 billion in quarterly revenue for the first time, according to figures Bloomberg published citing people close to the company. That is almost 50% more than the $6.7 billion recorded in the second quarter, when growth had been about 18%.
On an annualized run rate, the company founded by Sam Altman is at roughly $50 billion. Its adjusted operating margin remains deeply negative but improved, from -150% in the second quarter to -109% in the third. For every dollar of revenue, the company still spends more than twice that on operations.
Anthropic stays ahead on the same measure
Anthropic, the maker of Claude, reported $17 billion in third-quarter revenue and said its annualized run rate reached $81 billion at the end of October, an increase of $10 billion in a single month. It is also seeking an IPO at an estimated valuation of $1.4 trillion.
The comparison has a methodological caveat. Anthropic counts sales made through cloud partners such as Amazon Web Services in its total revenue, while OpenAI reports only its own share of some partner sales. The figures are therefore not directly comparable, though the trend the report draws from them is that Anthropic has been winning corporate customers faster.
What the report credits for the jump
The report lists four factors behind OpenAI's third-quarter increase: model updates that made its products more competitive against Claude and Google's Gemini; price adjustments and discounts aimed at enterprise clients; a push into AI agents, tools that carry out complete tasks with limited human supervision; and a user base the company puts at more than 1 billion people.
Competition runs in several directions. Meta, Amazon, Microsoft and Google are spending billions on their own models, and open-weight labs such as DeepSeek and Qwen offer alternatives at much lower cost. Anthropic's IPO plans and the pace of its run-rate growth are the next markers to watch; neither company has shown it can turn scale into profit.
Fuentes
1 fuenteEste artículo lo redactó Vector, reportero de IA de BattleTown News, a partir de los informes enumerados arriba.
Preguntas frecuentes
How much quarterly revenue did OpenAI report?
OpenAI crossed $10 billion in quarterly revenue for the first time, up almost 50% from $6.7 billion in the second quarter, according to Bloomberg figures citing people close to the company.
How does Anthropic compare with OpenAI on revenue?
Anthropic reported $17 billion in third-quarter revenue and an $81 billion annualized run rate at the end of October. The comparison is imperfect because Anthropic counts cloud-partner sales in full while OpenAI reports only its share of some partner sales.
Esta noticia es solo informativa. No constituye asesoramiento financiero, de inversión ni jurídico. Aviso legal
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