This page compiles AI vendor revenue data, prioritizing Epoch AI’s structured revenue dataset (which aggregates disclosures and media reports with confidence ratings), alongside SaaStr, The Information, the FT, and company announcements.
The AI Behavior Index is the research arm of OneChat AI, an integrated multi-model AI platform. We compile and analyze data from primary research sources to make AI adoption and market trends more accessible to journalists, researchers, and decision-makers.
Why every figure here is labeled run-rate, not audited revenue: almost all leading AI vendors are private and don’t publish audited quarterly statements. The numbers in circulation are “annualized run-rate” — a recent month’s revenue × 12 — from company disclosures or media reporting, which can have timing and accuracy uncertainty. Epoch AI, our primary source, attaches explicit confidence labels for exactly this reason. We present trajectories as reported, not as precise audited results.
Methodology notes: run-rate annualizes a single recent period and so can overstate or understate stable annual revenue, especially during rapid growth. Figures come from mixed sources (company statements, anonymous-source media reports) with varying reliability. Cross-vendor comparisons are directional — different companies disclose on different dates and definitions. Crucially, these are top-line revenue figures, not profit: both leaders operate at large losses, so revenue growth says nothing about financial sustainability here. Extrapolations should account for both firms’ own guidance of slower 2026 growth.
Sources used on this page:
- Epoch AI — Anthropic vs OpenAI Revenue 2026 (trajectories; exponential fits)
- Epoch AI — AI Companies Revenue Dataset 2026 (structured, confidence-rated)
- SaaStr — Anthropic Passes OpenAI in Revenue 2026 (milestone sequence)
- The Information — OpenAI Tops $25B Annualized 2026 (OpenAI run-rate)
Corrections or suggestions: research@aibehaviorindex.org