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550 Anthropic and OpenAI’s Share of AI Startup Revenues Rises to 89%

The Information
Stephanie Palazzolo @ The Information · 05/17/2026 10:00 EDT

Anthropic and OpenAI’s Share of AI Startup Revenues Rises to 89%

Anthropic and OpenAI are widening the revenue gap between themselves and the rest of the AI startup field.

A group of 34 leading startups in that sector, including Anthropic and OpenAI, is generating nearly $80 billion in annualized revenue, or $6.6 billion per month, from selling AI applications or access to the models that power such apps, according to The Information’s Generative AI Database. That’s up 112% from six months ago.

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