ChatGPT Towers Over Claude With 900 Million Users — But Anthropic May Be Winning The AI Revenue Race, IDC

While OpenAI's ChatGPT appears to maintain a commanding lead in global AI chatbot usage, new industry estimates suggest Anthropic may be generating more revenue despite serving a fraction of the users.

ChatGPT Retains Clear Lead In Global AI Usage According to estimates shared with Benzinga by IDC Research Vice President Arnal Dayaratna, ChatGPT remains the dominant consumer-facing large language model chatbot, with more than 900 million weekly active users worldwide.

IDC estimates Alphabet Inc.’s (NASDAQ:GOOG) (NASDAQ:GOOGL) Google Gemini has between 200 million and 250 million weekly active users, while Anthropic's Claude is believed to have between 40 million and 60 million weekly active users.

Dayaratna said OpenAI's business appears to be diversified across consumer subscriptions, workplace seats, APIs and platform usage.

IDC estimates OpenAI is generating between $30 billion and $40 billion in annualized revenue, including roughly $10 billion to $13 billion from consumer subscriptions and as much as $20 billion from API and platform-related usage.