Anthropic's annualized revenue run rate has surged past OpenAI's, reaching $30B in April 2026 with projections targeting $45B by late Q2, driven by enterprise AI adoption.

Anthropic projects $10.9B in June quarter revenue, a 130% increase, alongside its first operating profit as enterprise AI demand accelerates.

If Anthropic hits the revenue target, it will post its first profitable quarter, a source told CNBC