Anthropic's Q2 Revenue Overtakes OpenAI for the First Time, Hitting $11.5B and First Positive Operating Income
Internal documents seen by Bloomberg show Anthropic generated $11.5B in Q2 2026 versus OpenAI's $6.7B — a 14-fold year-over-year rise — driven by enterprise API revenue (80% to 85% of mix) and Claude Code's ~$8B contribution.