Fortune confirms Anthropic has overtaken OpenAI on revenue
Fortune·medium signal
Fortune reported that Anthropic has passed OpenAI on revenue, set against an analysis of Sam Altman positioning OpenAI as a geopolitical actor in US–China AI competition rather than purely a product company. The revenue crossover is a meaningful reordering of the frontier-lab pecking order that had OpenAI comfortably ahead a year ago. For builders choosing a primary model vendor, it signals Anthropic's enterprise/coding traction is now showing up in the top line.