OpenAI's first-quarter revenue surpassed Anthropic's, but projections say it will be reversed in the second quarter.
U.S. information technology (IT) outlet The Information reported on the 21st (local time) that OpenAI posted $5.7 billion (about 8.6 trillion won) in revenue in the first quarter of this year. That tops the $4.3 billion (about 6.5 trillion won) it earned over the six months of the first half of last year.
It is also about $900 million more than competitor Anthropic's first-quarter revenue of $4.8 billion (about 7.3 trillion won).
OpenAI logged this growth on the back of strong sales to corporations of its coding tool "Codex" and the introduction of ads in ChatGPT.
However, there are views that OpenAI's lead will be overturned in the second quarter and the gap with Anthropic could widen by year's end.
Bloomberg previously reported that Anthropic's second-quarter revenue is expected to rise to $10.9 billion (about 16.4 trillion won) and that it will post its first quarterly profit. OpenAI's second-quarter outlook has not been confirmed, but concerns are growing about stagnating growth, such as a recent slowdown in the increase of ChatGPT users.
In fact, Anthropic's annualized revenue has recently increased to about $45 billion (about 68 trillion won), while OpenAI's annualized revenue remains at about $25 billion (about 38 trillion won) as of February.
If revenue between OpenAI and Anthropic—long the leader in AI model recognition—actually reverses, it Will be a critical turning point in the initial public offering (IPO) processes both are pursuing.
That said, there is also analysis that OpenAI is seeing increased usage of the Codex coding tool and that, after last month's release of GPT-5.5, user numbers are climbing again.