Anthropic vs OpenAI
Both are primarily AI Labs / Model Builders companies. OpenAI reports higher tracked revenue ($25.0B vs $4.6B).
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Side-by-side
| Anthropic | OpenAI | |
|---|---|---|
| Market cap | Unpriced | Unpriced |
| Revenue | $4.6B (FY2025) | $25.0B (FY2026) |
| Primary segment | AI Labs / Model Builders | AI Labs / Model Builders |
| Market position | major | leader |
| Country | United States | United States |
| Tracked suppliers | 5 | 11 |
| Tracked customers | 2 | 2 |
| Chokepoint / criticality | 7/100 | 1/100 |
Market caps/revenue from the wafergraph dataset · data as of 2026-10-28. Criticality is a graph-derived chokepoint score (0–100). Coverage is partial; "Unpriced" means no reliable market cap.
How Anthropic and OpenAI compare
- Revenue: OpenAI reports higher tracked revenue.
- Supply-chain criticality: Anthropic has the higher chokepoint score (7/100 vs 1/100).
- Footprint: Anthropic (United States) vs OpenAI (United States).
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Cite as: wafergraph, “Anthropic vs OpenAI”, https://wafergraph.com/compare/anthropic-vs-openai (data as of 2026-10-28).
Frequently asked questions3
- Is Anthropic bigger than OpenAI?
- By tracked revenue, OpenAI is larger ($25.0B vs $4.6B).
- What's the difference between Anthropic and OpenAI?
- Anthropic is a major in AI Labs / Model Builders based in United States; OpenAI is a leader in AI Labs / Model Builders based in United States. Both operate in the AI & Data Center segment.
- Who are Anthropic's and OpenAI's suppliers?
- wafergraph tracks 5 suppliers for Anthropic and 11 for OpenAI — Anthropic's include NVIDIA, Alphabet (Google), Amazon (Annapurna Labs); OpenAI's include NVIDIA, AMD, Broadcom.