OpenAI reported a 35 percent increase in revenue this quarter following the release of GPT-5.6 Sol on 9 July, with enterprise figures rising by more than 50 percent. Internal Ramp data indicates business API spending grew 82 percent quarter-over-quarter, outpacing the 76 percent growth recorded by Anthropic during the same period. This performance marks a significant shift after the rival lab previously surpassed OpenAI in quarterly revenue to reach a $65 billion annualised run rate. The Wall Street Journal noted that Anthropic generated $11.6 billion while OpenAI recorded $6.7 billion before this recent turnaround. OpenAI plans to launch its next model, Astra, in coming weeks, while speculation suggests Anthropic may respond with an updated Fable 5.1 system.
The financial recovery suggests that proprietary models remain competitive despite the rise of open-weight alternatives. Both companies previously faced slowing growth as developers explored non-proprietary options. The current data points to a renewed focus on closed-source capabilities driving enterprise adoption.
* Enterprise revenue grew over 50 percent this quarter
* OpenAI API spending outpaced Anthropic by 6 percentage points
* Anthropic had previously hit a $65 billion annualised run rate
