IT之家 9 月 29 日消息，据外媒 Axios 今天报道，据知情人士透露，OpenAI 年化经常性收入（ARR）已接近 700 亿美元（IT之家注：现汇率约合 4,705.11 亿元人民币）。
据报道，自 2026 年三季度初以来，OpenAI 的年化经常性收入增长超 70%，其 B2B（企业对企业）收入增长超 100%。
消费者业务层面，OpenAI 三季度新增收入超 2025 年全年新增收入，增长强劲。与此同时，AI 行业售价战愈演愈烈，Token 成本下降已经将 OpenAI 和 Anthropic 推入更广泛的售价竞争，迫使两家公司在扩大使用者使用量的同时控制基础设施成本。
另外，OpenAI 和 Anthropic 已经在为 IPO 做准备，因而双方收入竞争显得更加关键。据悉，OpenAI 已经开始推进 IPO 申报工作，Anthropic 则在今年早些时候秘密提交 IPO 申请，其估值也被认为可能接近 2 万亿美元（现汇率约合 13.44 万亿元人民币）。
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IT之家 reported on September 29, citing foreign media Axios today, according to sources, OpenAI's annualized recurring revenue (ARR) is approaching $70 billion (IT之家 note: approximately 470.511 billion RMB at current exchange rates).
According to reports, since the beginning of the third quarter of 2026, OpenAI's annualized recurring revenue has grown by over 70%, with its B2B (business-to-business) revenue growing by more than 100%.
On the consumer business front, OpenAI's new revenue in the third quarter exceeded its total new revenue for the full year 2025, showing strong growth. Meanwhile, price competition in the AI industry is intensifying, and the decline in token costs has pushed OpenAI and Anthropic into broader price competition, forcing both companies to control infrastructure costs while expanding user adoption.
Additionally, OpenAI and Anthropic are already preparing for IPOs, making revenue competition between the two even more critical. It is reported that OpenAI has begun advancing its IPO filing work, while Anthropic confidentially submitted its IPO application earlier this year, with its valuation believed to potentially approach $2 trillion (approximately 13.44 trillion RMB at current exchange rates).