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Hyperscaler growth rates versus Anthropic and OpenAI's ARR
A post argues hyperscaler growth rates capture more AI activity, including open-source models, than Anthropic and OpenAI's ARR.
TLDR
The writer expects Anthropic to stop sharing annual recurring revenue figures and argues hyperscaler growth rates better reflect AI activity across a wider range of models. Citing public reporting, they say Anthropic had positive free cash flow in Q3 2026; they also say third-party data points to accelerating hyperscaler growth. They predict OpenAI may reach positive free cash flow in the months after their October 15 post and warn against overbuilding AI infrastructure.
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