OpenAI and Anthropic's combined reported annualized revenue run rates reached about $105 billion by late summer 2026

A commentator says OpenAI and Anthropic's combined reported annualized revenue run rates rose from about $30 billion at the start of 2026 to about $105 billion by late summer. The same thread cites ZetaVector's full-year 2026 estimate of 14,707 AI papers mentioning Nvidia's A100. It also says big cloud's reported backlog reached $1.69 trillion in June, including non-AI business.