OpenAI's annualized revenue run rate has surged to nearly $70B, marking a 70% increase since the start of Q3, according to Axios. This report triggered a 5% jump in Oracle shares, a key cloud infrastructure provider for OpenAI. Meanwhile, Anthropic reported an annualized revenue of approximately $65B in July, with its 2025 revenue rising twelvefold to nearly $4.6B. OpenAI's B2B revenue doubled over the same period, while its consumer business generated more revenue in Q3 than all of 2025.