据Axios从知情人士处获悉，OpenAI的年化经常性收入正逼近700亿美元，自7月以来企业销售已翻倍有余。
OpenAI's annual recurring revenue is nearing $70 billion, as enterprise sales more than doubled since July, sources familiar with the financials tell Axios.
为何重要：竞争对手Anthropic曾主导企业AI应用市场，但OpenAI一直在迎头赶上。
Why it matters: Rival Anthropic has owned enterprise AI adoption, but OpenAI has been catching up.
数据一览： OpenAI的年化收入运行率自第三季度初以来增长超过70%，达到近700亿美元。
By the numbers: OpenAI's annualized revenue run rate has grown more than 70% since the beginning of the third quarter, reaching almost $70 billion.
- 同期，其B2B收入增长超过100%。
• Its business-to-business revenue has grown more than 100% over the same period.
- 在消费端，OpenAI第三季度新增收入超过2025年全年新增收入。
• On the consumer side, OpenAI added more revenue during the third quarter than it added during all of 2025.
大局观：这一增长正值OpenAI和Anthropic筹备IPO之际，这将让投资者首次最清晰地了解两家公司的收入机会以及推动其增长的巨额支出。
The big picture: The growth comes as OpenAI and Anthropic prepare for IPOs, which would give investors the clearest look yet at both the revenue opportunity and extraordinary spending driving their growth.
- 据路透社看到的一份IPO招股书，Anthropic在2025年的收入增长了12倍，达到近46亿美元。
• Anthropic's revenue grew twelvefold to nearly $4.6 billion in 2025, according to an IPO prospectus seen by Reuters.
- 但自那以后其增长一飞冲天，据《纽约时报》等来源的数据，7月年化总额达到约650亿美元，并持续飙升。
• But its growth has skyrocketed since then, hitting an annualized total of about $65 billion in July and continuing to surge, according to figures in The New York Times and elsewhere.
- 据路透社报道，Anthropic的招股书还显示其拥有5180亿美元的未来云、计算和基础设施义务。
• Anthropic's prospectus also shows it has $518 billion in future cloud, computing and infrastructure obligations, according to Reuters.
耐人寻味之处：作为招股书的一部分，Anthropic警告投资者，其技术可能对人类构成“生存风险”。
The intrigue: As part of that prospectus, Anthropic warned investors that its technology could pose "existential risk" to humanity.
- 此前Axios报道称，顶级AI实验室正在调查数万起事件，其技术采取了理性研究者会认为有问题的步骤。
• This comes after Axios reported top AI labs are investigating tens of thousands of incidents in which their technology took steps reasonable researchers would describe as problematic.
现实检验： Axios未能立即获悉OpenAI支出的细节，而这是与其业务增长相关的重要背景。
Reality check: Axios could not immediately learn details about OpenAI's expenses, which is important context in relation to their business growth.