OpenAI plans to raise its annual revenue to $300 billion within four years.

Summary of OpenAI and Anthropic financial plans

From internal documents prepared by the companies for public offerings, it has become clear how they see their development in the coming years.

What the documents reveal about the current situation
- Breakeven: OpenAI believes it can reach breakeven by 2030, planning revenue just under $300 bn per year.
- Current expenses: In 2028 the company intends to invest roughly $121 bn in compute and research – almost twice as much as in 2027. That same year, costs for training large language models will double.
- Expense plan for 2026–2027: OpenAI plans to spend all revenue (100 %) on company needs.

Anthropic takes a more conservative approach: AI‑training expense growth will be gradual, but by 2030 it will exceed only $30 bn. Their first profit – about $5 bn – is expected in 2029, and in 2030 it could reach $20 bn.

How the business models differ
- OpenAI actively serves the consumer segment but has not yet earned direct revenue or advertising payments from it. From 2028 onward, expansion into software and hardware is planned; however, most revenue will remain in software: about $150 bn from consumer AI and just over $100 bn from the corporate segment.
- Anthropic focuses on corporate clients. In 2030 almost all of its $150 bn revenue will come from business, while the consumer market will provide no more than $20 bn.

Conclusion
OpenAI invests huge sums in developing and scaling AI technologies, aiming for significant revenue growth by 2030. Anthropic, on the other hand, adheres to a more moderate expense growth and seeks to reach profitability faster, relying primarily on the corporate market.