Anthropic has recently emerged as the front-runner in that race, but there is also a backlash against the company in Silicon Valley, where many chief executives have grown nervous about its power over the AI ecosystem.<\/p>\n
The U.S. government briefly banned Anthropic\u2019s Mythos model by foreign entities amid concerns that it could compromise encryption and risk cybersecurity.<\/p>\n
Still, its lead is being closely watched. The company said in May that its annualized revenue run rate had surpassed $4.7 billion earlier that month.<\/p>\n
In recent weeks, Anthropic has struck a series of new computing agreements with companies including SpaceX and Google. Usage data indicates that demand for Claude Code and its other products has remained strong, while the company has also experienced intermittent outages this year, according to the Journal.<\/p>\n
OpenAI Playing Catch Up<\/p>\n
OpenAI has accelerated both its product rollout and enterprise push over the past few months, launching GPT-5.6 in July, merging the Codex coding agent into its ChatGPT desktop app and adding features including multi-repository projects and pull-request reviews.\u00a0<\/p>\n
The company also launched ChatGPT Health, expanded its enterprise partner network with a $150 million investment, and introduced a deployment unit through the acquisition of AI consultancy Tomoro.\u00a0<\/p>\n
More recently, OpenAI expanded access to its latest models, giving free users GPT-5.6 Luna while improving GPT-5.6 Sol for paid subscribers.<\/p>\n
Anthropic unveiled Claude Opus 5 on July 21. In contrast, Google has yet to launch its much-anticipated Gemini 3.5 Pro model.<\/p>\n
Retail View, Valuation<\/p>\n
On Stocktwits, retail sentiment was \u2018bearish\u2019 for Anthropic and \u2018bullish\u2019 for OpenAI.<\/p>\n
Anthropic is valued at $1.13 trillion, compared to OpenAI\u2019s private market valuation of $847.96 billion, according to data from Nasdaq Private Market.\u00a0<\/p>\n
For updates and corrections, email newsroom[at]stocktwits[dot]com.<\/p>\n
Read Next:\u00a0Nvidia CEO Calls AI Data Centers ‘Investable Assets’ After Partnership With Wall Street Firms For $500B Financing Venture<\/a><\/p>\n
![\"Follow](\"https:\/\/chunks-prd.stocktwits-cdn.com\/_next\/static\/media\/google-news-icon.d9c2bfd1.svg\"\/){kind=icon}
<\/a><\/p>\n