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Gross margins at Anthropic exceed 80% before the company deducts revenue shares for distribution partners or costs for training its AI models. A Financial Times report states the startup disclosed these numbers ahead of a potential IPO. This specific metric removes the compute expenses for building models and the revenue split with partners such as Amazon from the calculation.
OpenAI posted a 33% margin in 2025 and Microsoft Cloud reported 66% for fiscal year 2026. These figures use different accounting definitions and timeframes that make a direct comparison difficult. The reported margin focuses on gross revenue before the bills for cloud compute and distribution agencies are subtracted from the balance sheet.
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Key sources
- SUPPORT@kimmonismus“gross margins above 80%, before partner revenue shares and training costs”x.com
- SUPPORT@maxforai“Anthropic’s gross margins are above 80% before accounting for revenue shared with distribution partners, including Amazon, and the cost of training its models”x.com
- SOURCE@danprimack“Anthropic IPO won't be slowed by safety uproar”x.com
- SUPPORT@wallstengine“Anthropic is still likely to go public in 2026 and has not changed its IPO timeline despite the renewed debate around AI safety”x.com
- SUPPORT@deitaone“OpenAI, meanwhile, is still leaning toward a 2027 IPO”x.com
- SUPPORT@firstsquawk“ANTHROPIC REMAINS ON TRACK FOR 2026 IPO”x.com
- SUPPORT@reuters“Anthropic selects Nasdaq for IPO, Business Insider reports”x.com
- SOURCEmarketbrief.now