---
title: ""
date: 2026-04-25
lastmod: 2026-07-21
canonical_url: https://www.tomtunguz.com/ai-revenue/
author: "Tomasz Tunguz"
---



# IBM
We continue to gain momentum with our GenAI book of business growing to over $5 billion inception to date, up by about $2 billion quarter-over-quarter. Approximately 1/5 of this book of business comes from Software and the remaining 4/5 is Consulting. 

# Accenture
We had another milestone quarter in GenAI, with $1.2 billion in new bookings and approximately $500 million in revenue.

# Microsoft
And our AI business has now surpassed an annual revenue run rate of $13 billion, up 175% year-over-year.

# OpenAI 
OpenAI has forecasted $11.6 billion in revenue next year (2025), about $4b

# Anthropic
1b,w

# Salesforce
We ended this year with $900 million in Data Cloud and AI ARR. I

# NVDA
- https://s201.q4cdn.com/141608511/files/doc_financials/2025/q3/NVDA-F3Q25-Quarterly-Presentation-FINAL.pdf
31b


| Company   | Q4 AI  Run Rate |        Figure        | 
|-----------|------------------------|---: | 
| IBM       | $2 |  Q4 Revenue | 
| Accenture | $0.5 | Q4 Revenue | 
| Microsoft | $3.25 | Q4 Run Rate| 
| OpenAI    | $1.5 | Estimated based on Press Reports | 
| Anthropic | $0.4 | Estimated based on Press Reports | 
| Salesforce| $900 million           | Q4 Revenue | 
| NVDA      | $31 billion            | Q4 Revenue |