Barclays has highlighted that Anthropic's API business has eclipsed OpenAI in terms of both scale and growth pace, significantly boosting AWS's revenue stream. Projections indicate that Anthropic's API business revenue is set to skyrocket to $3.907 billion by 2025, marking a staggering 662% year-over-year surge. In contrast, OpenAI's revenue is anticipated to expand by a mere 80% over the same timeframe. Should Anthropic embark on pre-training for Claude 5 in the fourth quarter, factoring in the earnings from inference services, it alone has the potential to account for 4% of AWS's overall quarterly revenue growth.