Anthropic 成为“AI 界的 Apple”：价格最高却创下最高营收

• Anthropic 的 AI 解决方案在 Token 用量和支出方面领先，使其在 2026 年 7 月的营收超过所有竞争对手，巩固了其头号 LLM 提供商的地位。
• 这一成功是在 Anthropic Token 定价高于竞争对手的情况下取得的。
• 相关数据由 Vercel 的 AI Gateway 汇总；这是一项 API 服务，可路由 LLM，方便用户在不同 AI 提供商之间切换。

对 AI 行业的月度分析揭示了 2026 年 7 月的一些意外趋势，其中最引人注目的，是 Anthropic 在营收和 Token 使用量两方面的持续增长。

尽管该公司对 Token——即 AI 的计算数据货币——收取更高的价格，增长仍在持续。

数据由 Agent 基础设施公司 Vercel 编制。该公司的 AI Gateway 被许多大型企业和开发者使用。数据发现，在经历 5 月和 6 月连续两个月上涨后，所有受分析平台的平均每 Token 价格均出现下降。尽管整个行业的支出总额增长了 37%，每 Token 成本却有所降低。

Anthropic 的增长

Vercel 对通过其 API 进行交易的分析多次显示，Anthropic 占据主导地位。其从 2025 年 12 月开始统计 Gateway 支出；此后的每个月，Anthropic 的支出份额都超过 60%。到 7 月，该比例达到 65.1%，同时占通过 Vercel AI Gateway 发送的全部 Token 总量的 30%。

不过，其平均每 Token 价格约为所有 AI 实验室整体平均水平的 4.4 倍。Token 价格很少保持稳定：Vercel 的数据显示，在 5 月上涨 20%、6 月变化不大后，平均价格下降了 13.6%。

（作为参考，报告中“每 Token 价格”的定义为总支出除以总 Token 用量。）

然而，尽管每 Token 价格较高，Anthropic 在 7 月的每 Token 价格仍有所下降。这一变化被归因于 Claude Fable 5 在暂时暂停后重新恢复向公众开放。

月度数据收集

Vercel 每月对流经其 API 的数据进行观察，不仅描绘了 Anthropic 的增长，也呈现出其竞争对手的表现——或缺乏表现。

例如，报告记录了中国 AI 公司 DeepSeek 自 5 月起、贯穿 6 月的意外增长。报告指出：“我们曾表示，一家开放权重实验室很快会在用量上升至第二位。7 月，DeepSeek 超越了 Google，获得这一位置。”

DeepSeek 对 Google 的超越颇为意外，使其按 Token 用量排名第二。真正的故事则是 Anthropic 正逐渐巩固其相对于其他 LLM 制造商的强势地位。尽管 Token 价格较高，其更强的营收能力表明，Claude 的近期迭代，以及市场对 Mythos 5 逐步发布的期待，正为该公司建立强大的声誉——很像 Apple。

• Volume and spend on tokens for Anthropic’s AI solutions made it more revenue than any of its competitors in July 2026, cementing its position as the top LLM provider
• This success is despite Anthropic’s tokens being more expensive than its competitors
• The data was collated by Vercel’s AI Gateway, an API service that routes LLMs for easy AI provider swapping

Monthly analysis of the AI industry has revealed a number of surprises for July 2026, not least the continued growth of Anthropic both in terms of revenue and token use.

This is despite the company charging a higher rate for tokens, AI’s computational data currency.

The data was compiled by agentic infrastructure company Vercel, whose AI Gateway is used by many major companies and developers, and found the price-per-token average across all analysed platforms fell following two months of growth in May and June. Despite the overall 37% increase in spend across the industry, the cost per token rate dropped.

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Anthropic growth

Vercel’s analysis of transactions through its APIs has repeatedly demonstrated a dominance for Anthropic. Its reporting on gateway spend started in December 2025 and in every month since, Anthropic has had over 60% of the spend share, and in July that figure sat at 65.1% with 30% of the total volume (of all tokens sent through the Vercel AI Gateway).

Yet the average price per token was on 4.4 times higher than the overall average across all AI labs. Token prices have rarely proved to be steady, with Vercel’s data reporting an average price drop of 13.6% after a 20% rise in May and little change in June.

(For reference, the report’s definition of the price per token is the total spend divided by the total volume.)

Despite a higher price per token, however, Anthropic’s price per token was lower in July, a change attributed to the return to public access of Claude Fable 5 after its temporary suspension.

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Monthly data collection

Vercel’s monthly look at the data that flows through its API paints a fascinating picture not just of Anthropic’s growth, but of the performance (or otherwise) of its competitors.

For example, it charts Chinese AI company DeepSeek’s surprise growth from May, through June; the report notes that “we said an open-weight lab would soon be second by volume. In July, DeepSeek surpassed Google to take that place.”

DeepSeek’s growth over Google has proved to be a surprise, one that puts it in second place on volume. The real story is Anthropic’s gradual cementing of its strong position over the rest of the LLM makers. Its larger revenue pull despite higher token price indicates that the recent iterations of Claude and anticipation over the gradual release of Mythos 5 are giving the company a strong reputation – much like Apple.

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