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截至第四季度末，过去12个月的订阅收入积压订单（backlog，预计未来期间内确认的合同收入）金额为88.33亿美元，同比增长15.8%。总订阅收入积压订单为281.01亿美元，同比增长12.2%。该积压订单额被计入Paradox和Sana收购案，这两笔收购分别于2026财年第三和第四季度完成。
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Anthropic had refused Pentagon demands that it remove safeguards on its Claude model that restrict its use for domestic mass surveillance or fully autonomous weapons, even as defense officials insisted that AI models must be available for “all lawful purposes.” The Pentagon, including Secretary of War Pete Hegseth, had warned Anthropic it could lose a contract worth up to $200 million if it did not comply. Altman has previously said OpenAI shares Anthropic’s “red lines” on limiting certain military uses of AI, underscoring that even as OpenAI negotiates with the U.S. government, it faces the same core tension now playing out publicly between Anthropic and the Pentagon.