Anthropic, OpenAI blow past Starbucks, McDonald's amid AI boom

Data: Company reports, Funda via "Key Context"; Chart: Ben Berkowitz/Axios AI revenue is accelerating so fast that it's starting to dwarf some of the world's most recognizable brands. Why it matters: AI infrastructure spending forecasts in the trillions of dollars start to make at least a little more sense when investors see how they're paying off. By the numbers: OpenAI and Anthropic, combined, are on track for an annual revenue rate of about $120 billion, "Key Context" Substack author Tae…