Anthropic's annual revenue exceeds $65B
This is the mentioned annualized revenue run rate ($65 billion versus $40 billion for the ChatGPT developer), as well as an estimate: by the end of the last investment round, Anthropic is valued at $965 billion, while OpenAI is valued at $852 billion.
Consensus
- Anthropic's annualized revenue run rate surpassed $65 billion by the end of July.
- Anthropic's quarterly revenue grew significantly, with second-quarter revenue exceeding $11.5 billion.
- Anthropic achieved its first adjusted operating profit in the second quarter, estimated at $559 million.
- Anthropic's valuation reached $965 billion in its latest funding round, surpassing OpenAI's $852 billion valuation.
- Anthropic is preparing for an IPO, with plans to debut on Wall Street this autumn.
- Anthropic is working with investment banks Morgan Stanley, Goldman Sachs, and JPMorgan Chase on its IPO.
- Anthropic has submitted a confidential filing for its IPO.
- Anthropic is seeking to secure computing power from Meta's AI data centers, with a potential deal worth up to $10 billion over two years.
- Samsung is being considered as a potential partner for manufacturing AI accelerators for Anthropic.
- Anthropic's revenue growth is primarily driven by corporate clients and developers, especially for Claude Code.
Points of divergence
- Anthropic's revenue increased from $47 billion in May to $65 billion by late July, a rise of nearly 40% in two months. — thebell
- Anthropic's revenue growth is projected to reach $190–200 billion by 2028. — vedomosti
- Anthropic's valuation is expected to reach $2 trillion or more at IPO, compared to $1 trillion for OpenAI. — thebell
- Anthropic may lease computing power from Meta, with a potential deal worth up to $1 billion over two years. — vedomosti
Coverage (2 sources)
- Anthropic revenue in year-over-year terms exceeded $65 billion — The Bell
- Annual revenue of Anthropic may exceed $65 billion before IPO — Ведомости