Anthropic’s Annualized Revenue Tops $30 Billion as It Secures TPU Supply Deals With Google and Broadcom

Anthropic, a generative AI company founded by former OpenAI employees, is rapidly expanding its flagship Claude product in the enterprise market as it competes with OpenAI and Google for commercial customers. With training and inference costs remaining high, its ability to control computing expenses while expanding data-center capacity is a key test of the AI startup business model.

Reports indicate that Anthropic expects second-quarter 2026 revenue could reach $10.9 billion, more than doubling from the first quarter and rising about 130% year over year. It could also post its first operating profit, two years ahead of schedule, driven largely by growth in Claude's enterprise user base, improved model-computing efficiency and lower infrastructure costs.

Founded by former OpenAI researchers in 2021, Anthropic focuses on its Claude models and enterprise AI. Claude Code has brought generative AI into software development and become a major revenue driver. The company’s refusal to allow its AI to be used for mass surveillance or fully autonomous weapons has put it at odds with the U.S. Department of Defense, with implications for government procurement and AI safety rules.

A March 3, 2026 report showed Anthropic’s annualized revenue had surpassed $19 billion, more than double the $9 billion recorded at the end of 2025 and up from about $14 billion just weeks earlier. The company completed a $30 billion Series G funding round on February 12 at a post-money valuation of $380 billion. The Pentagon formally designated Anthropic a supply-chain risk on March 5, but Claude added more than 1 million users per day that week.