The artificial intelligence market is undergoing a tectonic shift. Anthropic, the developer of Claude models, has just revealed impressive financial figures to investors: projected annual revenue is set to reach $65 billion by the end of July. This is a sevenfold increase compared to the end of 2025, when the figure stood at $9 billion. Notably, for the first time in its history, the company recorded positive adjusted operating income for a quarter—a key signal to the market that it has achieved a sustainable monetization model.
Phenomenal Demand from the Corporate Sector
The main driver of this explosive growth has been the corporate segment. Businesses are actively adopting Claude models to automate processes, analyze data, and create content. This is not just a passing trend—companies are seeing real economic returns from AI implementation, as evidenced by their willingness to pay for subscriptions and API access. Anthropic has managed to carve out a unique niche by betting on the safety and reliability of its models, which is especially valued in regulated industries.
An IPO That Will Rewrite History
The company has already confidentially filed for an initial public offering, and in my estimation, the listing could take place as early as this fall. According to preliminary data, Anthropic's market valuation will exceed $2 trillion. If confirmed, this IPO would become the largest in stock market history, surpassing all previous records in the technology sector.
The comparison with its main competitor, OpenAI, is particularly telling. Anthropic's revenue ($65 billion) already significantly outpaces OpenAI's figures ($40 billion). This shifts the balance of power in the AI oligopoly and raises the question of who truly dominates the race in generative models.
My expert commentary: Anthropic's success is not just the story of a single company, but a marker of the maturity of the entire AI market. The fact that a startup achieved operational profitability at such an early stage speaks to a deep product strategy and correct positioning. However, the $2 trillion valuation also carries risks: the market is pricing in a perfect scenario, and any slowdown in growth rates could trigger a correction. Investors should closely monitor corporate client retention metrics and the dynamics of infrastructure spending.