The artificial intelligence market is undergoing a tectonic shift. According to my data from closed reports for investors, Anthropic, the company behind the Claude models, has demonstrated staggering momentum: projected annual revenue reached $65 billion by the end of July. This is a sevenfold increase compared to the figure at the end of 2025, when the company reported $9 billion. The numbers speak for themselves—we are witnessing not just growth, but exponential scaling.
Financial Breakthrough and Corporate Demand
The key point I highlight in this report is that positive adjusted operating income for the quarter has been recorded for the first time. This is a signal that Anthropic's business model has reached a level of self-sufficiency, which is extremely rare among AI giants at such an early stage. The main driver has been explosive demand from the corporate sector for Claude models, which demonstrate high efficiency in data processing and automation tasks.
An IPO That Will Change the Game
According to my information, the company has already confidentially filed for an initial public offering, which could take place as early as this fall. Anthropic's valuation, based on preliminary estimates, will exceed $2 trillion. If this happens, we will witness the largest IPO in the history of financial markets, overshadowing all previous records. Notably, in terms of revenue, the startup has already surpassed its main competitor OpenAI, whose figure stands at $40 billion.
My analysis: Anthropic's success is not just the story of one company. It is a marker of the maturity of the entire AI sector, which is transitioning from the phase of experimental investment to the phase of stable monetization. Launching an IPO of this scale will likely trigger a revaluation of all public technology giants and create a new benchmark for valuing private AI projects. Investors should closely watch this offering—it will set the tone for the entire market for years to come.