How Anthropic Could Hit $100 Billion in Annualized Revenue This Year

What could stop Anthropic now? The maker of the Claude chatbot said Monday it is generating more than $30 billion in annualized revenue, up from $19 billion about a month ago and more than triple its year-end level. At that pace, the company is on track to surpass its mid-December projection of $32 billion in annualized revenue by the end of this year—and could do so eight months early! 

In fact, Anthropic already beat its conservative year-end annualized revenue goal of $28 billion, according to the projections, which haven’t previously been reported. 

That impressive growth has already likely pushed it ahead of the older and larger OpenAI, whose annualized revenue topped $25 billion at the end of February. That’s likely even taking into consideration some differences in how the two AI leaders account for sales of their software through cloud partners, as I’ll get into more below.