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Anthropic said on Monday that demand from Claude customers has accelerated in 2026, with its run-rate revenue surpassing $30 billion.
Anthropic's run-rate revenue surpassed $30 billion in 2026, up from $9 billion in 2025.
KEY POINTS
- The number of business customers spending over $1 million annually on Claude doubled to over 1,000 in two months.
- Anthropic signed a new agreement with Google and Broadcom for multiple gigawatts of next-generation TPU capacity starting in 2027.
- Most of Anthropic's new compute capacity will be located in the United States, expanding its prior $50 billion infrastructure commitment.
- Anthropic continues to use a mix of AWS Trainium, Google TPUs, and NVIDIA GPUs for Claude workloads.
COMPANIES
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