#AnthropicARRHits65B
About AnthropicARRHits65B
Anthropic reportedly crossed $65B in annualized revenue by end of July, with preliminary Q2 revenue above $11.5B, up from $4.73B in Q1. It closed a $65B raise at a $965B post-money valuation and filed a confidential S-1 with the SEC in June. Some investors see annualized revenue reaching $100B to $120B by year end and have floated a $2T IPO valuation. Annualized revenue is not full-year recognized revenue, and those figures are not guidance. Watch revenue quality, retention and compute cost.
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AnthropicARRHits65B المنشورات الشائعة
#AnthropicARRHits65B
Revenue grabs headlines. Revenue quality builds great companies.
Anthropic's growth is impressive, but I'm watching customer retention and compute costs just as closely. Growing fast is one thing. Growing profitably is another.
In AI, the winners won't just have the biggest revenue. They'll have the healthiest business model. Agree?
U.S. stocks rose (SPX +0.2%, NDX +0.6%) as tech advanced after Anthropic’s 2Q revenue jumped 14-fold from the same period in 2025, reinforcing sustained AI spending. 10yr treasury yields and oil edged lower while Bitcoin, gold, and silver gained. September Fed hike odds fell to 30% amid last week’s weak retail sales data. Korean chipmakers and U.S. tech hardware rose pre-mkt on surging AI demand. S&P 2026 EPS estimates reached $362 (+30% YoY), implying a 21.6x forward P/E matching the 10-year yield for the first time since early 2024, and before that the 2000 internet bubble. I remain cautious on $TSLA due to declining forward earnings estimates, intensifying autonomous competition, and an elevated valuation.
PANews Weekly Funding Report | Aug 10-16
Last week, AI fundraising remained concentrated in infrastructure and developer tools. AI data infrastructure company Databricks raised $5 billion in strategic funding, while multiple robotics companies secured nine-figure rounds.
At the application layer, AI coding remained one of the most active categories, while robotics and embodied AI continued to see strong investor interest.
Crypto funding also showed a clearer shift toward regulated and permissioned businesses. In the first half of the year, crypto startups raised $11.2 billion, with disclosed capital flowing mainly into payments and stablecoins, prediction markets, exchanges, and trading platforms.
Globally, 4 blockchain funding events were recorded, with total disclosed capital raised exceeding $18 million.
In addition, several Wall Street giants partnered with NVIDIA to advance a $500 billion AI financing initiative.
#CryptoFunding #VC #AI
Anthropic's annualized revenue hit $65 billion by the end of July, more than 7x its run rate at the end of 2025.
Q2 revenue came in above $11.5 billion, up from $787 million in the same quarter last year and $4.73 billion in Q1 2026. The company is now posting positive adjusted operating income.
For context, the run rate crossed $47 billion in May. OpenAI recently exceeded $40 billion. Anthropic has filed confidentially for an IPO with Morgan Stanley, Goldman Sachs, and JPMorgan.
14x year-over-year revenue growth with positive operating income. The AI compute buildout is not theoretical. It is generating real, accelerating revenue at a scale that would have been unthinkable 18 months ago.
BREAKING: OpenAI said they grew revenue to $6.7B at the end of Q2, up 18% QoQ from Q1’s $5.8B in revenue.
Anthropic doubled its revenue to $11.6B in the same period.
OpenAI’s operating margins continued to worsen as the operating losses outpaced the revenue growth, growing from $9.3B in Q1 to $12.3B in Q2.
Looks like high-beta and semiconductor stocks are down after hours on OpenAI’s growth being much lower than investors had hoped for, creating some fears around the ability for them to follow through on capex commitments.
