New updates have been reported about Anthropic (PC:ANTPQ)
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Anthropic is poised for significant financial growth, with projections indicating potential revenue of $70 billion and cash flow of $17 billion by 2028. This optimism is driven by the rapid adoption of its business products, as the company aims to achieve a revenue run rate of $9 billion by the end of 2025 and targets between $20 billion to $26 billion by 2026. Currently, Anthropic is expected to generate $3.8 billion in revenue this year from its AI model API sales, surpassing OpenAI’s anticipated $1.8 billion. Notably, its Claude Code product is nearing $1 billion in annualized revenue, a substantial increase from $400 million in July.
Anthropic’s aggressive B2B strategy is evident through recent partnerships with Microsoft and Salesforce, aiming to integrate its AI models into Microsoft 365 apps and expand the use of its AI assistant, Claude, across Deloitte and Cognizant. Additionally, Anthropic has launched cost-effective AI models, Claude Sonnet 4.5 and Claude Haiku 4.5, and expanded its offerings for financial services. The company is also considering further fundraising, potentially targeting a valuation between $300 billion and $400 billion, following a recent $13 billion raise at a $170 billion valuation. Despite facing liabilities such as a $2.5 billion credit facility and a $1.5 billion legal settlement, Anthropic expects its gross profit margin to improve significantly, projecting a rise from negative 94% last year to 50% this year and 77% by 2028.