Anthropic Tripled Its Revenue to $30 Billion in One Year. OpenAI Is Still Losing Money.
Anthropic just revealed a $30B run rate, up from $9B late 2025. The safety company is now growing faster than the company that coined the AI hype cycle.
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Anthropic just quietly dropped the most significant number in AI this year: its revenue run rate has hit $30 billion. That is up from $9 billion at the end of 2025. A 233% increase in roughly 15 months.
The disclosure came buried inside what looked like a routine infrastructure announcement. Anthropic confirmed an expanded partnership with Google Cloud and Broadcom to secure "multiple gigawatts" of next-generation TPU compute. Bloomberg first reported the details on Sunday.
Here is what makes this number genuinely stunning: Anthropic hit $30 billion without running ads, without a consumer hardware play, and without buying a media company. It did it by selling Claude to enterprises. Over 500 business customers are now spending more than $1 million annually on Anthropic products.
Compare that to OpenAI. Sam Altman is about to IPO a company that burns $85 billion a year, whose internal leadership cannot agree on a strategy, and whose secondary market shares are struggling to find buyers. OpenAI has the brand recognition. Anthropic has the growth curve.
The Broadcom deal is the infrastructure bet that makes the revenue make sense. Anthropic is locking up custom TPU chips designed specifically for its workloads, built by Broadcom and powered by Google Cloud. This is not renting someone else's GPUs. This is building a custom silicon pipeline. The kind of move you make when you expect demand to keep compounding.
The timing is deliberate. OpenAI is trying to convince public market investors it is worth $852 billion ahead of its IPO. Anthropic just proved it can grow revenue 3x in a year while spending a fraction of what OpenAI burns. If you are an investor deciding where to put your money, the math is not subtle.
There is an irony here that the AI industry should not ignore. The company that positioned itself as the "safety first" alternative, the one the Pentagon blacklisted, the one that swore it would never run ads, is now growing faster than every competitor that cut corners to move fast. Turns out, enterprises will pay a premium for AI they trust. Who would have guessed.
First reported by Bloomberg.