Anthropic Revenue Surges, Set to Post First Profit --- Sales seen reaching $10.9 billion in second quarter, up 130% over the previous quarter.

 

 

This is a temporary blip. Scandals with the Pentagon and Mythos helped. Mythos is also a scandal since it was made available only to big sharks, small companies were left high and dry. This is not how normal competition in society functions. Shame. No open source, no worthy diffusion, no influence, pretend AI use by big companies, no money for Anthropic at the end.

 

Critics in the financial and tech communities argue this profitability is temporary, asserting that high infrastructure costs and heavy reliance on stock-based compensation mask structural issues. They point to the ongoing lack of a true open-source equivalent and question if enterprise adoption is widespread or driven by temporary "hype" cycles.

 

 

 

“Anthropic's revenue is set to more than double to $10.9 billion in the second quarter, an explosive rate of growth that will help it turn an operating profit for the first time.

 

The company disclosed the figures to investors as part of a continuing funding round that is likely to push its valuation above OpenAI's.

 

The projections provide a window into the meteoric rise of a startup that was once a laggard in the AI race and defy the conventional wisdom that AI companies' huge spending needs hamper near-term profitability.

 

Anthropic generated $4.8 billion in sales in the first quarter.

 

Its quarterly revenue is now growing faster than Zoom did during the pandemic, and Google and Facebook in the run-up to their IPOs. It is set to turn an operating profit of $559 million in the June quarter.

 

Anthropic shared financial figures with investors last summer that suggested the company didn't expect to turn a full-year profit until at least 2028.

 

The company might not remain profitable for the full year as it plans spending increases due to its vast computing needs. Its operating profit includes the cost to train new models and excludes stock-based compensation.

 

Anthropic's sales have exploded since the start of the year as enterprises across the world race to adopt its set of coding tools.

 

Anthropic, OpenAI and SpaceX are racing toward public listings that might value each of the three companies at more than a trillion dollars, a testament to the expectations investors have for AI to revamp industries and markets. OpenAI might file paperwork as soon as Friday indicating it plans an initial public offering, and SpaceX is expected to IPO as soon as June, The Wall Street Journal has reported.

 

Anthropic's Claude AI model has gone viral as users began to test its ability to carry out "agentic" tasks, or work for an extended period to fulfill user queries.

 

At the company's developer conference, hosted in San Francisco earlier this month, CEO Dario Amodei joked that its revenue growth had become "too hard to handle" and that he was hoping for "some more normal numbers."

 

The revenue increase shows how quickly the fortunes of different players can change as the race continues to unfold.

 

A few months ago, the White House labeled the company a security risk, and President Trump directed federal agencies to cut ties with Anthropic.

 

The company had refused to agree to the Defense Department's demand to allow its technology be deployed for "all lawful uses."

 

Since then, the relationship has improved, including after Anthropic has repeatedly met with administration officials about its Mythos model, which it released to a select group of companies because of potential cybersecurity risks.

 

Demand for Anthropic's products has strained its computing resources and forced it to limit access for certain users. The company signed a string of new data-center deals in recent weeks to help it grow capacity, including with Elon Musk's SpaceX.

 

In the first quarter, Anthropic spent 71 cents on computing power for every dollar it made.

 

In the current quarter, it expects to spend 56 cents per dollar, a sign that the business is becoming more efficient as it grows.

 

Anthropic primarily uses chips developed by Google and Amazon, which typically cost less than those made by Nvidia, and has taken a more conservative approach than rival OpenAI in its commitments for future data-center spending.

 

The company also has a smaller consumer business, meaning that it doesn't have to subsidize as many free users as OpenAI does for ChatGPT.

 

It is unclear what accounting methods Anthropic has used to book revenue and costs, as the company isn't yet required to follow the financial reporting requirements of a public company.

 

Anthropic and OpenAI account for revenue differently in ways that can make comparisons between the two companies difficult.

 

Anthropic counts sales of its technology through cloud partners as revenue, while OpenAI doesn't. An Anthropic spokeswoman has said this is consistent with standard accounting practices because the company is the principal in the transaction.” [1]

 

1. Anthropic Revenue Surges, Set to Post First Profit --- Sales seen reaching $10.9 billion in second quarter, up 130% over the previous quarter. Berber, Jin.  Wall Street Journal, Eastern edition; New York, N.Y.. 21 May 2026: A1.