Anthropic's revenue operation rate next year is predicted to increase threefold to 9 billion, strongy challenging OpenAI.

Two informed sources revealed that due to the rapid popularity of enterprise-level products, the artificial intelligence startup company Anthropic is expected to achieve a more than two-fold increase in its annualized revenue run rate next year, and may even reach close to a three-fold increase. The insiders said that the company is aiming to reach an internal goal by the end of 2025 to achieve an annualized revenue run rate of $9 billion. The annualized revenue run rate refers to the annual revenue calculated based on current sales velocity. They also mentioned that Anthropic has set more aggressive goals for 2026: the baseline target is to double the annualized revenue to $20 billion, and in the best case scenario, it could reach as high as $26 billion. Anthropic stated that this month its annualized revenue run rate is close to $7 billion, but declined to comment on future expectations. The company had previously stated that this figure had already exceeded $5 billion in August. On Wednesday, Anthropic launched a new version of its cheapest AI model Haiku. This move is part of the company's overall strategy to attract enterprises seeking AI systems that are reliable in performance and priced much lower than its high-end models. The price of Haiku 4.5 is approximately one-third of that of Anthropic's medium-sized model Sonnet 4. Rapid Increase in Demand for Artificial Intelligence This revenue forecast highlights the continued strong demand for generative AI tools by enterprises, and explains why investors remain enthusiastic even as AI spending (especially in infrastructure construction) is under scrutiny. Some are concerned that the current level of investment may be difficult to sustain. The core driver of Anthropic's expansion is the popularity of its enterprise-level products tailored for various institutions. Currently, Anthropic has over 300,000 commercial and enterprise customers, contributing to about 80% of its revenue. Insiders added that Anthropic authorizes customers to use its models through application programming interfaces (APIs), which are tools that help different software systems exchange data. The company's products include the code generation tool Claude Code, which has an annualized revenue run rate of nearly $1 billion since its launch earlier this year. Competing with OpenAI This revenue growth trajectory has positioned Anthropic as a strong competitor to OpenAI, the developer of ChatGPT. OpenAI reported that in August, its annualized revenue had surpassed $13 billion, and with the continued expansion of ChatGPT, it is expected to exceed $20 billion by the end of the year. Currently, the weekly active users of this generative AI assistant have surpassed 800 million. Prior to achieving these revenue milestones, Anthropic, headquartered in San Francisco, went through a period of rapid fundraising and valuation growth. After raising $13 billion in Series F funding led by ICONIQ, the company's latest valuation reached $183 billion, more than doubled from its $61.5 billion valuation in March. Anthropic has received investments from tech companies like Alphabet's Alphabet Inc. Class C (GOOGL.US) and Amazon.com, Inc. (AMZN.US), and has developed the Claude series of large language models to compete with OpenAI's GPT series. The company focuses on AI security and the development of models suitable for enterprise scenarios. Its models have also fueled the growth of startups in the code generation field, such as Cursor. Anthropic is continuously expanding its sales to government customers and expanding its business in markets outside the United States. In August of this year, the company announced that it would provide the Claude model to the U.S. government for $1. Additionally, Anthropic plans to open its first office in Bangalore, India in 2026 - India is its second largest market after the United States. To meet the growing demand, the company also plans to double its international staff size this year and quadruple its AI team.