Anthropic revenue run rate soars to $20B as Pentagon labels it a supply-chain risk

Anthropic More Than Doubled Its Revenue to Nearly $20 Billion in a Few Months

The AI powerhouse's revenue run rate hurdled from $9 billion at the end of 2025. Anthropic's growth story keeps getting more impressive. Just weeks ago, the company raised $30 billion at a $380 billion valuation. Now, Bloomberg reports Anthropic is on track to generate nearly $20 billion in annual revenue -- more than doubling from $9 billion at the end of 2025. The revenue growth is driven by strong adoption of Anthropic's AI models and products, including Claude Code, according to Bloomberg's sources. The company recently surpassed $19 billion in run-rate revenue, up from roughly $14 billion just weeks ago. The combo platter of massive funding and rapid revenue growth positions Anthropic as a major player in the competitive AI landscape. However, the impact of the company's recent clash with Defense Secretary Pete Hegseth remains to be seen. Hegseth declared the AI developer "a supply-chain risk," cutting off Anthropic's sales to the US government and other firms. The designation followed Anthropic leadership pressing for restrictions on the Pentagon's use of its tech for surveillance and autonomous weapons.

Anthropic nears $20 billion revenue run rate amid Pentagon feud - The Economic Times

Anthropic is nearing $20 billion in annual run-rate revenue, up sharply from late 2025, driven by strong adoption of its AI models and Claude Code. Valued at $380 billion, the company shows rapid growth, though its clash with the Pentagon now casts doubt over business prospects.Anthropic PBC is on track to generate annual revenue of almost $20 billion, a projection based on current performance, more than doubling its run rate from late last year -- a sign of the AI company's rapid growth in the lead-up to its recent clash with the Pentagon. The artificial intelligence company recently surpassed $19 billion in run-rate revenue, up from $9 billion at the end of 2025 and roughly $14 billion a few weeks ago, said the people, who spoke on condition of anonymity as the information is not public. The growth in run rate was driven by strong adoption of Anthropic's AI models and products, including its coding tool, Claude Code, the people said. Anthropic, now valued at $380 billion, has seen strong momentum this year. Multiple products from the company have gained viral attention for helping to automate more complex tasks, including Claude Code. However, a clash with the Pentagon over AI safeguards now casts doubt over Anthropic's business. On Friday, Defense Secretary Pete Hegseth declared the AI developer a supply-chain risk -- a designation typically reserved for companies from countries the US views as adversaries. The move came after a tense standoff in which Anthropic pressed for restrictions on the Pentagon's use of its AI technologies for surveillance and autonomous weaponry. Hegseth's declaration is meant to not only cut off Anthropic's sales from the US government, but also numerous other firms. Dean Ball, a former White House adviser who helped create the Trump administration's AI Action Plan, described the declaration as "attempted corporate murder." Anthropic called the move "legally unsound" and said it's prepared to "challenge any supply chain risk designation in court." The long-term impact of the Pentagon's declaration on Anthropic's software sales to business customers - which has long been its core business - remains to be seen. In the meantime, it's gaining traction with everyday users. Anthropic's main app recently topped Apple Inc.'s download charts, reflecting a surge of support for the company during its feud with the Pentagon.

Enterprises Drive Anthropic Run-Rate Revenue to $19 Billion | PYMNTS.com

The artificial intelligence company's growth has been driven by the popularity of its coding tool Claude Code and other AI models and products, according to the report. Anthropic did not immediately reply to PYMNTS' request for comment. This report came at a time when the U.S. government has dubbed Anthropic a supply chain and security risk after the company declined a request from the U.S. Department of Defense to strip certain safeguards from its intelligence systems, PYMNTS reported Monday (March 2). While Anthropic is planning legal action against the Pentagon in response to the designation, the label is still set to trigger compliance obligations for companies that do business with the Department of Defense and will have implications across the enterprise software ecosystem. When Anthropic was valued at $380 billion in a Series G funding round in which it raised $30 billion, the company attributed the investor's interest in part to its strength in enterprise AI and coding. "Whether it is entrepreneurs, startups or the world's largest enterprises, the message from our customers is the same: Claude is increasingly becoming critical to how businesses work," Anthropic Chief Financial Officer Krishna Rao said in a press release announcing the funding round. In that same Feb. 12 press release, Anthropic said its run-rate revenue had grown to $14 billion. In January, it was reported that Anthropic and OpenAI will be competing for enterprise clients this year as both are looking to increase their market share in this segment. Anthropic CEO Dario Amodei said at the time that enterprises accounted for 80% of Anthropic's business and that the company finds them to be a relatively stable source of income. On Feb. 24, Anthropic rolled out new updates to Cowork and a broader set of plugins and connectors designed to turn Claude into role-specific agents that sit alongside existing software rather than replace it, thereby expanding how enterprises can deploy the AI model inside their day-to-day work.