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Anthropic
Pre-IPOOTC.ANTHCurrent

Anthropic

The AI model developer Claude, a competitor of OpenAI with a focus on safety.

Company website ↗
Foundation year: 2021
Market capitalization
$965 млрд (май 2026)

About

Anthropic — an American artificial intelligence company founded in 2021 by former OpenAI employees, including Dario and Daniela Amodei.

The company's main product — the Claude family of AI models, designed for text processing, programming, analytics, document handling, and enterprise tasks. Anthropic places a special emphasis on the safety, manageability, and predictability of artificial intelligence.

The company is a key competitor to OpenAI and actively works with corporate clients and developers. In May 2026, Anthropic announced it had raised $65 billion at a valuation of approximately $965 billion.

Income factors

The main product — the Claude family of AI models, monetized through B2B subscriptions, APIs for developers, and corporate contracts: unlike competitors, Anthropic targets the enterprise, rather than the mass consumer market. Annual recurring revenue (ARR) grew from $9 billion in January 2026 to $47 billion by May 2026 — a fivefold increase in five months, largely thanks to the Claude Code developer tool, which provided $2.5 billion in ARR by April 2026 on its own.

Main competitors

OpenAI, Google DeepMind, Meta AI

Prospects

In May 2026, the company raised a round at a valuation of $965 billion — among the investors are Google and Amazon (both contributing $4 billion), as well as Lightspeed, Bessemer, BlackRock, Blackstone, ICONIQ Capital, and Coatue Management. In June 2026, Anthropic confidentially filed a preliminary S-1 form with the SEC; the exact date of the IPO has not been publicly announced, but both leading AI labs (Anthropic and OpenAI) are targeting the fourth quarter of 2026. The first operational profit is expected in the second quarter of 2026 — a rare case of profitability at such a growth stage for an AI lab of this scale.

Risks include: enormous costs for computing power to train top-tier models, the status of Public Benefit Corporation may limit traditional shareholder priorities, direct competition with OpenAI and Google DeepMind in terms of pricing and model capabilities, as well as the concentration of influence from major investors (Amazon and Google), who simultaneously own substantial shares and control significant portions of the company’s computing infrastructure.