The valuation of the U.S. artificial intelligence startup Anthropic has soared to $965 billion, surpassing that of OpenAI among private AI companies.
On May 28, local time, Reuters and The Wall Street Journal reported that Anthropic secured $65 billion in a Series H funding round. Following this investment, its valuation was recognized at $965 billion, marking a more than 2.5-fold increase from $380 billion just three months earlier when it raised $30 billion in February.
The key driver behind this valuation surge is rapid growth in revenue. According to Reuters, Anthropic's annualized revenue has exceeded $47 billion. The Wall Street Journal anticipates that the company's second-quarter revenue will more than double to $10.9 billion compared to the previous quarter, with a possibility of posting its first quarterly operating profit.
This growth has been fueled by demand for enterprise services and coding tools. Anthropic's model, Claude, is utilized for task automation and as a support tool for developers. Notably, the rapid adoption of Claude Code, a tool for developers, has allowed Anthropic to expand its customer base among businesses.
Domestic companies have also participated in this investment. Samsung Electronics and SK Hynix have joined Micron as strategic infrastructure partners, although individual investment amounts have not been disclosed. This move is seen as a strategy to secure memory and semiconductor supply chains necessary for large-scale AI facilities.
The competition for computing resources has intensified as well. Anthropic has committed to spending over $100 billion on Amazon Web Services (AWS) technology over the next decade. Amazon has also announced plans to invest up to $25 billion in Anthropic. According to Reuters, citing The Information, Anthropic is set to spend $200 billion over five years on Google Cloud and chips.
However, costs remain a variable. Continued investments in semiconductors, power, and data centers are necessary for model development. Even as revenue grows rapidly, computing expenses are expected to increase concurrently. The fact that Anthropic's valuation has surpassed that of OpenAI signals strong market expectations. Industry insiders interpret this as an indication that the company must demonstrate profitability while managing its expenditure burdens.
* This article has been translated by AI.
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