The New York Times, citing four people, reports Anthropic’s annualized revenue
could top $100 billion this year, up from about $65 billion in July. Investors
preparing to join a potential IPO are using the rapid revenue growth to justify
valuations around $2 trillion. Sources say Anthropic could file IPO documents
within weeks and could begin trading as early as November, though timing remains
subject to investor sentiment and market volatility. Separate sources expect
Anthropic to reach roughly 5 GW of compute capacity by year-end and to double
that by the end of next year, approaching OpenAI’s scale. The company recently
hosted about 100 VC investors at its San Francisco headquarters and management
and banks have begun outreach to potential IPO investors.