Details

  • Anthropic announced $30 billion in Series G funding at a $380 billion post-money valuation, led by GIC and Coatue, co-led by D.E. Shaw Ventures, Dragoneer, Founders Fund, ICONIQ, and MGX, with participation from Microsoft and Nvidia.
  • Total funding since 2021 reaches nearly $64 billion, marking the second-largest venture deal ever after OpenAI's $40 billion in 2025.
  • Run-rate revenue hit $14 billion, growing over 10x annually for the past three years, driven by enterprise and developer adoption of Claude.
  • Claude Code, launched May 2025, reached $2.5 billion run-rate revenue, more than doubling since January 2026, with weekly active users also doubling; it authors 4% of GitHub public commits.
  • Customers spending over $100,000 annually grew 7x in the past year; over 500 spend $1 million+ annually, including eight Fortune 10 companies.
  • Funds will support frontier research, product innovation like Opus 4.6 (leading on GDPval-AA benchmark), and infrastructure across AWS, Google Cloud, and Azure.
  • Recent launches include Cowork with open-source plugins for sales, legal, finance, and HIPAA-compliant Claude for Enterprise in healthcare.

Impact

Anthropic's $30 billion raise at $380 billion valuation solidifies its position as the second-most valuable generative AI company behind OpenAI's $500 billion mark, intensifying the rivalry as both eye IPOs this year while OpenAI seeks another $100 billion. The funding underscores surging enterprise demand, with $14 billion run-rate revenue and Claude's multi-cloud availability on AWS Bedrock, Google Vertex AI, and Azure Foundry providing resilience against GPU shortages and vendor lock-in, unlike more platform-tied competitors. Claude Code's dominance in agentic coding—4% of GitHub commits and $2.5 billion revenue—narrows the gap with OpenAI's Codex iterations, accelerating adoption in software engineering, finance, and cybersecurity. This capital infusion enables deeper R&D into frontier models like Opus 4.6, which excels in knowledge work, potentially steering industry trends toward multi-modal agents and on-device inference over the next 12-24 months amid regulatory scrutiny on AI safety and data privacy.