Anthropic, the fastest-growing AI startup in the world, today revealed that its run-rate revenue has crossed $30 billion, up from approximately $9 billion at the end of 2025. This means its run-rate revenue has nearly tripled in just four months. The company also noted that more than 1,000 business customers are now spending over $1 million annually.
OpenAI, Anthropic’s chief rival, reported last week that it is now generating $2 billion in revenue per month, putting its annual run-rate at around $24 billion. Based on these figures, Anthropic appears to have surpassed OpenAI in run-rate revenue. While the two companies calculate revenue slightly differently, the trend suggests that Anthropic is currently growing faster. OpenAI, meanwhile, has shifted its strategy recently toward enterprise-focused AI, particularly by developing models optimized for agentic coding use cases.
To support the explosive demand, Anthropic today announced a new agreement with Google and Broadcom for multiple gigawatts of next-generation TPU capacity that will start coming online in 2027. The startup will be using this massive compute infrastructure to train frontier Claude models and serve them to customers worldwide.
Krishna Rao, CFO of Anthropic, said the following regarding the new agreement:
“This groundbreaking partnership with Google and Broadcom is a continuation of our disciplined approach to scaling infrastructure: we are building the capacity necessary to serve the exponential growth we have seen in our customer base while also enabling Claude to define the frontier of AI development. We are making our most significant compute commitment to date to keep pace with our unprecedented growth.”
Anthropic highlighted that Claude models are trained and served on a range of AI hardware, including AWS Trainium, Google TPUs, and NVIDIA GPUs. Despite this new agreement with Google, Amazon remains the startup"s primary cloud provider and training partner. It is important to note that Claude remains the only frontier AI model available on all three big clouds: Amazon Web Services (Bedrock), Google Cloud (Vertex AI), and Microsoft Azure (Foundry).