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According to Bloomberg News, citing people familiar with the matter, AI startup Anthropic has recently disclosed remarkably strong financial figures to prospective investors. The company’s preliminary revenue for the second quarter of 2026 has officially surpassed $11.5 billion – a surge of nearly 14-fold compared to the $787 million recorded in the same period of 2025. Adjusted operating profit for the quarter has also turned positive.
This explosive growth figure underscores the powerful market penetration of Anthropic’s flagship Claude model within the enterprise segment, while injecting considerable confidence into the company’s forthcoming initial public offering (IPO).
Enterprise and Coding Demand Fuels a Revenue Run Rate That Overtakes OpenAI
Tracing Anthropic’s revenue trajectory over recent quarters reveals a remarkably steep growth curve: from $787 million in the second quarter of 2025, to $4.73 billion in the first quarter of this year, and now surging past $11.5 billion in the second quarter.
Earlier reports had already indicated that Anthropic’s annualized revenue run rate surpassed $47 billion as of this past May. Compared against OpenAI’s recently reported annualized revenue figure of over $40 billion – though the two companies’ calculation methodologies may differ somewhat – Anthropic, once regarded as the “challenger” in this rivalry, has now demonstrated revenue scale sufficient to stand on equal footing with OpenAI, and by some measures, to surpass it.
This growth momentum stems primarily from deep enterprise adoption of the Claude model ecosystem. Particularly within professional workflows such as software engineering, complex code development, long-context logical analysis, and autonomous agent tasks, Claude has leveraged its high reliability and superior context-handling capabilities to capture substantial high-value enterprise contracts away from major technology giants and startups alike.
Secretly Filed for a Mega IPO With Three Top Wall Street Banks
Facing an AI foundation model training landscape where computing infrastructure costs routinely run into the hundreds of billions of dollars, turning to public capital markets has become an inevitable path forward. Sources familiar with the matter revealed that Anthropic has officially and confidentially filed for an IPO, and is working closely with top-tier Wall Street investment banks – Morgan Stanley, Goldman Sachs, and JPMorgan Chase – to actively advance a large-scale public offering.
Anthropic is counting on the abundant financing channels available through public markets to secure continued investment in advanced foundation models and physical computing infrastructure, further solidifying its competitive position relative to rivals such as OpenAI and Google.
Notably, this wave of IPO activity driven by generative AI has helped fully revive global capital markets after a prolonged period of dormancy. According to data compiled by Bloomberg News, total global IPO fundraising for 2026 has reached $256.4 billion so far this year – excluding SPACs and other financial derivative fundraising instruments – marking the highest single-year total since 2021.
From Academic Safety Research to Commercial Powerhouse
Founded by former core members of OpenAI, Anthropic was long perceived externally as an academic research institution primarily focused on AI safety and ethics. However, as the company’s models advanced from Claude 3.5 through its recent generations, Anthropic has demonstrated remarkable engineering execution and commercial capability.
Particularly in the domains of coding assistance and enterprise workflow automation, Anthropic notably avoided the flashy consumer chatbot marketing route pursued by many competitors, instead precisely targeting the core pain points of productivity tooling. This approach has successfully built a high-retention, high-value B2B commercial flywheel. Surpassing $10 billion in quarterly revenue while achieving positive adjusted profitability sends investors a clear message: building frontier AI and achieving genuine profitability are not mutually exclusive.
As both Anthropic and OpenAI accelerate their respective pushes toward public markets, the second half of 2026 is poised to deliver an epic showdown between the “AI titans” within the U.S. tech sector. The enormous capital raised through this competitive race will inevitably fuel a further escalation in the arms race surrounding advanced-node chips, AI data centers, and next-generation autonomous agent models.
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