Artificial intelligence (AI) research company Anthropic said on April 7 that its run-rate revenue has surpassed $30 billion, up from $9 billion at the end of 2025, as demand for Claude continues to accelerate.
The company added that the number of business customers spending more than $1 million annually has doubled to over 1,000, from more than 500 in February 2026, when its run-rate revenue stood at $14 billion.
While Anthropic has not disclosed a detailed breakdown, its India managing director Irina Ghose told Moneycontrol in February that the AI firm's run-rate revenue had doubled in the country since its market expansion in October 2025.
Expanded partnership with Google, Broadcom
Anthropic unveiled these figures as it officially announced a new expanded agreement with Google and Broadcom for multiple gigawatts of next-generation TPU (Tensor Processing Units) capacity to train and serve frontier Claude models.
Anthropic CFO Krishna Rao said this collaboration is a continuation of the company's "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," Rao said "We are making our most significant compute commitment to date to keep pace with our unprecedented growth."
The vast majority of the new compute will be located in the United States and is expected to come online starting in 2027.
Broadcom had first announced the expansion last month, which will let Anthropic access about 3.5 gigawatts of TPU-based computing capacity beginning in 2027, as part of its commitment for multiple gigawatts of compute capacity.
Google stated that this capacity expansion will be delivered through Google Cloud services, as well as access to Google-built TPUs supplied through Broadcom.
Read: The $100 million ARR rush: Inside the metric being rewritten in the AI boom
Legal dispute with US government
This announcement comes amid a legal battle with the US government after the Pentagon labeled the company a supply-chain risk following a clash over AI safety guardrails, a move it says could cost billions in lost revenue.
Last month, Anthropic rival OpenAI said its annualised revenue has reached $25 billion, up from $21.4 billion at the end of the year.
However, it's worth noting that OpenAI and Anthropic use different revenue recognition methods for their partnerships with cloud providers, making their revenue figures not directly comparable.
OpenAI reports such revenues on a net basis while Anthropic reports it on a gross basis. Both companies are gearing up for potential IPOs later this year.
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