Home AI Infrastructure NewsletterAnthropic valuation growth continues to surprise

Anthropic valuation growth continues to surprise

by Susana SchwartzSusana Schwartz
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Anthropic valuation growth continues to surprise

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The fact Anthropic is raising fresh capital with a valuation of $350 billion, almost double its previous $183 billion valuation, is indicative of how much capital is concentrated into a very small number of AI companies. Anthropic is seeking $10 billion in a new round, which will be led by Singapore sovereign wealth fund GIC and Coatue Management. The deal may also include further commitments from Microsoft and Nvidia, who in a separate deal in November, committed $15 billion in exchange for Anthropic’s promise to buy $30 billion of compute capacity from Mircorosoft Azure (which runs on Nvidia chips). What separates the Anthropic deals from other “circular deals” centered on OpenAI, is Anthropic’s focus on B2B, with its flagship Claude being an enterprise-first model that is making headway in more than 300,000 businesses. With that momentum, Anthropic saw a surge in its annualized revenue, from $1 billion to $5 billion in 2025. The staggering valuation increase to $350 billion in less than a year reveals the huge amounts of capital deemed necessary for chips, data centers and other components of AI infrastructure. 
Susana 2

Susana Schwartz
Technology Editor
RCRTech

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