Top AI Product

$9 billion at the end of 2025. $19 billion by March. $30 billion in April. Anthropic just tripled its annualized revenue in four months. No SaaS company in history has done this — not Slack, not Zoom, not Snowflake.

Over 1,000 enterprise customers now spend $1M+ per year on Claude, double the count from February. That’s the number that matters. Consumer hype fades. Enterprise contracts compound.

The Compute Deal

Alongside the revenue bombshell, Anthropic locked in 3.5 gigawatts of TPU-based compute capacity from Google and Broadcom, starting 2027 and running through 2031.

3.5 gigawatts. That’s roughly the power consumption of a mid-sized European city, dedicated to running Claude. Broadcom manufactures Google’s custom TPUs — purpose-built AI chips that compete directly with NVIDIA’s GPUs. Broadcom stock popped 3.5% on the news, and CEO Hock Tan projected $100B+ in AI chip revenue by 2027.

Anthropic CFO Krishna Rao called it “our most significant compute commitment to date.” It builds on a broader $50 billion U.S. AI infrastructure investment announced in November 2025. Anthropic now trains Claude across AWS Trainium, Google TPUs, and NVIDIA GPUs — a deliberate multi-vendor strategy that gives them leverage no single chip maker can hold hostage.

Anthropic vs OpenAI: Already Past the Crossover?

OpenAI was at roughly $25B in annualized revenue as of recent reports. If Anthropic’s $30B figure holds, Claude’s maker has already overtaken ChatGPT’s parent — something Epoch AI predicted could happen by mid-2026, but few expected this soon.

The growth rate gap tells the whole story. Anthropic has been compounding at ~10x per year since hitting $1B. OpenAI, despite its larger base, grows at 3.4x. Enterprise revenue is where the divergence is sharpest — Axios reported Anthropic has already surpassed OpenAI in the enterprise segment, which is the only revenue that matters for long-term durability.

The Pentagon Shadow

Not everything is smooth. The Pentagon recently classified Anthropic as a “supply chain risk” after Dario Amodei refused to strip safety guardrails for military use. Over 100 businesses have since flagged concerns about their Anthropic partnerships.

Turning down defense contracts while signing the biggest compute deal in AI history with Google — that’s either principled leadership or an expensive bet that enterprises will reward ethics over compliance. So far, the $30B run rate suggests the bet is paying off.

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