Dario Amodei speaks on CNBC’s Squawk Box at the World Economic Forum in Davos, Switzerland, January 21, 2026.
Oscar Molina CNBC
Anthropic is expected to generate $10.9 billion in revenue in the second quarter, CNBC confirmed Wednesday, a number that would exceed the company’s sales for all of last year.
If Anthropic achieves this goal, it will mark its first quarterly profit, said a person familiar with the matter, who asked not to be identified because the details are private. Anthropic had revenue of $4.8 billion in the first quarter, the person said, meaning sales more than doubled in a matter of months. Revenue in 2026 reached $10 billion.
The Wall Street Journal first reported Anthropic’s sales.
Anthropic was founded in 2021 by a group of executives and researchers who defected from OpenAI over concerns about the company’s direction. The company is best known for its Claude AI model family, which powers products such as Anthropic’s popular coding assistant, Claude Code.
As previously reported by CNBC, the company has experienced explosive growth this year and is currently in talks with investors to raise capital at a valuation of $900 billion. This week, it was ranked No. 1 on CNBC’s 2026 Disruptor 50 list.
Anthropic’s Claude app shot to the top of Apple’s app store in February after a high-profile conflict with the Department of Defense became public knowledge. The company was blacklisted by the Department of Defense for refusing to allow the military unfettered access to its models for any lawful purpose.
Still, the company appears to be working to regain government favor, especially after the launch of Claude Mythos Preview, a model with advanced cybersecurity features. President Donald Trump told CNBC in April that an agreement between the Pentagon and Anthropic is “possible.”
Anthropic has also found early success selling to large enterprises, and has had to close a number of computing deals in recent months to meet demand. Anthropic said last month that demand for Claude from businesses and developers, as well as a “rapid increase” in usage by consumers, was putting “unavoidable strain” on its infrastructure.
Earlier this month, Anthropic signed a deal with Elon Musk’s SpaceX to use all the computing power at the company’s Colossus 1 data center in Memphis, Tennessee. As part of the deal, Anthropic will pay SpaceX $1.25 billion per month through May 2029, according to SpaceX’s IPO prospectus released Wednesday.
Despite Anthropic’s momentum, the company faces stiff competition, particularly from OpenAI, which is valued at more than $850 billion by private investors.
OpenAI is preparing to confidentially file a draft IPO prospectus as soon as Friday, which could bring it to the public market by the end of the year. Anthropic is also aiming for an IPO in 2026.
Watch: 2026 CNBC Disruptor 50: Watch the full interview with Anthropic co-founder Daniela Amodei
