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  • From Early Revenue to $380B: Anthropic’s Enterprise AI Moment

    Let’s be honest. This is huge.

    Anthropic has raised $30 billion in a Series G round led by GIC and Coatue, pushing its post-money valuation to $380 billion. The round was co-led by D. E. Shaw Ventures, Dragoneer, Founders Fund, ICONIQ, and MGX, with a deep bench of investors joining in. Some of the previously announced funding from Microsoft and NVIDIA is also part of this round.

    The goal isn’t flashy headlines. It’s fuel. Fuel for frontier research, product development, and the infrastructure needed to run serious, enterprise-grade AI at scale.

    Less than three years in, and the numbers are wild

    Here’s something that still feels unreal.

    Anthropic earned its first dollar less than three years ago. Today, its run-rate revenue sits at $14 billion, growing more than tenfold every year since. That’s not normal start up growth. That’s acceleration.

    This kind of momentum doesn’t come from hype alone. It comes from usage that sticks.

    Why enterprises keep choosing Claude

    According to CFO Krishna Rao, the message from customers is surprisingly consistent. Start ups, founders, global enterprises—it doesn’t matter. Claude is becoming critical to how work actually gets done.

    The numbers back that up. Customers spending more than $100,000 a year on Claude have grown sevenfold in the past year. Many teams start with a single use case, maybe the API or Claude Code, then roll it out across departments. Two years ago, only about a dozen customers were spending more than $1 million annually. Today, that number is over 500. Eight of the Fortune 10 now use Claude.

    Pause on that.

    Claude Code is changing how software gets built

    This is where things really take off.

    Claude Code, released publicly in May 2025, has become a serious force in software development. Its run-rate revenue has crossed $2.5 billion, more than double what it was at the start of 2026. Weekly active users have doubled since January 1.

    One recent analysis estimated that around 4% of all public GitHub commits worldwide are now written by Claude Code. That share doubled in just one month. Software development is shifting faster than most people expected.

    From coding to everything else

    Here’s the thing. Claude Code isn’t staying in a coding-only lane.

    Business subscriptions have quadrupled since the start of the year, with enterprise usage now making up more than half of total revenue. The same capabilities that make Claude strong at coding are spilling into other areas. Finance. Data analysis. Sales. Cybersecurity. Scientific research. The list keeps growing.

    January was… a lot

    In January alone, Anthropic launched more than 30 products and features. One standout was Cowork, which brings Claude Code’s engineering strengths into broader knowledge work.

    Cowork includes 11 open-source plugins that let teams turn Claude into a role-specific specialist, whether that’s legal, finance, or sales. Healthcare is now in the mix too, with Claude for Enterprise available to organizations operating under HIPAA. That’s not a casual expansion.

    Investors are paying attention

    Since Coatue’s initial investment in 2025, Anthropic’s focus on agentic coding and enterprise-grade AI has helped push it toward large-scale adoption. According to Coatue founder Philippe Laffont, the company’s ability to scale quickly sets it apart in an increasingly crowded AI market.

    GIC sees it similarly. Anthropic, they say, is setting a new standard for safety, performance, and scale in enterprise AI.

    The models keep moving forward

    Anthropic’s newest model, Opus 4.6, launched just last week. It can power agents that handle entire categories of real-world work, producing documents, spreadsheets, and presentations that actually look polished.

    Opus 4.6 also leads on GDPval-AA, a benchmark focused on economically valuable knowledge work in areas like finance and law. In other words, it’s not just smart. It’s useful.

    Infrastructure that meets customers where they are

    Claude is currently the only frontier AI model available across all three major cloud platforms: AWS, Google Cloud, and Microsoft Azure.

    Behind the scenes, Anthropic trains and runs Claude on a mix of hardware, including AWS Trainium, Google TPUs, and NVIDIA GPUs. That flexibility lets workloads run where they perform best, which translates to better reliability for customers running mission-critical systems.

    The bigger picture

    Here’s the takeaway.

    Enterprises aren’t just experimenting with Claude anymore. They’re trusting it with work that matters. As AI moves from pilots to full-scale deployment, Anthropic is doubling down on building the models, products, and partnerships that define what comes next.

    And judging by this round, a lot of people are ready to bet on that future.

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    Peter

    Peter is a tech and business analyst specializing in emerging technologies, digital finance, and modern business strategy. With a strong background in market trends and innovation, Peter writes clear, actionable insights to help readers stay ahead in the rapidly evolving world of technology and business.

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