Anthropic年化收入达到470亿美元
Anthropic's run-rate revenue hits $47 billion
Anthropic宣布完成650亿美元的Series H融资，其年化收入（run-rate revenue）在2026年5月初突破470亿美元。这一数字较2025年底的约90亿美元大幅增长，在2026年2月和4月分别达到140亿美元和300亿美元。Axios曾称其为“有机收入增长速度最快”的公司之一。有匿名咨询案例显示，单月支出可达5亿美元。对于数据来源的质疑，文章指出这些数字包含在融资公告中，对投资者撒谎将构成证券欺诈。
Simon Willison’s Weblog
29th May 2026
The most interesting thing about Anthropic's $65B Series H announcement is this line (emphasis mine):
Since our Series G in February, adoption has continued to grow across global enterprise customers, and our run-rate revenue crossed $47 billion earlier this month.
Anthropic have made a bit of a habit of sharing their "run-rate revenue" in this kind of announcement, which is an annualized projection of their current revenue - typically calculated by taking the most recent month and multiplying by 12. Update: here's a leaked description of their run-rate formula.
Earlier this year:
- Apr 6, 2026 in Anthropic expands partnership with Google and Broadcom: "Our run-rate revenue has now surpassed $30 billion—up from approximately $9 billion at the end of 2025."
- Feb 12, 2026 in Anthropic raises $30 billion in Series G: "Today, our run-rate revenue is $14 billion, with this figure growing over 10x annually in each of those past three years."
I had Claude Opus 4.8 make me this chart using Matplotlib (Claude: "a data line chart is more straightforward matplotlib work—not really a design piece"):
Back in April Axios CEO Jim VandeHei wrote that he could not find "any company — in any industry, in any era — that has scaled organic revenue this quickly at this level as Anthropic" - and that was when they were at a paltry $30 billion.
(Also in Axios today is an anonymously sourced note that "An AI consultant tells Axios one of their clients recently spent half a billion dollars in a single month after failing to put usage limits on Claude licenses for employees" - times that by 12 and you get an extra $6 billion in annualized run-rate!)
Ed Zitron was extremely skeptical of that $30 billion number - I wonder if his skepticism will update for the new $47 billion figure.
I've seen a few people dismiss this as untrustworthy, because the numbers come from Anthropic. That doesn't hold up: these numbers were included in announcements of their fundraises, and lying to investors who just put in $65 billion would be securities fraud. They're even less likely to lie given that the real numbers will no doubt come out in their S-1 when they file for their IPO.
29th May 2026
来源：Simon Willison 博客 · simonwillison.net