Overview
- Anthropic said Tuesday its annualized revenue run rate topped $30 billion, driven by demand for Claude and more than 1,000 enterprise customers spending over $1 million a year.
- A partnership with Broadcom and Google will provide roughly 3.5 gigawatts of Google TPU compute starting in 2027, and a Broadcom filing said Anthropic’s ability to use it depends on the business continuing to grow.
- Anthropic launched Project Glasswing with Apple, Microsoft, Google, AWS, Nvidia, Broadcom and others, and said a new model called Claude Mythos Preview autonomously found thousands of high‑severity zero‑day software flaws across major operating systems and browsers.
- The company said it will restrict broad release of Mythos because of dual‑use risk, while offering access through the Claude API and Amazon Bedrock with stated per‑million‑token pricing and dedicated funding for open‑source maintainers.
- Reports cautioned that revenue comparisons with OpenAI are not one‑to‑one because Anthropic counts gross channel sales in ARR while OpenAI reportedly uses a post‑revenue‑share method, as OpenAI also faces a New Yorker investigation into Sam Altman’s conduct and a reported split with CFO Sara Friar over IPO timing.