Anthropic: Claude’s Creator Secures $30B, Valuation Soars to $380B

Anthropic in their own announcement and numerous news sources report that the investment was spearheaded by GIC and Coatue.

Reuters, within their report, notes a different arrangement of co-leaders/significant participants (mentioning DE Shaw Ventures, ICONIQ, MGX, and others). This could indicate that certain investors functioned as “co-leaders” in various tranches/round frameworks or that the designations were categorized differently from an editorial viewpoint.
Independently, GIC verified its involvement and stated that it was heading the Series G alongside Coatue.

Investors/participants in publicly available information also encompass Microsoft, Nvidia, Amazon, Google, alongside multiple prominent financial institutions.

Anthropic states $14 billion in yearly revenue run-rate, expanding at a rate of over 10 times each year for a duration of three years (in run-rate terms).

The firm identifies Claude Code (launch date: May 2025) as a vital catalyst:

  • internal evaluation/assessment cited by Anthropic: approximately 4% of public commits on GitHub are generated through Claude Code, representing twice the volume compared to the previous month;

  • a separate, autonomous analysis by SemiAnalysis similarly suggests ~4% and foresees potential market share growth reaching up to 20%+ if this trend endures.

The business further indicates that corporate subscriptions for Claude Code have surged fourfold since the onset of 2026, and commercial use accounts for over 50% of Claude Code’s income.

To facilitate computing capabilities, Anthropic previously revealed a $50 billion expenditure on data centers within the US in collaboration with Fluidstack (specifically focusing on Texas and New York).

In February of 2026, Anthropic articulated separately its intention to avoid passing on to end-users the increasing expenses associated with connecting/upgrading networks for its data centers — a signifier of the extent to which energy has evolved into a politically and socially “sensitive” topic concerning AI infrastructure.

International media directly label this funding round as one of the biggest in the private sphere and a demonstration that investors persist in allocating funds towards leading AI companies, notwithstanding dialogues regarding returns on investment and computing expenditures.

AP highlights that the $380 billion estimation places Anthropic among the world’s highest-valued private enterprises and intensifies rivalry within the AI enterprise sector.

Meanwhile, The Guardian incorporates the context of market instability encircling Big Tech’s AI capital expenditure, together with potential risks of “over-expansion,” against which similar assessments appear even more divergent.

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