Exclusive-Anthropic IPO Valuation Hinges on $190-200 Billion 2028 Revenue Forecast, Sources Say
- Investors are modeling an IPO valuation above $2 trillion for Anthropic, with some scenarios stretching as high as $3 trillion for the five-year-old maker of Claude.
- The valuation hinges on projected 2028 revenue of roughly $190 billion to $200 billion, a figure that far exceeds the $47 billion revenue run rate Anthropic publicized in May.
- Anthropic is reportedly in early talks to acquire Israeli startup Decart for $6 billion, a price 50% higher than the company's May valuation of nearly $4 billion.
- Decart's software helps chips run more efficiently, which could reduce Anthropic's infrastructure costs and lower the expense of serving individual Claude requests without purchasing additional hardware.
- David Merkel, a principal at investment firm Aleph Investments, questioned whether AI productivity justifies such valuations, noting the market is entertaining prices once reserved for industrial empires.
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Anthropic's quarterly revenue passed $11.5bn, up more than 14-fold
Anthropic has told prospective investors that second-quarter revenue exceeded $11.5bn, more than 14 times the $787mn it made a year earlier, and that it recorded positive adjusted operating income. The figures are preliminary and come as the company prepares a listing. Anthropic has told prospective investors that its second-quarter revenue passed $11.5bn. That is more […] This story continues at The Next Web
Mark Cuban’s Stark AI Warning: Why He Sees Venture Capital’s Big Bet Turning Sour
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Anthropic becomes the 'Apple of AI' as it grabs most revenue despite being the most expensive
Volume and spend on tokens for Anthropic’s AI solutions made it more revenue than any of its competitors in July 2026, cementing its position as the top LLM providerThis success is despite Anthropic’s tokens being more expensive than its competitorsThe data was collated by Vercel’s AI Gateway, an API service that routes LLMs for easy AI provider swappingMonthly analysis of the AI industry has revealed a number of surprises for July 2026, not lea…
Anthropic Expects Mind-Blowing $200 Billion Revenue in 2028 as IPO Looms
Anthropic is pitching investors on a revenue number three years away to justify a $2 trillion IPO, and bankers are actually buying it. But the last three mega-IPOs tried the same logic, and every one of them handed early believers a painful lesson.
Anthropic IPO: Why Wall Street Is Valuing the AI Giant Based on Roughly USD 190-200 Billion Projections?
Anthropic's upcoming public listing is relying on projected 2028 revenues of up to 200 billion USD, pushing Wall Street to price the AI firm using extended forward-looking multiples. The strategy reflects rapid sector growth despite heavy ongoing infrastructure and computing expenditures. Anthropic IPO: Why Wall Street Is Valuing the AI Giant Based on Roughly USD 190-200 Billion Projections?.
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