Anthropic revenue tied to two customers as AI pricing war threatens margins

Anthropic revenue tied to two customers as AI pricing war threatens margins

Anthropic faces risks as $5B run rate leans on Cursor and GitHub Copilot as OpenAI’s cheaper GPT‑5 undercuts Claude, spotlighting customer concentration risks and enterprise AI cost pressure.

Anthropic revenue tied to two customers as AI pricing war threatens margins – #CryptoUpdatesGNIT

Want smarter insights in your inbox? Sign up for our weekly newsletters to get only what matters to enterprise AI, data, and security leaders. Subscribe Now Anthropic’s meteoric rise to a $5 billion revenue run rate conceals a precarious dependence on just two major customers that account for nearly a quarter of the artificial intelligence company’s income, according to internal data and industry analysis that reveals both the promise and peril …