Anthropic IPO valuation tied to 2028 revenue target of $190 billion to $200 billion, sources say
AI Market Summary
Reports that Anthropic's IPO valuation is being underwritten on 2028 revenue projections of ~$190–200B highlight how aggressively markets are extrapolating AI growth amid heavy compute spend. The use of forward revenue multiples and comparable references (e.g., PLTR, NET, SpaceX) underscores sensitivity to AI infrastructure costs and margin assumptions, which can influence risk appetite and relative valuations across AI-linked equities.
Impact level
● Medium
Affected assets
NCSKANTHROPIC2USD/USDT-1.80%
AI Insight · NCSKANTHROPIC2USD/USDTAI Insight
● Neutral
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Anthropic is projecting 2028 revenue of about $190 billion to $200 billion, far above the $47 billion revenue “run rate” it disclosed previously, according to people familiar with the company’s financials. The company’s revenue run rate was about $9 billion at the end of 2025. It has forecast at least $10.9 billion in revenue for the second quarter of 2026 and is on track for a first quarterly operating profit of $559 million.
