Anthropic targets more than $100 billion in annualised revenue in 2026 as it readies IPO as soon as November

AI Market Summary
Reports that Anthropic's annualised revenue run rate reached about $65B by end-July and could exceed $100B in 2026, alongside preparations for a potential November IPO, reinforce the scale and speed of enterprise AI monetisation. The news may lift broader risk appetite toward AI-related equities and peers, though heightened public and regulatory scrutiny on advanced AI development adds headline risk around timing, disclosure, and valuation sensitivity.
Impact level
● Medium
Affected assets
NCSKANTHROPIC2USD/USDT+0.12%
AI Insight · NCSKANTHROPIC2USD/USDTAI Insight
▲ Bullish
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Anthropic expects annualised revenue to surpass $100 billion in 2026 and is preparing for a stock-market debut as soon as November, the New York Times reported, citing people familiar with the matter. Its revenue run rate reached $65 billion by the end of July, up from $9 billion at the end of 2025. The increase reflects growing adoption of Anthropic’s Claude AI software by business customers to streamline coding and other workplace tasks.