Several sources reporting that Anthropic is nearing 20 Billion revenue run rate.
Brad Gerstner of (CEO of Altimeter Capital and Antropic investor) is saying Anthropic added 6B in February . That is more than CrowdStrike's ARR, Palantir's ARR. Such revenue acceleration is simply unheard of.
Those who say AI is a bubble (Michael Burry et al ) are due for a wake up. Those who are questioning why the hyperscalers are spending so much money to keep up with demand are due for a wake up.
The AI trade is just starting. Demand for semi's will continue to grow exponentially because demand for tokens is growing exponentially.
Position accordingly!
[https://www.bloomberg.com/news/articles/2026-03-03/anthropic-nears-20-billion-revenue-run-rate-amid-pentagon-feud](https://www.bloomberg.com/news/articles/2026-03-03/anthropic-nears-20-billion-revenue-run-rate-amid-pentagon-feud)
[https://www.techinasia.com/news/anthropic-said-to-near-20b-run-rate-in-pentagon-row](https://www.techinasia.com/news/anthropic-said-to-near-20b-run-rate-in-pentagon-row)
