🚨BREAKING: Anthropic expects a SECOND STRAIGHT quarter of profit ahead of a potential Nasdaq IPO that could value the AI giant at $2 TRILLION, per FT.
Claude-maker’s Q2 revenue reportedly cleared $11.5 BILLION, with a 5.1% adjusted operating margin.
Compute costs have fallen from 71¢ per dollar of revenue in Q1 to just 56¢ in Q2.
Meanwhile, Anthropic’s inference gross margins have surged from 38% a year ago to 70–85% today, with Opus 4.8 exceeding 85%.
Overall gross margins are reportedly above 80% before revenue-sharing with partners like Amazon and before AI training costs.
Anthropic’s improving margins suggest the economics of AI are changing rapidly as compute becomes more efficient and models generate more revenue per dollar of compute. $ZEC $SOL $ETH
Claude-maker’s Q2 revenue reportedly cleared $11.5 BILLION, with a 5.1% adjusted operating margin.
Compute costs have fallen from 71¢ per dollar of revenue in Q1 to just 56¢ in Q2.
Meanwhile, Anthropic’s inference gross margins have surged from 38% a year ago to 70–85% today, with Opus 4.8 exceeding 85%.
Overall gross margins are reportedly above 80% before revenue-sharing with partners like Amazon and before AI training costs.
Anthropic’s improving margins suggest the economics of AI are changing rapidly as compute becomes more efficient and models generate more revenue per dollar of compute. $ZEC $SOL $ETH
