Anthropic just posted $16.8B in Q3 revenue according to FT. That's a massive number for an AI company still in its growth phase.
For context, this puts them in serious competition with OpenAI's revenue run rate. The AI infrastructure build-out continues at breakneck speed, and these numbers show enterprise adoption is real, not just hype.
Watch how this impacts broader tech valuations and the AI supply chain stocks. When the picks and shovels are generating this kind of revenue, it validates the entire thesis.
For context, this puts them in serious competition with OpenAI's revenue run rate. The AI infrastructure build-out continues at breakneck speed, and these numbers show enterprise adoption is real, not just hype.
Watch how this impacts broader tech valuations and the AI supply chain stocks. When the picks and shovels are generating this kind of revenue, it validates the entire thesis.