5/29/2026, 1:02:45 PM · infrastructure

Anthropic closes $30 billion funding round at $900+ billion valuation

Sequoia-co-led financing values the Claude maker above OpenAI as the company projects $10.9 billion in Q2 2026 revenue and its first quarterly operating profit of $559 million.

Anthropic PBC is closing a funding round that may exceed $30 billion at a valuation above $900 billion, a deal that would make it the world's most valuable private artificial intelligence company. <cite index="8-1">The round is set to close as soon as next week, vaulting the Claude maker ahead of rival OpenAI</cite>, which was last valued at $852 billion in a March 2026 funding round.

Round structure and investors

<cite index="1-1">Dragoneer, Greenoaks, Sequoia Capital and Altimeter Capital have agreed to co-lead the $30 billion round at a $900 billion pre-money valuation</cite>, with <cite index="3-2">each co-lead expected to contribute roughly $2 billion and existing investors including Peter Thiel's Founders Fund and General Catalyst also anticipated to participate</cite>. <cite index="6-5">According to the Financial Times, Anthropic's annualised revenue is expected to surpass $45 billion shortly, up fivefold from $9 billion at the end of last year.</cite>

The valuation roughly triples the company's most recent confirmed mark. <cite index="3-8">Anthropic's last confirmed private valuation was $380 billion, set during its $30 billion Series G in February 2026.</cite>

Financial projections anchoring the round

Internal projections shared with prospective investors underpin the deal. <cite index="15-3,15-4,15-5">Anthropic is on track to post its first operating profit in the second quarter of 2026, according to financial projections reviewed by The Wall Street Journal. The company projects $10.9 billion in revenue for the June quarter, up 130% from $4.8 billion in the first quarter, and expects operating income of $559 million for the period.</cite>

The profitability forecast marks a sharp departure from prior guidance. <cite index="15-7">The numbers represent a sharp reversal from financial guidance Anthropic gave investors last summer, which suggested the company did not expect to turn a full-year profit until at least 2028.</cite> <cite index="15-9,15-10,15-11">Compute efficiency is improving alongside growth. In the first quarter, Anthropic spent 71 cents on compute for every dollar of revenue. That ratio is expected to fall to 56 cents in the current quarter.</cite>

Enterprise adoption of Anthropic's LLMs (Large Language Models) is the cited driver. <cite index="17-10">Claude Code alone crossed $1 billion in annualized revenue within six months of launch</cite>, with traction concentrated in coding assistance and cybersecurity workloads.

Compute commitments and caveats

The revenue ramp is paired with multi-billion-dollar compute obligations. <cite index="9-21,9-22">Anthropic has struck a nearly $45 billion deal with Elon Musk's SpaceX and a $1.8 billion agreement with Akamai Technologies Inc. to expand its computing capacity. It has also tapped Alphabet Inc.'s Google for chips and cloud services.</cite> <cite index="11-15">SpaceX's S-1 filing on May 20, 2026 disclosed that Anthropic will pay about $1.25 billion a month — more than $40 billion over three years — to rent the full 300-megawatt output of xAI's Colossus 1 data center near Memphis.</cite>

The profitability projection carries unaudited caveats. <cite index="15-8">Anthropic cautioned that it may not sustain profitability for the full year, given planned spending increases tied to computing infrastructure.</cite> <cite index="14-18,14-19">The profit figure includes model training costs but excludes stock-based compensation. Since Anthropic is not yet subject to public company reporting standards, the accounting methods applied to these projections remain unaudited.</cite>

Strategic context

Prior strategic commitments from hyperscalers remain in place outside the new round. <cite index="9-12,9-13,9-14">Google recently committed to invest $10 billion in the startup at a $350 billion valuation, the same amount it was valued at in a funding round in February. Google plans to invest up to $30 billion more in Anthropic if the startup hits certain performance targets. Amazon.com Inc. also previously said it's investing $5 billion in Anthropic at a $350 billion valuation, with plans to inject $20 billion more over time.</cite> <cite index="9-10">Anthropic and OpenAI are both expected to go public as soon as this fall, Bloomberg News has reported.</cite>

Cross-references

Sources

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