Anthropic's Revenue Surges to $1.4 Billion, Driven by Claude AI

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Mar 11, 2025

Anthropic, the creator of Claude AI, has reported a significant increase in its annualized revenue, reaching $1.4 billion. This marks a growth from $1 billion at the end of last year, with monthly revenues now exceeding $115 million. The growth rate aligns with that of competitor OpenAI as of November 2023.

Should Anthropic maintain this momentum, it is expected to surpass its baseline revenue forecast of $2 billion for the year. However, achieving its optimistic target of nearly $4 billion will require a more rapid growth pace. Earlier this year, sources indicated that Anthropic is optimistic about reaching up to $3.7 billion in revenue by 2025, with a longer-term projection of $34.5 billion by 2027.

Anthropic, backed by investments from Amazon and Google, focuses on developing general foundational models for enterprises, distinguishing itself from competitors by not venturing into hardware or consumer entertainment sectors. Claude AI is a key driver of Anthropic's revenue growth and has also contributed to the popularity of "Manus," an AI agent known for its powerful web browsing capabilities.

Recently, Manus gained attention on social media platforms like X for its ability to automatically generate in-depth stock analysis reports and assist users in finding New York real estate that matches their budget and preferences. The AI agent evaluates factors such as community safety and school quality by browsing multiple websites, aiding users in decision-making. Twitter co-founder Jack Dorsey praised the demonstration as "outstanding."

According to insiders, Manus's AI capabilities are partially based on Anthropic's Claude 3.7 Sonnet model, combined with various open-source tools and technologies. Manus openly attributes its technology to Claude, with co-founder and Chief Scientist Peak Ji elaborating on the technical strategy.

Disclosures

I/We may personally own shares in some of the companies mentioned above. However, those positions are not material to either the company or to my/our portfolios.