What is known
According to TradingKey, Anthropic filed a confidential IPO application with the US Securities and Exchange Commission (SEC) on June 1, 2026. The report cites a possible valuation of one trillion dollars. The source names a listing on Nasdaq or NYSE as early as October 2026. Whether that timeline holds is open.
Revenue and growth
According to the source, annualized revenue rose from roughly 9 billion dollars at the end of 2025 to more than 44 billion dollars in May 2026. Around 80 percent of it is said to come from enterprise customers. The number of customers paying more than one million dollars a year is said to have risen from 500 in February 2026 to over 1,000 in April.
Profit targets
For 2024, the source reports a loss of about 5.6 billion dollars. By 2028, Anthropic reportedly aims for revenue of 70 billion dollars and free cash flow of 17 billion dollars. According to the report, rival OpenAI is not expected to turn a profit until 2030.
Market position
In April 2026, Anthropic's share of the enterprise AI market is said to have been 34.4 percent, versus 32.3 percent for OpenAI. These figures come from the cited analysis and have not been independently verified.
Assessment
Companies that use Anthropic services through cloud providers or assess supply chains could be affected indirectly by an IPO, for example through changed pricing or availability models. The source leaves open whether and how this would concretely play out. It also warns of compute-capacity bottlenecks, supply chain scrutiny by the US Department of Defense, and a possible AI-sector bubble. The figures cited are not taken from the public prospectus.
Sources
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