Anthropic IPO filing leaked: $4.59B revenue, rumored $2T valuation, $518B compute commitments
eyishazyer · x · 2026-09-29
- Reuters-leaked Anthropic IPO financials: IPO likely after the November midterms.
- Key numbers:
- Revenue $4.59B (+1,088% YoY)
- Net loss $41.97B, of which $34B is a non-cash accounting charge; operating loss $8.06B
- Compute spend $7.33B, 58% of opex and 1.6x its entire revenue
- Cash on hand $20.28B
- Future cloud and compute commitments $518B, roughly 113x 2025 revenue
- Rumored valuation exceeds $2T (436x last year's revenue), up from $965B in May — a 2x jump in five months. Two customers account for nearly a quarter of revenue.
Related event: Anthropic Files for IPO: $2 Trillion Target, $42B Net Loss in FY25(20 posts)→
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