Goldman Sachs projects Anthropic to hit $600B revenue by 2030, FCF positive only then
Hesamation · x · 2026-11-11
Goldman Sachs, Anthropic's lead investment bank, projects the startup will exceed $600B in annual revenue by 2030 — a 130x jump from last year's $4.6B.
Key figures: $52B this year → $136B in 2027 → $442B in 2029 → $600B+ by 2030, which would place the Claude maker among the world's largest companies by sales. For scale, $600B is roughly Sweden's entire 2024 GDP. But Goldman doesn't expect positive free cash flow until 2030 ($33.6B that year); filings show Anthropic has committed to spend about $900B on computing capacity.
Related event: Goldman Sachs Predicts Anthropic Revenue Could Reach $68.5 Billion by 2030(3 posts)→
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