Despite this, the need for capital to compete with deep-pocketed rivals may be shifting the company’s stance.
Claude, Coding, and Enterprise Momentum
Anthropic’s flagship chatbot, Claude, is gaining traction in enterprise environments, particularly for tasks involving code generation. Its dominance in AI coding has sparked widespread concern across Silicon Valley, igniting what insiders are calling a “code red” moment.
“Sourcegraph’s Slack remembers the exact moment when he realized Anthropic had a breakthrough on its hands,” reported Business Insider.
Read more about Anthropic’s coding breakthrough
With backing from Amazon (which has pledged up to $8 billion) and Google, the company’s annualized recurring revenue has skyrocketed from $1 billion at the beginning of 2025 to over $4 billion—roughly 80% of which comes from enterprise clients.
The High-Stakes AI Arms Race
Anthropic’s momentum comes at a time when OpenAI is preparing to release GPT-5, and SoftBank is helping raise tens of billions for further development.
