Anthropic Q3 revenue jumps 46% to $16.8B, adjusted-basis profitable ahead of IPO

What happened

Anthropic's Q3 revenue reached $16.8 billion — $67.2 billion annualized — up 46% from $11.5 billion in Q2, the Financial Times reported. In a closed-door meeting with institutional investors, the Claude developer said it was profitable on an adjusted basis ahead of a mammoth IPO planned for next month. Nasdaq-100 futures slipped after the report as AI stocks extended losses.

Who’s affected

• AI ecosystem: NVDA, AMD, AVGO (chip suppliers to AI labs), MSFT, AMZN, GOOGL (cloud/hyperscalers), and neocloud names CRWV, NBIS, IREN. Strong Anthropic monetization supports AI-demand bulls; the IPO next month will test public-market appetite for AI valuations.

Sources

investors.com