Goldman Sachs projects Anthropic revenue above $600bn by 2030
· Business · Financial Times, Bloomberg
Goldman Sachs analysts forecast that artificial-intelligence startup Anthropic could generate more than $600 billion in annual revenue by 2030, according to the Financial Times. The projection implies a compound annual growth rate far above current industry norms and would make Anthropic one of the most valuable private companies globally. Anthropic, founded by former OpenAI researchers, develops the Claude family of large language models and has raised billions from Amazon, Google and other backers. The bank's estimate is based on assumed mass adoption of generative AI across enterprise software, cloud services and consumer applications. Neither Anthropic nor Goldman Sachs disclosed the detailed assumptions behind the revenue model.
Why it matters
The forecast signals Wall Street's extreme bullishness on generative AI and could influence venture capital flows, talent recruitment and regulatory scrutiny across the sector. If realised, Anthropic's scale would rival today's largest public technology firms and reshape competitive dynamics in cloud and enterprise software.
Read the original report — Financial Times
Join us on Telegram
Breaking news the moment it lands. At 10,000 members we ship the Android app.