Artificial intelligence startup Anthropic recently shared an encouraging message with some of its shareholders: the company is expected to record positive adjusted operating profit in the third quarter of 2026, marking its second consecutive quarter of profitability in history. This development signifies that leading large model manufacturers are accelerating efforts to shed the label of "purely burning money" and move towards a healthy commercialization positive cycle.
Behind this impressive profit expectation is Anthropic's astonishing business growth rate. In the second quarter of this year, the company achieved its first-ever profit, with revenue reaching $11.5 billion, a 14-fold increase compared to the same period in 2025. Meanwhile, as of the end of July 2026, the company's annualized revenue (run rate) surged to $65 billion, representing a massive leap from $9 billion at the end of 2025.
According to insiders, after excluding core variables such as revenue sharing with distribution partners like Amazon and high model training costs, Anthropic's current gross margin has exceeded 80%. This high gross margin provides solid financial support for the company's continued technological iteration and market expansion.
As a top player in the global artificial intelligence field, Anthropic is making significant progress in commercialization while also frequently expressing its views on industry strategy and development pace. Earlier reports indicated that the company is selecting the Nasdaq for its listing, with an estimated valuation of $2 trillion; at the same time, its executives have publicly called for the industry to moderately slow down the blind pursuit of rapid development and work towards granting third-party evaluation agencies access at the employee level, balancing safety and rationality amid fast-paced growth.
