Anthropic and OpenAI are adding more revenue per month than Meta, Google, or Microsoft.
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According to the Wall Street Journal, Anthropic is on track to generate $11 billion of revenue in the second quarter of 2026 and anticipates a small operating profit.
The CEO of Anthropic stated that if the company's revenue is not $1 trillion or even $800 billion, it could go bankrupt due to compute costs.
Ramp's AI index shows that Anthropic was already having its biggest month ever.
Most of the money in enterprise AI is now going to Anthropic, and it's becoming the go-to choice for companies buying AI for the first time.
Anthropic started charging for API access in early 2023, reached a $1 billion run rate by the end of 2024, launched Claude Code in February 2025, reached $4 billion by mid-2025, $9 billion by end of 2025, and $30 billion by April 2026.