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Goldman Sachs projects Anthropic revenue above $600 billion in 2030

AIGoldman Sachs projects Anthropic's revenue will top $600 billion in 2030, more than 130 times its 2025 level, according to the FT. The model, shared verbally with a potential investor as the IPO roadshow begins, puts revenue at about $52 billion this year, $136 billion in 2027 and $442 billion in 2029. The FT notes that any slip in data centre build-out would widen the 2027 cash gap first.
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FT: Goldman Sachs projects Anthropic’s revenue will top $600B in 2030, more than 130 times its 2025 number.

The model, shared verbally with a potential investor as the IPO roadshow begins, has revenue reaching about $52B this year, $136B in 2027 and $442B in 2029.

At that price, buyers are paying for compute that converts to revenue on schedule, so any slip in data centre build-out would widen the 2027 cash hole first.

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Rohan Paul · x.comPublished · added here

Original title: FT: Goldman Sachs projects Anthropic’s revenue will top $600B in 2030, more than 130 times its 2025 number.

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Anthropic / ClaudeBusiness news