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Goldman Sachs projects Anthropic revenue above $600 billion in 2030

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Goldman Sachs projects Anthropic's revenue will top $600 billion in 2030, more than 130 times its 2025 level, according to the Financial Times.

The FT reports the model was shared verbally with a potential investor as Anthropic's IPO roadshow begins, and puts revenue at about $52 billion this year, $136 billion in 2027 and $442 billion in 2029. The FT says any slip in data centre build-out would widen the 2027 cash gap first.

Semafor reports a higher Goldman Sachs figure of $685 billion for 2030, tied to a $1.4 trillion IPO that Anthropic is preparing as soon as next week and about $900 billion of planned AI buildout spending. The two reports differ on the 2030 number, and the source for the $685 billion figure is Semafor's reporting, not the FT's.

Written by AI from the articles below · updated Nov 10, 6:08 PM ET

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Latest developmentNov 10, 5:29 PM ET
Goldman Sachs projects Anthropic revenue could reach $685 billion by 2030

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The articles in this story. Times are ET.

Nov 10
  1. Semafor · TechnologyNews
    Goldman Sachs projects Anthropic revenue could reach $685 billion by 2030

    AIGoldman Sachs projects Anthropic could generate $685 billion in revenue by 2030, more than 130 times its 2025 figure. The projection comes as Anthropic prepares a $1.4 trillion IPO as soon as next week and plans to spend about $900 billion on its AI buildout.

  2. Rohan PaulX
    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.

    Image from @rohanpaul_ai's post

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