Anthropic considers funding up to $50 billion this summer, with a valuation close to $100 billion

According to a report from the Financial Times,Anthropic, the parent company of Claude, is considering raising tens of billions of US dollars this summer to expand its computing power. Sources familiar with the matter say that the new round of financing could reach up to 50 billion US dollars, with a pre-investment valuation of about 90 billion US dollars.

This would push Anthropic's valuation close to 100 billion US dollars,and may exceed OpenAI's post-investment valuation of 85.2 billion US dollars in March this year.

Investors are willing to continue to increase their bets, with core support coming from revenue growth. Sources familiar with the matter estimate that Anthropic's annualized revenue will soon exceed 45 billion US dollars, up from 9 billion US dollars at the end of last year.

The revenue growth has also brought new bottlenecks. The report mentions that Anthropic has been affected by the supply constraints of computing power in recent weeks, impacting its ability to serve customers, and the stronger new model Mythos is currently only open to a few partners, once expanded, the demand for computing resources will further increase.

To solve this constraint, Anthropic has reached agreements with SpaceXAI, Google, Broadcom, and AWS over the past two months, attempting to lock in longer-term computing power supplies. Sources familiar with the matter say that these agreements will add several trillion US dollars in costs over the next few years.

The IPO expectations are also increasing the urgency of this round of financing. Several sources familiar with the matter say that investors want to establish positions before Anthropic may go public at the end of this year, and some existing shareholders have already requested allocations even before the official terms are launched.

The deal is still in the weighing stage. Krishna Rao, CFO of Anthropic, has communicated with investors, but has not yet agreed to terms, nor can it be guaranteed that the financing will be completed.