That’s according to a report Tuesday (Nov. 10) from Bloomberg News, which said this figure strengthens the case for a $1.4 trillion valuation target in the artificial intelligence (AI) startup’s initial public offering (IPO).
Anthropic is expected to deliver nearly 150 times the $4.59 billion in sales it had last year, the report added, citing a source familiar with the matter. Goldman researchers forecast that Anthropic’s sales from enterprise customers will come to $586 billion annually by 2030, with non-enterprise revenue coming to about $100 billion for the year, the source added.
Anthropic said its offering aims to raise $90.4 billion, including a $26 billion private placement. Bloomberg said its calculations place the value of the IPO at $1.4 trillion.
The report argueds that the estimates are indicative of the “transformative power” many believe AI power will have on professional activity, and how much of it Anthropic could replace. Bloomberg said this view goes beyond things like Claude Code to future business lines including drug discovery and automating manufacturing.
Goldman’s researchers said they expect Anthropic to take until the end of the decade to generate positive free cash flow on an annual basis due to the company’s steep spending. The bank projected Anthropic’s compute infrastructure spending would climb more ten-fold through 2030, though profit would increase in a similar fashion, the source told Bloomberg.
In other AI news, recent PYMNTS Intelligence research shows that consumers are more open to letting artificial intelligence agents compare credit products than actually apply for them.
That research found that 63% of people would permit an AI agent to search for and compare credit offers. But consumers are less willing to let an agent act in their stead, even when they give the final go-ahead. Just 49% said they would allow an agent to fill out and submit a credit application, while 36% are not at all willing to let the agent submit an application. Twenty-three percent of those surveyed are not at all willing to allow it to compare offers, and 22% to let it send a repayment prompt.
“The survey did not ask consumers why,” the report said. “One possible explanation is that comparing offers and getting a payment nudge feel low-stakes, while submitting an application starts a formal process with a lender that could make a significant impact on their finances.”
