Anthropic set to hit $10.9 billion in revenue during second quarter, source says

Dario Amodei speaking on CNBC's Squawk Box at the World Economic Forum in Davos, Switzerland on Jan. 21st, 2026.

Anthropic is on track to generate $10.9 billion in revenue during the second quarter, CNBC confirmed on Wednesday, a figure that would top the artificial intelligence company's sales for all of last year.

If Anthropic hits that target, it will post its first profitable quarter, according to a source familiar with the matter who asked not to be named because the details are private. Anthropic generated $4.8 billion during the first quarter, the person said, meaning that its sales more than doubled in a matter of months. Revenue in 2026 reached $10 billion.

The Wall Street Journal was first to report Anthropic's revenue figures.

Anthropic was founded in 2021 by a group of executives and researchers who defected from OpenAI over concerns about the company's direction. The company is best known for its family of Claude AI models, which power products like Anthropic's popular coding assistant, Claude Code.

The company has experienced a period of explosive growth this year, and it's currently in talks with investors to raise money at a $900 billion valuation, as CNBC previously reported. It ranked first on CNBC's 2026 Disruptor 50 list this week.