Bloomberg: Anthropic is in talks for a new funding round at a $900 billion valuation, potentially surpassing OpenAI

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Bloomberg reports that Anthropic is evaluating a new round of financing with a target valuation of over $900 billion, potentially surpassing OpenAI's latest valuation of $852 billion to become the world's most valuable AI startup. (Previous coverage: Anthropic completes $30 billion financing, breaking Silicon Valley's taboo) (Background: OpenAI valuation hits $300 billion with $8.3 billion oversubscribed funding) According to reports, Anthropic is seriously evaluating a new financing offer with a potential valuation exceeding $900 billion. Its valuation in February of this year was approximately $380 billion, marking a 2.6x increase in a short period. Bloomberg reported on April 29 that, meanwhile, competitor OpenAI completed a funding round in March of this year at a valuation of $852 billion. If the deal goes through, Anthropic is poised to take the title of "world's most valuable AI startup" from OpenAI. According to people familiar with the matter who spoke to Bloomberg, Anthropic has previously declined several financing offers with valuations of over $800 billion. The decision to return to the negotiating table is driven by the accelerating burn rate for computing power and a vertically climbing revenue curve, with the board expected to make a decision no earlier than May. Anthropic's two major strategic investors have already put staggering figures down on paper. Google, through Alphabet, has committed to investing up to $40 billion in Anthropic, including performance-based tranches, with the initial injection calculated at a $350 billion valuation. Amazon has also committed to investing a total of $25 billion, based on a $350 billion valuation, with funds to be injected in batches. The combined commitment of over $65 billion from the two companies far exceeds the annual capital expenditure of most tech firms, yet it is still insufficient to meet Anthropic's projected demand for computing power expansion. It is worth noting that it remains unclear whether Google and Amazon will participate in this new round. The confidence behind Anthropic's current negotiations stems from a specific figure: $30 billion in Annual Recurring Revenue (ARR). This figure, announced in April 2026, means that Anthropic is generating approximately $2.5 billion per month. (OpenAI has previously accused this figure of being inflated.) Driving this curve is primarily Claude Code. In the highly competitive AI application layer for programming, Claude Code has become the most important engine for Anthropic's user growth. Meanwhile, it is reported that Anthropic is considering launching an Initial Public Offering (IPO) as early as October 2026.

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