The news: Anthropic’s $13 billion raise sent its valuation rocketing to $183 billion—triple what it was in March. The surge reflects red-hot investor faith in its enterprise AI and cements its position as the primary OpenAI competitor, per CNBC. Annual revenue run rate soared from $1 billion to $5 billion in 2025, powered by a customer base now 300,000 strong.
Anthropic has been discussed as an acquisition target for Apple, which has yet to define its AI expansion; at such eye-popping valuations, that's likely not going to happen.
Why it matters: Safe from acquisition, Anthropic can build Claude into a long-term enterprise AI platform. It also paves the way for other AI startups to seek more funding to remain competitive.
Our first take: Acquiring Anthropic would likely cost any suitor over $200 billion—a figure that dwarfs most historical tech acquisitions and restricts potential buyers to a handful of cash-rich companies who will also have to jump through regulatory hoops.
Anthropic’s soaring valuation signals that investors now reward AI startups that prioritize safety, solve real enterprise problems, and build partnerships. This playbook could become the template for the next wave of valuations for up-and-coming AI companies.
This is our immediate perspective. We’re actively developing this story throughout the day with more research and data from the EMARKETER database. Our in-depth analysis will be included in our client-only Briefings. Non-clients can click here to get a demo of our full platform and coverage.
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