AIニュース

Anthropic has pushed the growth curve of AI companies to a new level. According to Semi Analysis, Anthropic’s ARR (Annualized Run-rate Revenue) has exceeded $44 billion. ARR refers to annualized revenue based on the current run rate. It does not equal confirmed full-year revenue. Even so, the number is still striking. At the end of 2025, Anthropic’s ARR was around $9 billion. By May 2026, it had reached $44 billion — an increase of $35 billion within 12 months. On average, that means roughly $96 million in new ARR added per day. Placed in the historical context of the software industry, this speed is almost unprecedented. Amazon Web Services took […]

A historic moment just happened. A financial report that deserves a place in business history dropped like a deep-sea bomb, completely shattering the growth myth of OpenAI. The moment has arrived—Anthropic, this “Avengers Alliance” formed by defectors from OpenAI, has officially reached $30 billion in annual revenue, surpassing OpenAI’s $24 billion in one move. Today, the The Wall Street Journal revealed an astonishing number that made all of Silicon Valley gasp: Anthropic’s annual recurring revenue (ARR) has broken through $30 billion. At the beginning of 2025, Anthropic’s ARR was only $1 billion. In 15 months, it multiplied 30 times. Within just 15 months, annualized revenue skyrocketed from $1 billion to

Anthropic Valuation Nears $900 Billion A deep-water bomb in the AI world. On April 29, it was reported that Anthropic is negotiating a new round of funding, with a valuation that could exceed $900 billion. If the deal closes, this company—founded less than four years ago—will surpass OpenAI in one leap, becoming the most valuable AI unicorn on Earth. $900 billion. What does that number mean? In China’s A-share market, it’s higher than Kweichow Moutai’s market cap. In Silicon Valley, it kicks over the valuation throne that OpenAI spent a decade building. More intriguing is the timeline. Just a few months ago, Anthropic was valued at $60 billion. Google and

GPT-5.6 Exposure and the Goblin Obsession Just now, GPT-5.6 has been exposed? GPT-5.5 had only just set new benchmark records, and already GPT-5.6 seems to be quietly surfacing. Recently, OpenAI’s models have been obsessively fixated on goblins, turning into a meme across the entire internet. The official blog has just revealed the reason behind it—unexpectedly tied to a “nerdy” technical setup. Is GPT-5.6 Already in Testing? Not long after GPT-5.5 was released, traces of GPT-5.6 began appearing in backend logs. It looks very much like OpenAI is already warming up GPT-5.6. A developer discovered an unusual entry in internal Codex logs. Most API calls were routed to GPT-5.5, but one