Anthropic Revenue Doubles in 2 Months: Claude Code Fuels $44B ARR Surge
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 […]
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