Anthropic Delays IPO: Revenue Doubled, Infrastructure Costs Up 65%
Anthropic is delaying its IPO to November 2026 to show Q3 results first. In Q2, revenue doubled to $11.5 billion, but infrastructure costs rose 65%.
Anthropic is delaying its IPO from October to November 2026 to wait for third quarter results. In the second quarter, revenue doubled from $4.7 billion to $11.5 billion. The number of customers spending at least $100,000 per year grew from 1,500 to 6,000.
Infrastructure costs in the same quarter rose 65%, from $3.4 billion to $5.6 billion. The SpaceX deal alone costs $1.25 billion per month. I would not expect API prices to drop quickly: costs are clearly growing faster than revenue.
Source: the-decoder.com
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Author
Evgenii Arsentev
PhD · Chief Executive Officer, digital health
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