AI company Anthropic has revealed that it has reached a $14 billion annualised revenue run rate in less than 3 years after earning its first dollar, a figure widely discussed across tech and business circles.
The company shared a chart showing revenue expanding more than 10 times annually for 3 consecutive years. The $14 billion estimate equals about Rs 1,26,889 crore, making Anthropic arguably one of the fastest-growing companies in history. According to its blog, customers spending over $100,000 annually on Claude AI have increased 7 times in the past year. Around 2 years ago, only about a dozen customers spent more than $1 million annually, but that number now exceeds 500. The company also claims that “8 of the Fortune 10 companies are now Claude customers.”
Despite the rapid rise, Anthropic is not yet profitable and may remain so for a few more years due to heavy investments in AI development and infrastructure.
The announcement has created mixed reactions within the software industry. Many see it as proof that AI has moved beyond experimentation into enterprise adoption. Others view it as a sign of pressure on traditional IT services companies such as Infosys and Wipro, which are experiencing slower revenue growth and weaker stock performance.
Observers say the shift signals a broader transition from SaaS-led growth and large coding workforces toward AI-built software managed by smaller teams.
After the revenue chart was shared online, industry voices reacted quickly. Itamar Golan said, “Anthropic is now at a $14B run rate. We’re watching a new software giant form in real time.” Mathieu Olivier added: “All the figures related to Anthropic and Claude Code revenue are absolutely insane.” Another user commented, “This one (Anthropic revenue) is the metric to watch if you are an IT employee. You can probably bet that 60-80 percent Anthropic revenue replaces the revenue that could have come to some Indian IT company.”
Claude Code, launched for general users in May 2025, has become a major revenue driver, reaching over $2.5 billion run-rate revenue and more than doubling within 1 month. The tool also triggered a selloff in SaaS IT stocks around 10 days ago.
Meanwhile, growth at Indian IT firms has slowed. Tata Consultancy Services reported revenue growth of 17.6% in FY23, 6.8% in FY24, and 6% in FY25. Infosys recorded 20.7% growth in FY23, falling to 4.7% in FY24 and recovering slightly to 6.1% in FY25. HCLTech growth cooled to 8.3% in FY24 and about 6.5% in FY25. Over the last 6 months, TCS shares fell over 11%, Infosys nearly 4%, HCL Tech close to 3%, and Wipro more than 11%.
Anthropic, with about 2,500 employees, shows how AI-driven companies may scale rapidly with smaller teams, reinforcing AI’s growing role as a major industry disruptor.
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