May. 20 at 9:32 PM
Anthropic’s latest update shows sharply higher revenue and profitability expectations
$AMZN $NVDA $GOOGL
Revenue is projected to rise from
$4.8B to
$10.9B, with a first operating profit of about
$559M in Q2 (excluding stock-based compensation). Growth is said to outpace historical peaks of Zoom, Google, and Facebook, arriving earlier than the 2028 target. However, rising AI compute costs may challenge sustained profitability. A new funding round could also value the company above OpenAI.