Anthropic disclosed that its annualized revenue has climbed to more than $44 billion, up from roughly $9 billion at the start of 2026, with the AI lab now doubling ARR roughly every six weeks and adding an estimated $96 million per day. Inference margins have expanded to about 70% from 38%, signaling structural compute efficiencies rather than pure top-line growth, while Claude Code and agentic API usage from enterprise customers are cited as the primary drivers.
The revenue update landed alongside a May 14 announcement that PwC is expanding its strategic alliance with Anthropic. PwC will train and certify 30,000 of its US professionals on Claude, roll out Claude Code and Claude Cowork across its workforce, and stand up a joint Center of Excellence focused on agentic technology, AI-native deal execution, and reinvention of finance, supply chain, HR and engineering functions.
Anthropic CEO Dario Amodei said insurance underwriting cycles inside PwC engagements have dropped from ten weeks to ten days, while security work that took hours now completes in minutes. PwC US Senior Partner and CEO Paul Griggs added that enterprise conversations have shifted from AI possibility to measurable execution, with clients demanding secure and responsible deployments.