Anthropic secures $30 billion in new funding, lifting its valuation to $380 billion as revenue surges and AI competition with OpenAI intensifies.
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| Anthropic doubles valuation to $380 billion as Claude Code revenue tops $2.5 billion, intensifying the AI arms race with OpenAI and reshaping global tech markets. Image: CH |
San Francisco, United States — February 13, 2026:
Anthropic has vaulted into the upper tier of global technology companies after raising $30 billion in fresh capital, more than doubling its valuation to $380 billion. The scale of the round underscores the relentless investor demand for frontier artificial intelligence firms that demonstrate both technical leadership and commercial traction.
The funding was co-led by D. E. Shaw Ventures, ICONIQ and MGX, and included previously announced participation from Microsoft and Nvidia. Anthropic also counts Google and Amazon among its major backers, giving it one of the most strategically powerful investor lineups in the AI sector.
Unlike many high-valuation startups, Anthropic’s surge is supported by aggressive revenue expansion. The company reports a $14 billion annualized run rate, with its coding-focused product, Claude Code, exceeding $2.5 billion in run-rate revenue — more than doubling since the start of 2026.
Business subscriptions have quadrupled this year, and enterprise clients now account for more than half of Claude Code’s revenue. This shift toward large-scale corporate adoption signals that AI tools are moving from experimentation to mission-critical deployment.
Anthropic’s emphasis on coding has proven a strategic differentiator. Developers have gravitated toward Claude Code for its performance in software generation and debugging, allowing the company to capture high-value enterprise workflows.
Investor enthusiasm has not been limited to fundraising. Anthropic’s launch of plugins for its Cowork AI agent — designed to autonomously execute computer-based tasks for white-collar professionals — triggered volatility in global software stocks. Markets reacted to the possibility that advanced AI agents could displace portions of traditional SaaS platforms.
The episode illustrates a broader structural shift: AI is increasingly positioned not merely as an enhancement layer but as a replacement layer. If agents mature further, enterprise software spending could consolidate around AI-native providers, intensifying disruption across the IT landscape.
Anthropic’s valuation leap comes as rival OpenAI reportedly explores a deal that could value it at approximately $830 billion, including a potential $30 billion investment from SoftBank Group.
The widening capital commitments highlight a bifurcated AI market: a small number of frontier labs attracting enormous capital, while smaller players struggle to compete on compute, talent and distribution.
For investors, the bet is clear. Companies that combine advanced models, enterprise revenue and strategic alliances are being treated less like startups and more like foundational infrastructure providers for the next computing era.
Anthropic has also distinguished itself through a more proactive stance on AI governance. While many technology companies push back against tighter oversight, Anthropic has pledged $20 million to support U.S. political candidates who favor regulating the AI industry.
This positioning may strengthen its appeal to enterprise and government clients increasingly concerned about compliance, safety and long-term risk management. It also signals that regulatory alignment is becoming a competitive lever in the global AI race.
Adding to the momentum, Blackstone recently increased its stake in Anthropic to roughly $1 billion, reinforcing confidence from large institutional investors.
At $380 billion, Anthropic now stands among the most valuable private technology firms globally. The question is no longer whether AI will transform enterprise computing, but which companies will dominate that transformation — and whether valuations of this magnitude can be justified by sustained growth.
As capital continues to flood the sector, Anthropic’s next phase will test whether explosive revenue expansion, strategic partnerships and regulatory positioning can convert investor optimism into durable market leadership in the world’s fastest-moving technology arena.