Anthropic set to hit $10.9 billion in revenue during second quarter, source says

Dario Amodei speaking on CNBC's Squawk Box at the World Economic Forum in Davos, Switzerland on Jan. 21st, 2026.

Oscar Molina | CNBC

Anthropic is on track to generate $10.9 billion in revenue during the second quarter, CNBC confirmed on Wednesday, a figure that would top the artificial intelligence company's sales for all of last year.

If Anthropic hits that target, it will post its first profitable quarter, according to a source familiar with the matter who asked not to be named because the details are private. Anthropic generated $4.8 billion during the first quarter, the person said, meaning that its sales more than doubled in a matter of months. Revenue in 2026 reached $10 billion.

The Wall Street Journal was first to report Anthropic's revenue figures.

Anthropic was founded in 2021 by a group of executives and researchers who defected from OpenAI over concerns about the company's direction. The company is best known for its family of Claude AI models, which power products like Anthropic's popular coding assistant, Claude Code.

The company has experienced a period of explosive growth this year, and it's currently in talks with investors to raise money at a $900 billion valuation, as CNBC previously reported. It ranked first on CNBC's 2026 Disruptor 50 list this week.

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Anthropic's Claude app rocketed to the top of Apple's app store in February after a high-profile clash with the Pentagon spilled into public view. The company was blacklisted by the Defense Department for refusing to grant the military unfettered access to its models across all lawful purposes.

Even so, the company appears to be working its way back into the government's good graces, particularly after the launch of Claude Mythos Preview, a model with advanced cybersecurity capabilities. President Donald Trump told CNBC in April that a deal between the DOD and Anthropic is "possible."

Anthropic has also found early success selling to large enterprises, and it's had to strike a number of compute deals in recent months to keep up with demand. Anthropic said last month that enterprise and developer demand for Claude, as well as a "sharp rise" in consumer usage, led to "inevitable strain" on its infrastructure.

Anthropic struck a deal with Elon Musk's SpaceX earlier this month to use all of the compute capacity at the company's Colossus 1 data center in Memphis, Tennessee, for instance. Anthropic will pay SpaceX $1.25 billion per month through May 2029 as part of the deal, according to SpaceX's IPO prospectus, which dropped on Wednesday.

Despite Anthropic's momentum, the company faces stiff competition, particularly from OpenAI, which is valued at more than $850 billion by private investors.

OpenAI is preparing to confidentially file a draft of its IPO prospectus as soon as Friday, and could hit the public markets this year. Anthropic is also eyeing a 2026 IPO.

WATCH: 2026 CNBC Disruptor 50: Watch the full interview with Anthropic co-founder Daniela Amodei