MoneyThe story, in brief
Anthropic set to hit $10.9 billion in revenue during second quarter, source says
$10.9B. That's Anthropic's projected Q2 revenue—and the quarter it hits profitability.
The KeyNews take
Why it matters
Anthropic's explosive revenue growth signals the AI market is moving beyond R&D spending into defensible, profitable business models. This is the inflection point investors have been waiting for: proof that frontier AI labs can be unit-economic machines, not just cash furnaces.
The key facts
5 to knowAnthropic projected Q2 2026 revenue: $10.9B
First profitable quarter expected
Implies run-rate of $43.6B annualized revenue
Source: CNBC reporting from insider source
Date: May 20, 2026
Go to the source
CNBC Technologycnbc.com
Publisher excerpt: If Anthropic hits the revenue target, it will post its first profitable quarter, a source told CNBC