Anthropic's single-quarter revenue soared 13 times and achieved profitability, and the large AI model completely bid farewell to the era of "pure money burning"

Subverting perceptions! Anthropic's single-quarter revenue soared 13 times and it achieved profitability. AI large models completely bid farewell to the era of "pure money burning"? In recent years, the pessimistic narrative about the endless investment of huge amounts of money in the research and development of large artificial intelligence models is being completely broken by the latest financial reports of leading companies. As one of the world's top artificial intelligence companies, the financial data recently disclosed by Anthropic to potential investors shows that its commercialization process has made breakthrough progress. Documents show that Anthropic’s preliminary revenue in the latest full quarter has exceeded US$11.5 billion, an increase of more than 13 times from US$787 million in the same period last year, while revenue in the first quarter of this year was US$4.73 billion. More importantly, with the concentrated release of enterprise-level customers' willingness to pay, the company's adjusted operating profit has officially turned positive in the second quarter of 2026, demonstrating extremely strong cash flow creation capabilities. At the same time, people familiar with the matter revealed that the company expects total revenue to soar to between US$190 billion and US$200 billion by 2028. Industry analysts pointed out that this milestone performance means that the top large model companies have successfully passed the commercialization exploration period and begun to enter the substantial "making money" stage. As the industry accelerates from early model technology competition to comprehensive product implementation, AI agents (Agents) are becoming a new blue ocean for all parties to compete. From infrastructure blocking to underlying technology breakthroughs to rich terminal scenario applications, the entire industry is ushering in a new period of development opportunities. Related concept stocks such as Hande Information and Xinghuan Technology have also launched in-depth layouts in their respective business scenarios and gradually achieved commercialization. via AI News (author: AI Base)