Sources: Anthropic projects 2028 revenue of ~$190B-$200B, vs. a revenue run rate of $47B in May, as bankers and investors price the company ahead of an IPO
THE SO WHAT
A ~$47B run rate with a 4x+ revenue target by 2028 is Wall Street underwriting AI infra and assistant spend as a core utility, not a side bet. For operators, this means sustained pricing power for top models and continued pressure to either commit to a major lab or build credible in-house alternatives.
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