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Anthropic aims to nearly triple annualized revenue in 2026 amid surging enterprise AI demand

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Artificial intelligence startup Anthropic is targeting an ambitious leap in revenue, projecting to more than double—and potentially nearly triple—its annualized revenue run rate in 2026, according to sources familiar with the company’s internal forecasts.

The San Francisco-based firm expects to hit an annualized revenue run rate of $9 billion by the end of 2025, and has set 2026 goals ranging from $20 billion to $26 billion, driven by rapid adoption of its enterprise-focused AI products. Anthropic confirmed to Reuters that its current revenue run rate is approaching $7 billion, up from $5 billion in August, though it declined to comment on future projections.

The growth underscores the accelerating demand for generative AI tools across industries, even as questions arise over the sustainability of massive AI infrastructure investments. About 80% of Anthropic’s revenue now comes from its 300,000 enterprise customers, who use its Claude models for software integration, data analysis, and automation.

One major contributor has been Claude Code, Anthropic’s AI-powered programming assistant, which has already reached a $1 billion annualized run rate since launching earlier this year. The company also recently introduced its Haiku 4.5 model — a low-cost AI system aimed at making enterprise AI more accessible.

Anthropic’s growth trajectory puts it in direct competition with OpenAI, whose revenue surpassed $13 billion in August and is expected to exceed $20 billion by year’s end. Founded in 2021 by former OpenAI employees, Anthropic has been valued at $183 billion following a $13 billion funding round led by ICONIQ.

Backed by Amazon and Google, the company plans to open its first India office in Bengaluru in 2026 and significantly expand its workforce to meet surging global demand for enterprise AI solutions.

Apple AI executive Ke Yang departs for Meta amid intensifying talent war

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Apple has lost another key artificial intelligence executive to Meta, as competition for top AI talent across Silicon Valley continues to escalate. Ke Yang, who was recently appointed to lead Apple’s new Answers, Knowledge and Information (AKI) division — a team central to the overhaul of Siri and Apple’s web-based AI search project — is reportedly leaving to join Meta Platforms, according to Bloomberg News.

Yang’s departure comes just weeks after her promotion, which positioned her at the forefront of Apple’s push to develop a ChatGPT-like AI-driven search tool. The project was expected to debut in March as part of Apple’s broader effort to integrate generative AI into its ecosystem.

Neither Apple, Meta, nor Yang have commented publicly on the move. Yang joined Apple in 2019, according to her LinkedIn profile.

Meta, led by Mark Zuckerberg, has been aggressively recruiting AI experts from competitors including Apple, Google, OpenAI, and Anthropic, as major tech firms pour billions into advancing generative AI and large language models. Bloomberg previously reported that other Apple executives, including Ruoming Pang and Robby Walker, have also recently left the company amid the growing AI talent war.

The move underscores the fierce competition among tech giants seeking to gain an edge in the race toward AI-powered search and digital assistants — a space increasingly defined by breakthroughs in conversational models and multimodal intelligence.

OpenAI to permit mature content on ChatGPT for verified adults from December

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OpenAI will begin allowing mature content on ChatGPT starting in December for users who verify their age, CEO Sam Altman announced on Tuesday. The decision marks a major policy shift under OpenAI’s new “treat adult users like adults” principle, following earlier restrictions that limited the chatbot’s ability to handle sensitive topics.

Altman said on X (formerly Twitter) that the company made ChatGPT “pretty restrictive” to avoid harm to users experiencing mental distress, which he acknowledged had made the chatbot “less useful or enjoyable” for others. “As we roll out age-gating more fully … we will allow even more, like erotica for verified adults,” he said.

The move comes as OpenAI develops new safety tools and moderation systems aimed at identifying mental health risks and ensuring appropriate usage. Altman added that the company now feels confident it can safely relax restrictions for most adult users while maintaining strong protections for minors.

In parallel, OpenAI plans to roll out a customization feature that lets users adjust ChatGPT’s tone and personality, including more expressive or conversational styles. “If you want ChatGPT to act more human-like or friendly, it should — but only if you want it,” Altman said.

The announcement came the same day Meta introduced new PG-13-style content filters on Instagram, underscoring the growing trend among tech firms to tailor content standards by user age and consent verification.