Key Highlights
- Altimeter Capital’s Brad Gerstner projects Anthropic’s ARR could surge to $80B–$100B by year-end 2026
- The company’s ARR currently exceeds $30B, a massive jump from $9B recorded at 2025’s close
- Claude’s average daily user count more than doubled between February and March 2026
- More than 1,000 enterprise clients now invest over $1M per year in Anthropic’s services
- ChatGPT experienced declines in web traffic and mobile usage during March as Claude and Gemini expanded their presence
Brad Gerstner, who founded Altimeter Capital, recently described Anthropic’s revenue trajectory as among the most explosive growth stories in technology sector history. During a weekend podcast appearance, he projected the AI company’s annual revenue run rate could climb to somewhere between $80 billion and $100 billion before 2026 concludes.
This projection represents approximately a threefold increase from Anthropic’s current position. The company’s ARR has now crossed the $30 billion threshold, surging from roughly $9 billion when 2025 ended. Just months earlier in 2026, that metric stood at approximately $15 billion.
Anthropic had initially set its sights on achieving an ARR ranging from $20 billion to $26 billion throughout the calendar year. The company has already exceeded those ambitious targets.
According to Gerstner, the organization has experienced a significant “rebound” during the last three months following a period where it received relatively little attention throughout 2025. He now characterizes the company as surpassing OpenAI, whose ARR currently sits in the $24 billion to $25 billion range.
Business Customers Driving Explosive Revenue
Anthropic now counts over 1,000 enterprise organizations that each commit more than $1 million annually to its platform. The company’s Claude AI models have gained widespread adoption for coding assistance, workflow automation, and API-driven applications.
The company introduced Claude CoWork in January 2026 and most recently unveiled an innovative AI model named Mythos. These product launches have maintained strong visibility for Anthropic throughout the tech industry.
To accommodate its rapid expansion, Anthropic has partnered with Google and Broadcom on developing 3.5 gigawatts of computing infrastructure. Gerstner emphasized that achieving the $100 billion ARR milestone will demand substantial infrastructure capital.
Market Share Shifts Favor Claude
Recent analysis from BNP Paribas reveals that Claude’s portion of chatbot website traffic nearly doubled, climbing from 3.6% in February to 6.6% by March. The platform’s average monthly daily active users jumped from 0.8% to 1.8% during the same timeframe.
Google’s Gemini platform similarly expanded, with its website visit share increasing from 26.2% to 28% in March.
While ChatGPT maintains its position as the leading chatbot platform, it experienced declines in both web traffic and mobile application usage throughout March, based on analysis from BNP researchers led by Nick Jones.
Amazon also featured prominently in the BNP analysis. Uber recently broadened its deployment of Amazon’s Gravitron4 and Trainium3 chip architectures. Amazon CEO Andy Jassy disclosed that AWS AI-related ARR has reached $15 billion, while chip-specific ARR stands at $20 billion.
Meta’s recently launched Muse Spark AI model triggered a significant spike in downloads for the Meta AI application. BNP analysts noted the launch demonstrates Meta’s advancing AI strategy.
Anthropic ranks among multiple privately-held technology companies potentially preparing for public offerings in 2026, with preliminary valuation estimates hovering around $300 billion.
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