Anthropic valuation rumor $900B

Anthropic has not publicly announced a $900 billion funding round, but the valuation figure is not coming from nowhere. Reports published on April 29 said the Claude maker was in talks with investors about raising money at around a $900 billion valuation, and those reports resurfaced on social media on May 20 alongside unverified claims about a leaked 2026 revenue forecast. Anthropic’s last confirmed valuation was $380 billion in a Series G round announced on February 12. The company said then that it had raised $30 billion and was seeing a $14 billion revenue run rate. The rumor cycle accelerated as prediction markets picked up the story. Polymarket launched contracts tied to private-company milestones on May 19, including markets on whether Anthropic would reach specified valuation levels and whether it would be valued above OpenAI. CNBC reported that those contracts would resolve using data from Nasdaq Private Market. (anthropic.com) ### Where did the $900 billion number come from? April 29 was the first clear published checkpoint for the figure. Bloomberg reported that Anthropic was weighing a fresh funding round valuing the company at more than $900 billion, according to people familiar with the matter, and CNBC separately reported that Anthropic was in talks with investors at a $900 billion valuation. Reuters, citing Bloomberg, said the considerations were early-stage and that no offers had been accepted. (cnbc.com) Anthropic declined comment in those reports. TechCrunch reported the same day that Anthropic had received multiple preemptive offers for roughly $50 billion at an $850 billion to $900 billion valuation range. That reporting described the process as investor-driven rather than a completed financing. ### What is actually confirmed by Anthropic itself? February 12 is the company’s last formal funding disclosure. (bloomberg.com) Anthropic said it raised $30 billion in Series G financing at a $380 billion post-money valuation, led by GIC and Coatue, with participation from a long list of investors including previously announced commitments from Microsoft and Nvidia. Anthropic also said at that time that its revenue run rate was $14 billion and that Claude Code’s run-rate revenue had exceeded $2.5 billion. (techcrunch.com) May 20 brought a separate CNBC report that Anthropic had generated $4.8 billion in first-quarter revenue and reached $10 billion in 2026 revenue so far, citing a source familiar with the matter. That report said Anthropic was set to hit $10.9 billion in second-quarter revenue and could post its first profitable quarter if it met that target. Anthropic did not publicly publish those figures in the material reviewed here. (anthropic.com) ### What about the $44 billion 2026 revenue forecast? January 27 is the closest verified reporting to the viral forecast claims. Reuters, citing The Information, reported that Anthropic had raised its forward revenue forecasts and was projecting sales of as much as $18 billion in 2025 and $55 billion in 2026. That is not the same as a confirmed public company filing, and Reuters said at the time it could not immediately verify the report. (cnbc.com) The specific $44 billion figure circulated widely on X on May 20, but the material reviewed here does not show Anthropic publishing that number itself. In other words, the online posts appear to be mixing older reporting about a possible $900 billion raise with newer, less clearly sourced revenue screenshots or summaries. ### Why did Polymarket get pulled into this? (money.usnews.com) May 19 was the start of Polymarket’s push into private-company event contracts. CNBC said the exchange listed markets tied to Anthropic valuation milestones, OpenAI IPO thresholds and whether Anthropic would be valued higher than OpenAI at any point this year. Polymarket’s Anthropic page now shows active contracts on valuation levels by June 30 and December 31, plus IPO-related outcomes. Those markets reflect trader sentiment, not company confirmation. (cnbc.com) June 30 is the next concrete date in the story because several Polymarket Anthropic contracts expire then, and Nasdaq Private Market is the named data source for resolution, according to CNBC. Anthropic, for its part, has not posted a new funding announcement on its newsroom page beyond the February 12 Series G round. (cnbc.com)