Anthropic declined to comment.

The startup led by Dario Amodei filed paperwork with the Securities and Exchange Commission in June, putting the company in a quiet period that limits public announcements about its financial performance.

Anthropic has gained ground on rivals OpenAI and Google this year, releasing models that have outperformed competitors while focusing on sales to business customers. The group announced in May that its annualized revenue had surpassed $47 billion.

Venture capitalists, sovereign wealth funds, and other institutional investors have poured just under $100 billion into the company in 2026. Anthropic’s valuation leapfrogged OpenAI’s for the first time in May, reaching $965 billion, including the new investment.

But the group also faces considerable uncertainty. It has repeatedly clashed with the Trump administration and remains in active litigation against the US Department of Defense, which labeled Anthropic a supply-chain risk earlier this year.