Anthropic is private. They talk all The time about their numbers being non-gaap run-rate revenues mean extrapolating a month out to a year. All they have to do is book a big deal in May and multiply by 12.

It’s probably still impressive growth, but probably not as impressive as it looks.

According to https://www.axios.com/2026/05/28/ai-spending-roi-enterprise-...

> An AI consultant tells Axios one of their clients recently spent half a billion dollars in a single month after failing to put usage limits on Claude licenses for employees

Times that by 12 to annualize it and you get to add an extra $6 billion to the number!

[dead]