$30 billion crowns a new king in AI. Anthropic's valuation soars to $380 billion, leaving Elon Musk anxious.

[Introduction] It only took less than three years to reach an annualized revenue of $14 billion! Anthropic raised a staggering $30 billion in its Series G funding round, with a valuation soaring to $380 billion, becoming the craziest capital frenzy in AI history. Enterprise-level AI has officially crowned itself the king.

Anthropic completed a $30 billion Series G financing, and its valuation soared to $380 billion!

This is one of the largest private financings in the history of technology.

Although there is continuous hot debate about whether the AI bubble is like the "foam of beer" or the "foam of soap", investors are still pouring tens of billions of dollars into this accelerating AI race that even exceeds the expectations of optimists.

Anthropic's financing in this round is very popular among capital -

It was led by GIC and Coatue, co - led by D. E. Shaw Ventures, Dragoneer, Founders Fund, ICONIQ, and MGX.

There are also a large number of heavy - weight investors participating in this round: Accel, Addition, Alpha Wave Global, Altimeter, AMP PBC, Appaloosa LP, Baillie Gifford, Bessemer, BlackRock - affiliated funds, Blackstone, D1 Capital, Fidelity, General Catalyst, Greenoaks, Goldman Sachs Growth Fund, Insight Partners, Jane Street, JPMorgan Chase (through its Security and Resilience Program and Growth Fund), Lightspeed, Menlo, Morgan Stanley, NX1 Capital, Qatar Investment Authority (QIA), Sands Capital, Sequoia Capital, Temasek, TowerBrook, TPG, Whale Rock, XN, as well as Microsoft and NVIDIA, which had previously announced their participation.

First disclosure! Anthropic can earn $14 billion annually

The financing announcement of this round led by GIC and Coatue first disclosed the financial details of Anthropic -

• Currently, the annualized revenue has reached $14 billion, with a growth of more than 10 times in the past three years;
• The annualized revenue of the coding agent Claude Code has exceeded $2.5 billion, doubling since the beginning of the year, and the weekly active users have also doubled;
• The number of customers with an annual consumption of more than $100,000 has increased by 7 times in the past year;
• 8 out of the top ten Fortune companies are using Claude.

Anthropic's explosion is due to its strategic layout of "focusing on enterprise users".

Compared with models targeting ordinary consumers, these customers have strong payment ability, high retention rates, and are more willing to deeply integrate AI tools.

This "enterprise - first" route is also becoming the dividing line between winners and laggards in the AI track.

The investment trend on Wall Street has changed. Now there is an obvious preference for AI companies with enterprise implementation capabilities, such as Google and Anthropic. In contrast, OpenAI and xAI are more regarded as "consumer - type AI", with slightly inferior money - making abilities.

But this is not a zero - sum game.

According to data provided by financial data service provider Ramp, Anthropic is not "stealing users" from other AI players but building its own user base:

• 20% of the enterprises using Ramp are now also paying for Anthropic, compared with only 4% last year;
• 79% of all OpenAI paying users are also paying for Claude.

Ramp believes that the underlying reason is the Claude Code product that caused a hot debate at the beginning of this year, which promoted its application popularization.

The truth behind the financing: Claude Code becomes the biggest growth engine

The latest data shows that 4% of all public code submissions on GitHub globally come from Claude Code, doubling again compared with last month!

Since the beginning of 2026, the enterprise subscription volume of Claude Code has increased by 4 times, and currently, the revenue contributed by enterprise customers accounts for more than half.

Boris Cherny, the father of Claude Code, revealed that since January this year, the weekly active users (WAU) of Claude Code have doubled.

What's more noteworthy is that many users who have never written a single line of code are also starting to use this tool to build applications and automate processes.

Moreover, Claude is not only limited to programming but is also expanding into other key areas: financial analysis, data modeling, sales, network security, scientific research discovery... Claude is unlocking the "all - around identity" of AI in work scenarios.

In January 2026 alone, Anthropic released more than 30 new products and functions. The most notable one is "Cowork" - it extends the powerful engineering capabilities of Claude Code to a wider range of knowledge - work tasks.

Cowork comes with 11 open - source plugins, supporting the customization of Claude as exclusive role assistants for sales, legal, finance, etc., which once triggered the "SaaS apocalypse" in the global stock market.

In addition, Claude for Enterprise has expanded into the medical and life - science fields, supporting deployment in organizations that comply with HIPAA requirements.

Philippe Laffont, the founder of Coatue, said: "Since our first investment in 2025, Anthropic's focus on AI agents and enterprise - level systems has enabled it to rapidly move towards large - scale implementation. The speed of the team in product iteration and market expansion has consolidated its leading position in the global AI competition."

Anthropic's newly launched Opus 4.6 model can automatically generate high - quality documents, tables, and presentations, supporting AI agents to cover the entire "real workflow".

It is also the strongest model in the global GDPval - AA (a benchmark test measuring the performance of economic - value tasks in finance, law, etc.), continuing to lead the evolution of "frontier intelligence".

Choo Yong Cheen, the Chief Investment Officer of GIC Private Equity, highly praised: "Anthropic is the well - deserved leader in enterprise AI, constantly setting new standards in terms of security, performance, and scalability."

Elon Musk is anxious and mocks Anthropic as a "hypocrite"

Anthropic said that this round of financing will also be used to expand the global infrastructure deployment of Claude.

Currently, Claude is the only cutting - edge AI model that can be deployed on the three major cloud platforms of Amazon AWS (Bedrock), Google Cloud (Vertex AI), and Microsoft Azure (Foundry) simultaneously.

Its underlying training and operation support multiple hardware architectures such as AWS Trainium, Google TPU, and NVIDIA GPU, flexibly matching different workloads to achieve both optimal performance and system resilience, especially suitable for enterprise customers with critical business needs.

Anthropic's Chief Financial Officer Krishna Rao said:

Whether it's entrepreneurs, startups, or global top - tier enterprises, this round of financing reflects the exponential demand from customers. We will use this investment to continue building the enterprise - level products and models they rely on.

This is a bit ironic. Elon Musk unceremoniously pointed out: "Your AI hates white people and Asians, especially the Chinese, heterosexuals, and men. It is both misanthropic and evil."

In short, Musk is mocking Anthropic for being "in name only". The company's name itself has determined its fate -

In the famous Western fantasy novel "The Kingkiller Chronicle: The Name of the Wind", the famous wizard Taborlin the Great called on the name of the wind to escape from trouble, while Anthropic uses the name of people to drive the crowd.

Reference materials:

https://www.anthropic.com/news/anthropic-raises-30-billion-series-g-funding-380-billion-post-money-valuation

https://www.axios.com/2026/02/12/anthropic-raises-30b-at-380b-valuation

This article is from the WeChat official account "New Intelligence Yuan", editor: KingHZ, published by 36Kr with authorization.