Anthropic filed an amended S-1 showing third-quarter revenue climbed from nearly $12 billion to close to $17 billion, with the company securing nearly $900 billion in future purchase and lease commitments. Short-term contracts tripled, suggesting strong near-term demand from customers.
The filing has reignited debate over Anthropic's valuation. Institutional investors reportedly prefer a range of $1.5 trillion to $1.6 trillion, below the $2 trillion figure that had circulated earlier. Analysts are weighing whether the revenue surge justifies the scale of spending commitments and whether customers are actually seeing measurable returns on their AI investments.
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