If you think about it, Anthropic has come very far in a short time with limited name recognition compared to rivals like Google and OpenAI. Today, Anthropic is frequently seen as the favorite in enterprise AI. Valued at $183 billion ( for the moment), Anthropic is on track to hit an annualized revenue run rate of nearly $10 billion by the end of 2025-and has told investors that figure could reach $70 billion by 2028.
My take is that revenue will be flat to slightly up in comparison to 2024 - low single-digit growth at max. 2024 was up 4% from projections, which surprised everyone in the beauty industry and across CPG in general. However, with rising costs of living and tariffs - which will start to trickle down to the consumer right in time for the holiday season - consumers have less disposable income to spend, and so they are making extremely conscious decisions about where to spend that.
The boost comes down to Oracle's revenue projections rather than the lackluster results for fiscal year (FY) 2026's first quarter. The company predicts that Oracle Cloud Infrastructure's entire FY 2026 revenue will reach $18 billion-a 77% jump year-over-year (YOY). That's just the start. Oracle further expects revenue for its cloud infrastructure business to reach $32 billion in 2027, $73 billion the following year, and $114 billion and $144 billion in 2029 and 2030, respectively.
