Key Highlights
- Brad Gerstner of Altimeter Capital projects Anthropic’s ARR may climb to $80B–$100B before 2027
- Current ARR stands above $30B, representing a massive jump from $9B in late 2025
- Daily active users of Claude surged by over 100% between February and March 2026
- Anthropic now serves more than 1,000 enterprise clients paying over $1M per year
- ChatGPT experienced declining web visits and mobile usage in March as Claude and Gemini captured more users
The AI landscape is witnessing one of the most dramatic revenue trajectories in technology history, with Anthropic leading the charge. Brad Gerstner, who heads Altimeter Capital, revealed during a weekend podcast that the company’s annual recurring revenue could surge to somewhere between $80 billion and $100 billion before 2026 comes to a close.
This projection represents approximately triple the company’s current position. Anthropic’s ARR has already crossed the $30 billion threshold, a remarkable increase from the roughly $9 billion recorded at 2025’s conclusion. Just months earlier in 2026, the figure stood at approximately $15 billion.
Anthropic initially set its sights on achieving $20 billion to $26 billion in ARR for the entire year. The company has decisively exceeded those expectations.
According to Gerstner, the organization has experienced a significant “rebound” during the last three months following a period where it received less attention throughout 2025. He now indicates the company is moving faster than OpenAI, whose ARR is currently estimated at $24 billion to $25 billion.
Business Client Base Driving Expansion
The company now counts over 1,000 corporate clients who individually invest more than $1 million annually in Anthropic’s services. The Claude suite of models has gained substantial traction in programming applications, workflow automation, and API-driven solutions.
Anthropicintroduced Claude CoWork at the start of 2026 and most recently unveiled Mythos, a new artificial intelligence model. These product launches have maintained strong industry attention on the company’s offerings.
To accommodate this explosive expansion, Anthropic is collaborating with Google and Broadcom on developing 3.5 gigawatts worth of computational infrastructure. Gerstner emphasized that reaching the $100 billion ARR milestone will demand substantial infrastructure commitments.
Market Share Shifts Favor Claude
Recent analysis from BNP Paribas reveals that Claude’s portion of chatbot-related website traffic nearly doubled, climbing from 3.6% in February to 6.6% by March’s end. The platform’s average monthly daily active user percentage increased from 0.8% to 1.8% during the identical timeframe.
Google’s Gemini platform similarly expanded, with its share of website visits advancing from 26.2% to 28% in March.
While ChatGPT maintains its position as the leading chatbot platform, it experienced decreases in both web traffic and mobile application usage during March, based on analysis from BNP’s team headed by Nick Jones.
Amazon also featured prominently in BNP’s research. Uber recently broadened its deployment of Amazon’s Gravitron4 and Trainium3 chip technologies. Amazon CEO Andy Jassy disclosed that AWS’s AI-focused ARR has reached $15 billion, while semiconductor-related ARR stands at $20 billion.
Meta’s introduction of the Muse Spark AI model triggered significant download activity for the Meta AI application. BNP’s analysts noted the launch demonstrates Meta’s advancing capabilities in artificial intelligence development.
Anthropicis among multiple privately-held companies potentially preparing for public market debuts in 2026, with preliminary valuations estimated near $300 billion.
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