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According to The Information, leading AI company Anthropic is working on an ambitious growth plan, aiming to significantly increase its revenue in the coming years. The company plans to increase its annual revenue from approximately $4.7 billion in 2025 to a staggering $70 billion in 2028. This means that Anthropic's revenue needs to double consecutively in 2026 and 2027, and achieve an 80% growth in 2028.
Profit margin is key: A leap from -94% to 77%
To achieve this ambitious goal, Anthropic must significantly improve its gross profit margin, which represents the share of revenue after deducting server costs.
Anthropic expects that through operational optimization and economies of scale, it can increase its gross profit margin from last year's -94% (only for paying users) to as high as 77% by 2028, achieving a qualitative leap.
API access remains the main growth engine
The majority of Anthropic's revenue comes from selling API access to enterprises, which is expected to continue being the main driver of its business growth. By 2028, over 80% of revenue will come from APIs and their related commercial applications. In addition, Anthropic's developer tool Claude Code is increasingly becoming a core business, with expected annual revenue reaching $1 billion soon.
Competition in the AI arena is intensifying: Facing OpenAI
Anthropic's main competitor, OpenAI, has also set similarly aggressive goals. Although OpenAI expects its annual recurring revenue to reach $20 billion by the end of 2025, which is more than four times Anthropic's most optimistic forecast for the same period, it faces higher investor expectations: it needs to achieve at least $100 billion in annual revenue before 2028. OpenAI's long-term goal is to reach $200 billion in revenue by 2030, thereby achieving profitability for the first time, although its plan may involve a loss of $47 billion during the process. Anthropic's "moon landing plan" is undoubtedly intensifying competition in the AI field, indicating that the focus of the tech industry in the coming years will be on the revenue and technology showdown between these AI giants.
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