Key Highlights
- Altimeter Capital’s Brad Gerstner projects Anthropic could achieve $80B–$100B in ARR before 2027
- The company’s current ARR exceeds $30B, a massive jump from the $9B recorded at 2025’s close
- Claude’s daily user base more than doubled between February and March 2026
- Anthropic now serves over 1,000 enterprise clients each spending $1M+ per year
- ChatGPT experienced declining web visits and mobile usage in March as Claude and Gemini captured share
The artificial intelligence startup Anthropic is experiencing what Brad Gerstner of Altimeter Capital describes as one of the most explosive revenue trajectories in technology sector history. During a weekend podcast appearance, Gerstner projected the company could see its annual recurring revenue climb to somewhere between $80 billion and $100 billion before 2026 concludes.
This forecast represents approximately a threefold increase from Anthropic’s current position. The company has already surpassed the $30 billion ARR milestone, a dramatic rise from the approximately $9 billion figure posted when 2025 ended. Just months earlier in 2026, that number hovered around $15 billion.
Anthropic had initially set its sights on reaching $20 billion to $26 billion in ARR for the entire year. The company has already exceeded those expectations by a considerable margin.
According to Gerstner, the organization has experienced a significant “rebound” during the most recent three-month period after flying somewhat under the radar throughout 2025. He now characterizes Anthropic as moving faster than OpenAI, whose ARR currently sits in the $24 billion to $25 billion range.
Business Clients Driving Massive Expansion
Anthropic now counts more than 1,000 corporate customers who individually spend in excess of $1 million annually on its services. The company’s Claude language models have found widespread application in software development, workflow automation, and API-driven solutions.
The organization also introduced Claude CoWork at the beginning of 2026 and recently revealed a new artificial intelligence system named Mythos. These product launches have maintained strong industry attention on the company.
To accommodate its rapid expansion, Anthropic has partnered with Google and Broadcom on developing 3.5 gigawatts of computational infrastructure. Gerstner emphasized that reaching the $100 billion ARR threshold will demand substantial investments in underlying technology infrastructure.
Claude Captures Market Share From Competitors
Recent analysis from BNP Paribas reveals Claude’s portion of chatbot website traffic nearly doubled, jumping from 3.6% in February to 6.6% by March’s end. The platform’s average daily active users climbed from 0.8% to 1.8% during the identical timeframe.
Google’s Gemini similarly expanded its presence, with website visit share increasing from 26.2% to 28% in March.
While ChatGPT maintains its position as the leading chatbot platform overall, it experienced declines in both web traffic and mobile application usage during March, based on findings from BNP analysts headed by Nick Jones.
Amazon also featured prominently in the BNP analysis. Uber recently broadened its deployment of Amazon’s Gravitron4 and Trainium3 chip technologies. Amazon CEO Andy Jassy disclosed that AWS AI-related ARR has reached $15 billion, while chip-related ARR stands at $20 billion.
Meta’s newly released Muse Spark AI system triggered a significant spike in downloads for the Meta AI application. BNP researchers indicated the launch demonstrates Meta is advancing meaningfully in its artificial intelligence initiatives.
Anthropic is positioned among multiple privately held technology firms potentially planning initial public offerings in 2026, with preliminary valuations approaching $300 billion.
