A post by @FirstSquawk on X.
GOLDMAN SACHS PREDICTS ANTHROPIC'S REVENUE WILL SURPASS $600 BILLION BY 2030.
@FirstSquawk on X
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Goldman Sachs projects Anthropic's revenue will exceed $600 billion by 2030, according to a First Squawk post on X. The forecast implies a dramatic scale-up for the AI developer, whose Claude models compete with OpenAI and Google in the enterprise and consumer AI markets. The $600 billion figure dwarfs current revenue bases across the sector and suggests Goldman expects AI model providers to capture a large share of enterprise software and cloud spending. The call matters because it anchors expectations for AI-related valuations and infrastructure demand, including data center capacity and compute supply. What to watch next is whether Anthropic's actual revenue trajectory and enterprise adoption support such an aggressive long-range estimate.
Muhabbit's AI wrote this summary of @FirstSquawk's post in its own words. It can get details wrong, so read the post on X.
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Anthropic, Goldman Sachs (GS)
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