Anthropic reportedly guides Q4 run-rate to $77 billion, below October’s $81 billion

Anthropic has reportedly guided its fourth-quarter revenue run-rate to $77 billion, down from the $81 billion figure cited in October, according to Crypto Briefing. The downward revision reflects the difficulty of balancing price cuts against rising usage, which is weighing on growth projections. The update matters because Anthropic is a major AI model provider whose revenue trajectory shapes expectations for the broader AI infrastructure and compute supply chain. What to watch next is whether the lower guidance proves a one-quarter reset tied to pricing changes or signals a more durable slowdown in demand growth.