The $600 billion Anthropic revenue forecast credited to Goldman Sachs has no paper trail
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A $600 billion revenue forecast attributed to Goldman Sachs for AI developer Anthropic has surfaced without any supporting documentation, raising questions about the figure's provenance. The projection, which would imply extraordinary growth for the Claude maker, has circulated widely even though no research note or public filing appears to back it. The discrepancy underscores concerns about the reliability of financial information surrounding Anthropic as it moves toward a potential IPO. With the company's actual revenue trajectory still largely undisclosed, the episode highlights how unverified numbers can shape market narratives around private AI firms. What to watch next is whether Goldman Sachs or Anthropic formally confirms, revises, or distances itself from the $600 billion figure ahead of any listing.
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Anthropic, Goldman Sachs (GS)
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