Anthropic's valuation has surged to $965 billion, surpassing OpenAI, per Digitimes and FT (May 28-29, 2026).

Anthropic's valuation has surged to $965 billion, surpassing OpenAI, per Digitimes and FT (May 28-29, 2026). The company finalized a $65 billion funding deal, positioning it as the most valuable AI lab. This capital will likely be deployed to secure compute capacity (GPUs, HBM, networking) from cloud providers and hardware vendors, driving demand for NVIDIA, AMD, TSMC, and ASML. Simultaneously, Anthropic released Opus 4.8, its fastest upgrade cycle yet (TechCrunch, The Verge – May 28, 2026), indicating sustained investment in training and inference. The company also expanded its India leadership (Digitimes – May 28, 2026) and supported Illinois' AI safety law (Ars Technica – May 28, 2026), signaling a scaling operations and compliance posture. Manifold Markets consensus shows >99% probability Anthropic flips OpenAI valuation before 2027 (Manifold – May 29, 2026). This confluence of valuation, funding, and product velocity points to increased demand for AI infrastructure, positively impacting semiconductor supply chains.