Anthropic has achieved a valuation of $965 billion, surpassing OpenAI, according to multiple reports.
Anthropic has achieved a valuation of $965 billion, surpassing OpenAI, according to multiple reports.
signal brief
Anthropic has achieved a valuation of $965 billion, surpassing OpenAI, according to multiple reports. Bloomberg reported on May 29, 2026, that Anthropic raised at a $965 billion valuation, eclipsing OpenAI (Bloomberg video). This is corroborated by CNBC, which noted the funding round and the company's intention to go public later this year (CNBC). Additionally, prediction market Manifold shows a 99%+ consensus that Anthropic will surpass OpenAI valuation in 2026 (Manifold). This financing milestone signals Anthropic's dominant position in the AI race and implies significant capital for expanding compute infrastructure, potentially benefiting partners like Google Cloud and AWS. The company also announced the availability of Claude Opus 4.8 on Google Cloud's Gemini Enterprise Agent Platform (Google Cloud blog). This valuation surge strengthens Anthropic's bargaining power and could accelerate capex on data centers and GPU clusters, influencing the broader AI infrastructure supply chain.
evidence
- https://cloud.google.com/blog/topics/inside-google-cloud/whats-new-google-cloud/web
- https://www.bloomberg.com/news/videos/2026-05-29/anthropic-valuation-of-965-billion-passes-openai-videoweb
- https://www.bloomberg.com/news/videos/2026-05-29/anthropic-raises-at-965b-valuation-eclipsing-openai-videoweb
- https://www.cnbc.com/2026/05/29/-tokens-or-humans-the-new-corporate-trade-off.htmlweb
- https://www.cnbc.com/2026/05/29/sentinelone-s-stock-earnings-ai-layoffs.htmlweb
- https://www.cnbc.com/2026/05/29/dan-ives-anthropic-growth-tip-of-the-sphere-ai-theme.htmlweb
- https://www.cnbc.com/2026/05/29/mythos-ai-models-eu-talks-us.htmlweb
- https://www.cnbc.com/2026/05/29/spacex-skeptics-concerned-as-musk-comments-diverge-from-ipo-filing.htmlweb
- https://www.datacenterdynamics.com/en/news/the-build-out-of-anthropics-data-center-team-comes-as-it-expanded-its-compute-portfolio-primarily-through-cloud-contracts-the-company-has-major-microsoft-aws-and-google-contracts-with-all-three-hyperscalers-anthropic-investors-in-october-google/web
- https://www.blocksandfiles.com/ai-ml/2026/05/29/mistral-ai-chooses-vast-data-for-its-ai-data-foundation/5248594web
- https://www.anthropic.comweb
- https://manifold.markets/adhoum/will-anthropics-private-valuation-eweb
- https://manifold.markets/sama/will-anthropic-surpass-openai-valuaweb
- https://manifold.markets/jim/on-june-1-will-openai-be-valued-higweb
- https://manifold.markets/duck_master/anthropic-flips-openai-before-2027web
- https://manifold.markets/JeromeHPowell/will-manifold-consider-the-next-claweb
Decision support, not stock advice. This signal is research with cited evidence — not a recommendation to buy, sell, or hold any security.