Nathaniel Whittemore

The fundraising frenzy firmly cements Anthropic's momentum.

Last year, remember, OpenAI raised $40 billion, anchored by $30 billion from SoftBank, meaning that Anthropic is now neck and neck with those figures.

In addition to fundraising news, the information has an update on Anthropic's revenue growth forecasts.

They report that Anthropic updated investors in December and hiked forecasts across the board.

2026 revenue is now expected to come in at $18 billion, around a Forex increase from last year's numbers and up 20% from estimates made last summer.

In 2027, Anthropic expects to generate $55 billion in revenue.

For 2029, their most optimistic forecast calls for $148 billion.

That forecast is particularly notable as it's $3 billion more than OpenAI's last forecast, which was made during the summer.

OpenAI, of course, may have hiked expectations since then, but still very notable that Anthropic believes they could overtake OpenAI within three years.

The other big number from the financial update was Anthropic's increasing training costs.

They expect to spend $12 billion on training this year, which is a 50% increase from summer projections.

Their forecasts also project training costs to exceed $100 billion by 2029.

These increased costs push back Anthropic's timeline for profitability by a year, with the company now expecting to flip cash flow positive by 2028.

Now, one of the things that Dario and Anthropic have of course been weighing in a lot about is chip exports to China, with Anthropic being firmly in the camp that we should not be exporting chips to China.

An update on that front as Beijing has approved the first batch of Nvidia chip imports.

Reuters reports that Chinese officials have improved the import of several hundred thousand H200s, allowing access to the advanced chips for the first time.

Sources said the first batch of approvals were primarily allocated to three unnamed tech giants.

The Wall Street Journal later named Alibaba and ByteDance as two of the three receiving approval.

Other enterprises are still in the queue awaiting a subsequent round of approvals, presumably including high-flying startups like DeepSeek who may have to wait in line to set up their H200s.

Reports stated that Chinese AI firms will be required to support local chipmakers as well, using their chips for some training tasks and most AI inference.