Anthropic raises $30B at $380B valuation — accelerates AI race and enterprise push
Anthropic closed a $30 billion Series G at a $380 billion post-money valuation, more than doubling its value since its Series F five months earlier. The round was led by Singapore’s GIC and Coatue, with participation from D.E. Shaw Ventures, Dragoneer, Founders Fund, ICONIQ, MGX and sovereign investors. Anthropic reported $14 billion in annualized revenue and sustained triple-digit year-over-year growth for three years; its coding assistant Claude generates roughly $2.5 billion annually and has doubled revenue since early 2026. The company says it will deploy proceeds to scale Claude models and infrastructure, expand enterprise and government products, grow research headcount, and pursue strategic acquisitions. Anthropic highlights safety and enterprise-focused releases (Claude Opus 4.6 targeting finance and legal). The raise re-intensifies competition with OpenAI and Google DeepMind, validates a capital-intensive moat strategy (heavy compute, talent, and large enterprise/cloud deals), and likely drives larger cloud/compute contracts and faster model development. For crypto traders: expect the funding to strengthen narratives around AI infrastructure tokens and cloud/compute-related projects, potentially increasing demand for services that support large-scale model training and enterprise AI deployment; short-term market moves may be driven by risk-on flows into AI- and infra-linked tokens, while long-term effects could include consolidation among compute providers and higher enterprise adoption that benefits related token ecosystems. Primary keywords: Anthropic, Series G, $30B funding, Claude, enterprise AI, AI funding race.
Bullish
The $30B Series G and $380B valuation materially strengthen Anthropic’s ability to compete on compute, talent and enterprise contracts — factors that directly support demand for cloud and AI-infrastructure services. For crypto markets, the most direct linkage is to tokens and projects tied to AI compute, decentralized compute markets, and cloud-native infrastructures. In the short term, the deal is likely to produce bullish flows into AI- and infra-linked crypto assets as traders rotate into narratives that benefit from larger model training and enterprise deployments. It may also lift investor risk appetite more broadly, supporting correlated token rallies. In the medium-to-long term, greater enterprise adoption and larger cloud deals should increase real demand for compute services and related tokenized platforms (oracles, data marketplaces, decentralized compute), favoring consolidation winners and infrastructure projects that secure enterprise contracts. Risks that temper the bullish view: macro shocks, regulatory constraints on AI or cloud services, and concentration of demand with a few hyperscalers could limit upside for some tokens. Overall, net impact on related crypto assets is expected to be bullish due to stronger demand narratives and increased capital flows into AI infrastructure.