In May 2026, the AI industry ushered in a landmark turning point: the AI industry was founded only five years ago.Anthropicformal transcendenceOpenAI, becoming the world’s most valuable AI company with a valuation of more than $900 billion.
US$900 billion: The myth of valuation doubling in three months
Anthropic is completing a new round, according to CNBC and Bloomberg$30 billionFinancing, valuation breakthrough$900 billion, surpassing OpenAI ($852 billion) for the first time.
What drives this surge is real performance.$10.9 billion in revenue, a year-on-year increase of 130%, and achieved for the first timequarterly operating profit.Claude Code(AI programming assistant) The annualized revenue of a single product has exceeded US$2.5 billion.
For the industry, this marks that AI investment has officially entered the "performance verification stage" from the "belief stage" - investors not only look at how strong your model is, but also whether you have a sustainable business model.
US$200 billion cloud contract: computing power is the real moat
What’s even more amazing is the computing power layout.Google Cloudsigned for five years$200 billionThis cooperation agreement accounts for more than 40% of the total backlog of Google Cloud business and is the largest infrastructure order in the history of the AI industry.
Anthropic’s computing power landscape can be called an “all-star lineup”:
- Google TPU: $200 billion over five years, 5 GW of server capacity
- AWS Trainium: $100 billion over ten years, another 5 GW of capacity
- SpaceX GPU: US$1.25 billion per month, totaling US$45 billion over five years
- Microsoft Maia 200: Under negotiation, is expected to become the fifth chip partner
- NVIDIA GPU：Basic of traditional computing power
This multi-vendor strategy of “not putting eggs in one basket” gives Anthropic flexibility in terms of computing power that is difficult for competitors to copy.Computing power diversification itself is a moat.
Karpathy joining: A watershed moment in the war for talent
If capital and computing power are hard power, talent is the most precious soft power of AI companies.Andrej KarpathyAnnounced joining Anthropic to be responsible for rebuilding the pre-training research team.
Karpathy is the co-founder of OpenAI, former head of Tesla Autopilot, and the world's most popular AI educator.
What is even more intriguing is that Pope Leo XIV chose to jointly publish the first AI-themed papal encyclical in human history with Anthropic.Magnifica Humanitas》, positioning Anthropic as the most trusted partner in the field of AI security.
Summary: AI enters the "Two Heroes Era", and users are the biggest winners
The AI competitive landscape in 2026 is already clear:Anthropic and OpenAIA bipolar pattern has formed, with the two companies accounting for more than half of the US$2 trillion backlog of orders from major global cloud vendors.
But for ordinary users and developers, competition between the two companies means better products, lower prices and faster innovation.Claude Code has become the standard for developers, and OpenAI will also launch an IPO later this year - this battle for supremacy is far from over, andUsers are the ultimate beneficiaries.
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