{"id":188,"date":"2026-05-29T08:03:14","date_gmt":"2026-05-29T00:03:14","guid":{"rendered":"https:\/\/aidashxp.com\/anthropic-900b-surpasses-openai-2026\/"},"modified":"2026-05-29T08:03:14","modified_gmt":"2026-05-29T00:03:14","slug":"anthropic-900b-surpasses-openai-2026","status":"publish","type":"post","link":"https:\/\/aidashxp.com\/en\/anthropic-900b-surpasses-openai-2026\/","title":{"rendered":"Anthropic\u2019s valuation exceeds US$900 billion: surpassing OpenAI, joining Karpathy, reshaping the AI \u200b\u200blandscape"},"content":{"rendered":"<p class=\"wp-block-paragraph\">In May 2026, the AI \u200b\u200bindustry ushered in a landmark turning point: the AI \u200b\u200bindustry was founded only five years ago.<strong>Anthropic<\/strong>formal transcendence<strong>OpenAI<\/strong>, becoming the world\u2019s most valuable AI company with a valuation of more than $900 billion.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">US$900 billion: The myth of valuation doubling in three months<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Anthropic is completing a new round, according to CNBC and Bloomberg<strong>$30 billion<\/strong>Financing, valuation breakthrough<strong>$900 billion<\/strong>, surpassing OpenAI ($852 billion) for the first time.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">What drives this surge is real performance.<strong>$10.9 billion in revenue<\/strong>, a year-on-year increase of 130%, and achieved for the first time<strong>quarterly operating profit<\/strong>.<strong><a href=\"https:\/\/claude.ai\" target=\"_blank\" rel=\"nofollow noopener\">Claude<\/a> Code<\/strong>(AI programming assistant) The annualized revenue of a single product has exceeded US$2.5 billion.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">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.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">US$200 billion cloud contract: computing power is the real moat<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">What\u2019s even more amazing is the computing power layout.<strong>Google Cloud<\/strong>signed for five years<strong>$200 billion<\/strong>This 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 \u200b\u200bindustry.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Anthropic\u2019s computing power landscape can be called an \u201call-star lineup\u201d:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Google TPU<\/strong>: $200 billion over five years, 5 GW of server capacity<\/li>\n<li><strong>AWS Trainium<\/strong>: $100 billion over ten years, another 5 GW of capacity<\/li>\n<li><strong>SpaceX GPU<\/strong>: US$1.25 billion per month, totaling US$45 billion over five years<\/li>\n<li><strong>Microsoft Maia 200<\/strong>: Under negotiation, is expected to become the fifth chip partner<\/li>\n<li><strong>NVIDIA GPU<\/strong>\uff1aBasic of traditional computing power<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">This multi-vendor strategy of \u201cnot putting eggs in one basket\u201d gives Anthropic flexibility in terms of computing power that is difficult for competitors to copy.<strong>Computing power diversification itself is a moat<\/strong>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Karpathy joining: A watershed moment in the war for talent<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">If capital and computing power are hard power, talent is the most precious soft power of AI companies.<strong>Andrej Karpathy<\/strong>Announced joining Anthropic to be responsible for rebuilding the pre-training research team.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Karpathy is the co-founder of OpenAI, former head of Tesla Autopilot, and the world's most popular AI educator.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">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.<strong>Magnifica Humanitas<\/strong>\u300b, positioning Anthropic as the most trusted partner in the field of AI security.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Summary: AI enters the \"Two Heroes Era\", and users are the biggest winners<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">The AI \u200b\u200bcompetitive landscape in 2026 is already clear:<strong>Anthropic and OpenAI<\/strong>A 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.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">But for ordinary users and developers, competition between the two companies means better products, lower prices and faster innovation.<a href=\"https:\/\/claude.ai\" target=\"_blank\" rel=\"nofollow noopener\">Claude<\/a> 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, and<strong>Users are the ultimate beneficiaries<\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/aidashxp.com\/en\/\">AI Dash<\/a> \u2014 Discover the most useful AI tools and track the latest industry trends.<\/p>","protected":false},"excerpt":{"rendered":"<p>2026\u5e745\u6708\uff0cAI\u884c\u4e1a\u8fce\u6765\u4e86\u4e00\u4e2a\u6807\u5fd7\u6027 [&hellip;]<\/p>\n","protected":false},"author":0,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[1],"tags":[],"class_list":["post-188","post","type-post","status-publish","format-standard","hentry","category-uncategorized"],"_links":{"self":[{"href":"https:\/\/aidashxp.com\/en\/wp-json\/wp\/v2\/posts\/188","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/aidashxp.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/aidashxp.com\/en\/wp-json\/wp\/v2\/types\/post"}],"replies":[{"embeddable":true,"href":"https:\/\/aidashxp.com\/en\/wp-json\/wp\/v2\/comments?post=188"}],"version-history":[{"count":0,"href":"https:\/\/aidashxp.com\/en\/wp-json\/wp\/v2\/posts\/188\/revisions"}],"wp:attachment":[{"href":"https:\/\/aidashxp.com\/en\/wp-json\/wp\/v2\/media?parent=188"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/aidashxp.com\/en\/wp-json\/wp\/v2\/categories?post=188"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/aidashxp.com\/en\/wp-json\/wp\/v2\/tags?post=188"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}