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Anthropic faces AI spending backlash before IPO

4 items2 sourcesupdated 12d agotrend 0

Anthropic is preparing for an IPO while facing industry skepticism about AI spending returns and profitability. The company reported annualized revenue of $47 billion in May 2026, up from $9 billion at end of 2025, but major customers like Uber are capping AI tool usage to control costs.

  • Anthropic annualized revenue reached $47 billion in May 2026, up from ~$9 billion at end of 2025
  • Uber capping usage of AI tools including Claude Code to reduce spending
  • CEO Daniela Amodei addressing investor concerns about AI returns ahead of IPO
  • Industry facing broader questions about AI spending sustainability and ROI