On Feb. 12, 2026, Anthropic announced it had closed a $30 billion Series G financing round that values the company at $380 billion post‑money. The round was led by GIC and Coatue and co‑led by D. E. Shaw Ventures, Dragoneer, Founders Fund, ICONIQ, and MGX.
Investors and prior commitments
Significant participants in the round included Accel, Addition, Alpha Wave Global, Altimeter, AMP PBC, Appaloosa LP, Baillie Gifford, Bessemer Venture Partners, affiliated funds of BlackRock and Blackstone, D1 Capital Partners, Fidelity Management & Research Company, General Catalyst, Greenoaks, Growth Equity at Goldman Sachs Alternatives, Insight Partners, Jane Street, JPMorganChase (through its Security and Resiliency Initiative and Growth Equity Partners), Lightspeed Venture Partners, Menlo Ventures, Morgan Stanley Investment Management, NX1 Capital, Qatar Investment Authority (QIA), Sands Capital, Sequoia Capital, Temasek, TowerBrook, TPG, Whale Rock Capital, and XN. The round also includes a portion of the previously announced investments from Microsoft and NVIDIA.
Purpose of the funding
Anthropic says the $30 billion will fund frontier research, product development, and infrastructure expansion that underpin its position in enterprise AI and coding. Krishna Rao, Anthropic’s Chief Financial Officer, is quoted saying: “Whether it is entrepreneurs, startups, or the world’s largest enterprises, the message from our customers is the same: Claude is increasingly becoming critical to how businesses work.” The company says the funds will be used to continue building the enterprise‑grade products and models relied on by customers.
Financial metrics and growth
According to Anthropic, fewer than three years have passed since the company recorded its first dollar of revenue. The firm reports a current run‑rate revenue of $14 billion, with that figure having grown more than tenfold annually in each of the past three years. The number of customers spending over $100,000 per year on Claude (as represented by run‑rate revenue) has increased sevenfold in the last year.
The company notes that customers who begin with a single use case—API, Claude Code, or Claude for Work—are expanding Claude’s integration across their organizations. Two years ago roughly a dozen customers spent over $1 million annually; today that number exceeds 500. Eight of the Fortune 10 are now Claude customers.
Claude Code and product adoption
Anthropic describes Claude Code as ushering in a new era of agentic coding. Claude Code became generally available in May 2025. The company reports that Claude Code’s run‑rate revenue now exceeds $2.5 billion, and that figure has more than doubled since the start of 2026. Weekly active users of Claude Code have also doubled since Jan. 1, 2026. Anthropic cites a recent analysis estimating that around 4% of all public GitHub commits worldwide were being authored by Claude Code, double the share from one month earlier.
Business subscriptions to Claude Code have quadrupled since the beginning of 2026, and enterprise use now accounts for over half of Claude Code revenue. Anthropic says the same capabilities that make Claude useful for coding are also enabling new categories of work such as financial and data analysis, sales, cybersecurity, and scientific discovery.
Product launches and regulated sectors
In January, Anthropic launched more than thirty products and features, including Cowork, which brings Claude Code’s engineering capabilities to a broader set of knowledge‑work tasks. Cowork includes eleven open‑source plugins that let customers tailor Claude to specialist roles or teams like sales, legal, or finance. Anthropic also expanded into healthcare and life sciences: Claude for Enterprise is now available to organizations operating under HIPAA.
Models and infrastructure
Anthropic’s newest model, Opus 4.6, which the company says launched the week before the Feb. 12, 2026 announcement, can power agents that manage entire categories of real‑world work, producing documents, spreadsheets, and presentations with professional quality. Anthropic reports that Opus 4.6 ranks first on GDPval‑AA, a benchmark that measures performance on economically valuable knowledge‑work tasks in domains such as finance and law.
The Series G will also support infrastructure expansion to make Claude available across the world’s largest cloud providers. Anthropic notes that Claude is available on Amazon Web Services (Bedrock), Google Cloud (Vertex AI), and Microsoft Azure (Foundry), and that it trains and runs Claude on a diversified set of AI hardware—AWS Trainium, Google TPUs, and NVIDIA GPUs—so workloads can be matched to the chips best suited for them. The company says this multi‑platform approach yields better performance and greater resilience for enterprise customers.
Investor perspectives and next steps
Philippe Laffont, Founder & Portfolio Manager of Coatue, is quoted saying that since their initial 2025 investment Anthropic’s emphasis on agentic coding and enterprise‑grade AI systems has accelerated progress toward large‑scale adoption. Choo Yong Cheen, Chief Investment Officer, Private Equity, GIC, is quoted calling Anthropic the clear category leader in enterprise AI, with breakthrough capabilities that set a new standard for safety, performance, and scale.
Anthropic says the new capital will primarily be used for further research, product development, and global infrastructure expansion so Claude is available wherever its customers operate. The company frames current demand from enterprises and developers as a reflection of trust in Claude for critical work and says it will continue building models, products, and partnerships to lead AI’s scaled implementation.
