Anthropic CEO: First-quarter revenue and usage surged 80 times, exceeding company expectations

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On May 7, it was reported that Anthropic CEO Dario Amodei stated at the Code With Claude developer conference in San Francisco on Wednesday that the company’s first-quarter revenue and customer AI usage increased by 80 times, which was unexpected. He said the company originally planned for a 10-fold annual growth, but the actual growth far exceeded expectations, leading to a shortage of computing power supply.
Anthropic’s annualized revenue grew from nearly $1 billion at the end of 2024 to $9 billion by the end of the year, and by early April this year, it had surged to $30 billion. The strong demand for Claude Code and work agents nearly fulfilled the entire year’s forecast last month. To ease the pressure on computing power, Anthropic signed a total of 10 gigawatts of supply agreements with Amazon and Google over the past month, and announced on Thursday that it will use all the computing power of its first data center, Colossus 1, located in Memphis, within the next month. Amodei said the company will continue to acquire more computing power as much as possible.

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