Anthropic’s Revenue Run Rate Just Hit $65 Billion. SpaceX and Amazon May Be the Biggest Winners.

Anthropic's annualized revenue run rate reached $65 billion in July 2026, up 600% year-over-year, making Amazon and SpaceX major beneficiaries. Amazon has invested $13 billion with a $100 billion cloud services commitment, while SpaceX receives approximately $1.25 billion monthly for compute capacity through 2029. However, concerns about Anthropic's profitability and model-building costs could pose long-term risks to both partners.