Anthropic이 965억 달러 기업 평가로 자금을 조달했으며, OpenAI의 이전 최고 평가를 넘어 AI 모델 개발에서의 자본 집중을 심화시키고 있습니다.

Anthropic closed a $65 billion Series H funding round at a $965 billion post-money valuation, moving past OpenAI's earlier private-market benchmark of $730 billion. The round was led by Altimeter Capital, Dragoneer, Greenoaks, and Sequoia Capital.

The valuation reflects a notable shift in how investors evaluate frontier AI companies. Beyond model quality, capital access, enterprise distribution, and the ability to secure sufficient computing power have become central to competitive positioning. According to Chief Financial Officer Krishna Rao, Anthropic's revenue run rate has crossed $47 billion, suggesting that Claude has moved beyond pilot programs and testing into widespread workplace deployment.

Rao noted that the new capital would enable Anthropic to meet heavy demand, remain near the research frontier, and expand Claude's reach across enterprises—pointing to three primary priorities: compute capacity, model development, and enterprise deployment.

The round drew substantial backing from cloud and infrastructure providers, with approximately $15 billion coming from hyperscalers. Amazon contributed $5 billion and has increasingly integrated Claude into AWS offerings. Micron Technology also participated, linking Anthropic's funding directly to the memory and chip supply chain underlying AI infrastructure.

This capital structure reflects the evolving nature of the AI race. Cloud providers require major AI workloads to justify infrastructure investments, while enterprise customers demand platforms that can scale from demonstration to operational use. For OpenAI, Anthropic's new valuation—combined with its enterprise narrative and infrastructure support—raises the competitive bar. The private-market confidence shift underscores how quickly leadership can change when enterprise demand and infrastructure backing align.