Goldman Sachs sees Anthropic topping $600 billion in revenue by 2030
As seen on the 24/7 Wall St. homepage on November 10, 2026.
A $600 billion revenue base by 2030 for a single private AI lab is the kind of assumption underwriting every compute, data center and power trade in the market right now.
*GOLDMAN EXPECTS ANTHROPIC REVENUE TO EXCEED $600B BY 2030: FT
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Goldman Sachs expects Anthropic to generate more than $600 billion in annual revenue by 2030, according to the Financial Times. That figure applies to a single private AI lab that, by most public estimates, is still in the relatively early stages of commercializing its Claude model family.
A forecast at that scale quietly underwrites a broad set of market trades: data center capacity buildouts, power infrastructure investment, chip demand projections and the valuations assigned to AI-adjacent suppliers.
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Whether or not Anthropic hits that number, the Goldman forecast shapes how institutional capital sizes those adjacent positions right now. When a bank of Goldman's standing publishes a revenue trajectory this large, it sets the ceiling other analysts feel pressure to argue against or toward.
The report was attributed to the Financial Times, and the forecast originated with Goldman Sachs. Neither the underlying methodology nor any intermediate revenue milestones were included in the available details, so the $600 billion figure should be read as a headline estimate rather than a granular model output.