Anthropic records first quarter beneficiary

Driven by a surge in sales, Anthropic achieved a positive operating result in the second quarter of 2026, the first for an AI laboratory of this size.

Anthropic reported revenue of $11.5 billion in the second quarter of 2026, with a positive adjusted operating profit — a first for the company, which initially forecast not to be profitable until 2028. In the first half of the year, cumulative sales reached $16.2 billion.

This performance belies the recurring skepticism surrounding the ability of cutting-edge AI laboratories to become profitable in the face of exploding computing costs. The company is now targeting a first quarter of $1 billion in operating income as early as the third quarter of 2026, while still carrying a cumulative deficit estimated at between $10 billion and $15 billion since its creation in 2021.