Anthropic's Revenue Passes $65 Billion Ahead of IPO as New Claude Watermark Is Broken

Anthropic's revenue milestone lands amid IPO positioning

Anthropic's annualized revenue has crossed $65 billion, a figure reported ahead of the company's planned initial public offering (ch.zonebourse.com). The disclosure surfaced the same day OpenAI said it is aiming for its own public market debut by 2027, while explicitly pushing back on the notion that it is engaged in an 'IPO race' with Anthropic (Stocktwits) — a denial that itself signals how closely the two companies' paths toward public markets are being watched and compared.

Not all commentary was favorable: a Motley Fool column argued that retail investors should be cautious about buying into either the Anthropic or OpenAI offering when they eventually list, a reminder that revenue scale alone does not settle questions of valuation or governance for AI companies heading toward public markets (fool.com). Separately, Bloomberg reported that AI chip startup Fractile is seeking a $6.5 billion valuation on the strength of a deal with Anthropic — an indication that the infrastructure side of Anthropic's growth is also being priced by investors, not only its subscription and API revenue.

Sources: Le chiffre d'affaires annualisé d'Anthropic dépasse les 65 milliards de dollars avant son introduction en bourse — ch.zonebourse.com · OpenAI Targets Public Market Debut By 2027 While Dismissing IPO Race Pressure With Anthropic — Stocktwits · Why I Wouldn't Bother With the Anthropic or OpenAI IPOs — fool.com · AI Chip Startup Fractile Seeks $6.5 Billion Value After Anthropic Deal — Bloomberg.com

A $1 billion copyright suit widens Anthropic's legal exposure

Round Hill Music has sued both Suno and Anthropic for $1 billion, alleging the two companies used copyrighted material without authorization to train their AI models (Yahoo Finance). Pairing a music-rights holder's claim against an AI music generator and a general-purpose model developer in a single action underscores that training-data litigation is not confined to one type of AI system: image, text, and music generators are all now facing comparable claims from rights holders. Coverage available Wednesday did not go beyond the fact of the filing and the damages sought.

Sources: Round Hill Music Sues Suno and Anthropic for $1 Billion Over AI Training Data — Yahoo Finance

A freshly launched Claude watermark was bypassed within hours

A watermarking feature tied to Claude was reportedly defeated just hours after it went live, according to The Tech Buzz. The report did not detail the exact mechanism that was bypassed or how Anthropic responded; watermarking is generally used to help trace AI-generated output back to its source, so a bypass reported this quickly would narrow the practical window during which such a safeguard functions as intended.

Sources: Claude's AI Watermarks Cracked Hours After Launch — The Tech Buzz