Anthropic plans to release the numbers to a group of institutional investors, according to two people familiar with the matter who asked not to be named because the details were confidential. Bloomberg first reported that the meeting was happening. CNBC reported that Anthropic declined to comment.
The meeting comes as revenue figures from the private AI giants have proven to have an outsized impact on broader markets. Last week, confusion around a report detailing OpenAI's revenue and updated accounting dragged down major semiconductor stocks and the broader Nasdaq.
OpenAI shared an updated revenue number of US$50 billion with current investors as part of an ongoing fundraise, lower than the US$70 billion that had been widely reported. The updated number stripped out revenue from cloud partners, and was not an indication of changing demand, according to a person familiar with the matter.
It is unclear whether Anthropic will account for sales in the same manner and include partner revenue. The numbers will give investors a more accurate snapshot of Anthropic's growth and profitability as they look to value the company ahead of an IPO, and will help Anthropic senior executives and bankers gauge investor interest and weigh the reaction to the updated financials.