AI Labs
Anthropic
The AI lab behind Claude, which surpassed OpenAI in June 2026 to become the most valuable private AI company at roughly $900-965 billion, with its infrastructure and growth backed by direct investment from Amazon, Google and Microsoft across all three major cloud platforms.
Leading Indicators
Hiring and patent filing trends — the underlying numbers Momentum is computed from. Insider filing activity is tracked separately under Sources below.
Hiring signal
+6 since last check
Job board · as of Jul 27, 2026
Additional Intelligence Signals
Patent citation lineage, earnings-call mentions, and federal contract disclosures — automatically collected, not yet visible anywhere else on the site.
Earnings-call mentions
Mentioned by Intapp
“We announced plans to work with Anthropic, enabling Intapp to build industry-specific agents powered by Claude.”
SEC 8-K exhibit (0001565687-26-000036) · May 5, 2026
Mentioned by GitLab
“Deepened integration with Anthropic s Claude models, giving GitLab customers access to the latest Claude capabilities within the same governance, compliance, and audit framework that governs every other action in GitLab.”
SEC 8-K exhibit (0001628280-26-039805) · Jun 2, 2026
Mentioned by DocuSign
“Through our open platform and Model Context Protocol (MCP) server, Docusign connects with leading frontier models like Anthropic Claude, Gemini, and OpenAI ChatGPT so teams can create, review, and manage agreements using natural language within the tools they already use.”
SEC 8-K exhibit (0001261333-26-000072) · Jun 4, 2026
Mentioned by Fortinet
“Fortinet is collaborating closely with multiple leading AI companies, including Anthropic as part of Project Glasswing, OpenAI and others.”
SEC 8-K exhibit (0001262039-26-000010) · May 6, 2026
Mentioned by CrowdStrike
“Announced the launch and expansion of Project QuiltWorks, an industry-first cybersecurity coalition featuring OpenAI and Anthropic to remediate frontier AI risk via the Falcon platform.”
SEC 8-K exhibit (0001535527-26-000022) · Jun 3, 2026
Federal contract disclosures
Department of State — $18,960: CLAUDE AI
USAspending.gov · Feb 11, 2026
Sources
Every claim traced to a primary source — evidence, recent activity, and insider filing behavior, all in one place.
Evidence
3 sources · 70% avg. source confidence
- Forbes — Anthropic surpasses OpenAI as most valuable private AI company at up to $965 billion78% source confidence
- Sacra — Claude is available across AWS Bedrock, Google Cloud Vertex AI and Microsoft Azure75% source confidence
- Releasebot — Claude Sonnet 5 launches, becomes default model for Free/Pro users58% source confidence
Dependency Map
What Anthropic depends on below, and who depends on Anthropic above — click any node to make it the new center, 2 levels deep.
Connection type
Click any node to make it the new center. Scroll to zoom, drag to pan.
The Story So Far (last 6 months)
Auto-generated from this entity's dated milestones, relationship updates, and sourced evidence — not AI-written, just sorted.
Emerging Signals
Anthropic's Valuation Grew 15x in 14 Months, Overtaking OpenAI
HighAnthropic's valuation rose from $61.5 billion in March 2025 to roughly $900-965 billion by June 2026, a nearly 15-fold increase in just 14 months that pushed it past OpenAI's reported $852 billion valuation — an unusually rapid re-rating even by frontier AI lab standards, and one OpenAI has publicly disputed on accounting grounds.
Market Intelligence
UnverifiedCredibly-reported claims — analyst notes, sourcing citing “people familiar with the matter,” deals where the companies involved declined to comment — that haven't been officially confirmed. Kept structurally separate from the sourced evidence above; treat as a lead worth researching further, not an established fact.
Reportedly in early talks with Meta to acquire compute capacity
38% confidenceAnthropic is reportedly in early talks with Meta to acquire additional compute capacity, a notable pairing given Meta's own heavy AI infrastructure buildout and its history of competing directly with frontier labs rather than supplying them.
Reported by CNBC as early-stage discussions; neither company has confirmed a deal or its terms.
CNBC · Jul 17, 2026
Anthropic's Timeline
A sourced, dated history of Anthropic's key moments — founding to present.
Mar 2026 · Launches Claude Computer Use agent in research preview
Anthropic launched Claude Computer Use in research preview, giving Claude the ability to see, navigate and control a user's desktop -- clicking buttons, opening applications, filling spreadsheets and completing multi-step workflows using screenshots as its eyes; the system supports scheduled cron-style tasks, background agents with worktree isolation, voice mode in 20 languages, and remote control via phone or web, available to Pro and Max subscribers through Claude Cowork and Claude Code.
Jun 2026 · Surpasses OpenAI in private valuation
Anthropic surpassed OpenAI in June 2026 to become the most valuable private AI company, at roughly $900-965 billion, backed by direct investment from Amazon, Google and Microsoft.
Jul 2026 · Claude Sonnet 5 becomes default model for Free/Pro users
Anthropic launched Claude Sonnet 5 on June 30, 2026 and made it the default model for all Free and Pro Claude users starting July 1, positioning it as the most agentic Sonnet model built to date with performance close to flagship Opus 4.8 at introductory pricing through August 31; the company also added self-serve HIPAA configuration for Enterprise/API customers and redesigned Claude's memory to use categorized, continuously updated entries.
How These Connections Evolved
How a relationship changed over time, not just its current state — sourced, dated, and traceable.
Anthropic ↔ Large Language Models
Jan 2026
Anthropic's Claude Opus and Sonnet models competed at the frontier of the 2026 LLM landscape alongside OpenAI's GPT-5 family and Google's Gemini 3 Pro, emphasizing safety and coding performance.
Now
Anthropic develops the Claude family of large language models, competing at the frontier on reasoning, coding, and safety.
Anthropic ↔ NVIDIA
2025-Q4
NVIDIA committed up to $10 billion to invest directly in Anthropic in late 2025, formalizing a hardware-and-capital relationship aimed at optimizing Claude for performance and cost.
Now
Anthropic depends on NVIDIA hardware to train and serve Claude models, formalized in late 2025 when NVIDIA committed up to $10 billion to invest directly in Anthropic and help optimize Claude for performance and cost.
Anthropic ↔ Amazon Web Services
Nov 2024
Anthropic named AWS its primary training partner as Amazon's cumulative investment reached $8 billion.
Apr 2026
Anthropic committed to spending over $100 billion on AWS technologies over the next 10 years, as part of an expanded infrastructure deal alongside up to $25 billion in additional Amazon investment.
Now
Anthropic depends on AWS infrastructure for compute, with Amazon having invested in Anthropic since 2023 and committed billions more toward continued compute capacity.
Anthropic ↔ Alphabet (Google)
Jan 2023
Google invested $2 billion in Anthropic, building its stake to roughly 10% and establishing Google Cloud as a primary infrastructure provider alongside AWS.
Apr 2026
Google committed $10 billion immediately with up to $30 billion more to follow (a possible $40 billion total), the largest disclosed single commitment in Anthropic's funding history.
Now
Anthropic depends on Google Cloud infrastructure, with Google having invested in Anthropic since 2022 and committing a further $2 billion in its 2026 funding round.