SemiAnalysis: ~90% of Anthropic's business is agentic AI; two clients bring ~25% of 2025 revenue
#anthropic#agentic-ai#revenue-concentration#pricing
According to SemiAnalysis estimates cited by the Financial Times, roughly 90% of Anthropic's business now comes from agentic AI, and sources indicate that nearly 25% of its 2025 revenue came from just two clients. The concentration highlights how powerful AI tools are burning through budgets, prompting a rethink of pricing ahead of frontier lab IPOs.
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Financial Times : SemiAnalysis estimates ~90% of Anthropic's business comes from agentic AI, while sources say nearly 25% of its revenue in 2025 came from just two clients — Powerful AI tools burn through budgets, prompting a rethink of how the technology is priced ahead of frontier lab IPOs.
