Business1 hOctober 1, 2026, 13:30

SemiAnalysis: ~90% of Anthropic's business comes from agentic AI

SemiAnalysis estimates that roughly 90% of Anthropic's business comes from agentic AI. Sources tell the Financial Times that nearly 25% of the company's 2025 revenue came from just two clients, prompting a rethink of how AI tools are priced.

Techmeme

Open source

SemiAnalysis: ~90% of Anthropic's business is agentic AI
Two clients drove nearly 25% of 2025 revenue
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