Anthropicが3800億ドルの評価額でGシリーズ資金調達300億ドルを実施
AI企業AnthropicがGシリーズで300億ドルを調達し、調達後の企業価値は3800億ドルに達した。
キーポイント
Anthropicが300億ドル(約4.3兆円)の資金調達を完了し、評価額は3,800億ドル(約54兆円)に達した
年間収益は140億ドル(約2兆円)の規模に急成長し、Fortune10企業のうち8社が顧客となっている
主力製品「Claude Code」の収益は250億ドル以上に達し、世界のGitHubコミットの4%を生成するまでに普及
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影響分析
この調達はAI業界史上最大規模の一つであり、AnthropicがOpenAIに匹敵する巨大プレイヤーとして確立したことを示す。評価額3,800億ドルは既存テック企業に迫る水準で、生成AI市場の成熟と企業向けAIソリューションの主流化を象徴している。
編集コメント
評価額3,800億ドルはMetaやTeslaに匹敵する巨額評価額。AIスタートアップの成長スケールと収益化の速度が従来のテック企業を凌駕する新時代の到来を示唆。
Anthropicが300億ドルのシリーズG資金調達を実施、評価額は3.8兆円に
AI企業のAnthropicは、シンガポール政府系投資会社GICとヘッジファンドのCoatueが主導するシリーズGラウンドで、300億ドル(約4.5兆円)の資金調達を完了した。この調達により、同社の評価額は3800億ドル(約57兆円、ポストマネー)に達した。本ラウンドには、D. E. Shaw VenturesやFounders Fund、Sequoia Capital、General Catalystなど多数の著名投資機関が参加しており、以前発表されたマイクロソフトとNVIDIAの投資の一部も含まれている。
調達した資金は、先端研究、製品開発、インフラ拡張に充てられ、同社が「企業向けAIとコーディングの市場リーダー」としての地位を強化することを目指す。
Anthropicの急速な成長は、企業からの圧倒的な需要によって支えられている。同社のCFO、クリシュナ・ラオは、スタートアップから大企業まで、顧客が自社のAI「Claude」を業務に不可欠なものと見なしていると説明する。その証左として、年間収益(ランレート)は最初の収益化から3年足らずで140億ドル(約2.1兆円)に達し、過去3年間は毎年10倍以上の成長を続けている。特に、年間10万ドル以上を支出する顧客数は過去1年で7倍に増加し、年間100万ドル以上を支出する顧客は2年前の12社から500社以上へと急拡大した。フォーチュン10社のうち8社が既にClaudeを利用している。
成長の大きな原動力の一つが、2025年5月に一般公開されたAIコーディングツール「Claude Code」である。これは「エージェント的コーディングの新時代」を切り開く製品とされ、ソフトウェア開発の在り方を根本から変えつつある。Claude Codeのランレート収益は既に25億ドル(約3750億円)を超え、2026年初頭から2倍以上に成長。週間アクティブユーザー数も2026年1月1日以降、2倍に増加した。最近の分析では、全世界のGitHubにおける公開コミットの4%がClaude Codeによって作成されていると推定されており、その影響力の大きさが窺える。
今回の巨額調達は、生成AI、特に企業向け応用市場におけるAnthropicの圧倒的な勢いと、同分野への投資家の強い期待を象徴する出来事となった。
原文を表示
AnnouncementsAnthropic raises $30 billion in Series G funding at $380 billion post-money valuation
We have raised $30 billion in Series G funding led by GIC and Coatue, valuing Anthropic at $380 billion post-money. The round was co-led by D. E. Shaw Ventures, Dragoneer, Founders Fund, ICONIQ, and MGX. The investment will fuel the frontier research, product development, and infrastructure expansions that have made Anthropic the market leader in enterprise AI and coding.
Significant investors in this round include: Accel, Addition, Alpha Wave Global, Altimeter, AMP PBC, Appaloosa LP, Baillie Gifford, Bessemer Venture Partners, affiliated funds of BlackRock, Blackstone, D1 Capital Partners, Fidelity Management & Research Company, General Catalyst, Greenoaks, Growth Equity at Goldman Sachs Alternatives, Insight Partners, Jane Street, JPMorganChase through its Security and Resiliency Initiative and Growth Equity Partners, Lightspeed Venture Partners, Menlo Ventures, Morgan Stanley Investment Management, NX1 Capital, Qatar Investment Authority (QIA), Sands Capital, Sequoia Capital, Temasek, TowerBrook, TPG, Whale Rock Capital, and XN. This round also includes a portion of the previously announced investments from Microsoft and NVIDIA.
“Whether it is entrepreneurs, startups, or the world’s largest enterprises, the message from our customers is the same: Claude is increasingly becoming critical to how businesses work,” said Krishna Rao, Anthropic’s Chief Financial Officer. “This fundraising reflects the incredible demand we are seeing from these customers, and we will use this investment to continue building the enterprise-grade products and models they have come to depend on.”
It has been less than three years since Anthropic earned its first dollar in revenue. Today, our run-rate revenue is $14 billion, with this figure growing over 10x annually in each of those past three years.
This growth has been driven by our position as the intelligence platform of choice for enterprises and developers. The number of customers spending over $100,000 annually on Claude (as represented by run-rate revenue) has grown 7x in the past year. And businesses that start with Claude for a single use case—API, Claude Code, or Claude for Work—are expanding their integrations across their organizations. Two years ago, a dozen customers spent over $1 million with us on an annualized basis. Today that number exceeds 500. Eight of the Fortune 10 are now Claude customers.
Claude Code represents a new era of agentic coding, fundamentally changing how teams build software. Claude Code was made available to the general public in May 2025. Today, Claude Code’s run-rate revenue has grown to over $2.5 billion; this figure has more than doubled since the beginning of 2026. The number of weekly active Claude Code users has also doubled since January 1. A recent analysis estimated that 4% of all GitHub public commits worldwide were being authored by Claude Code—double the percentage from just one month prior.
Business subscriptions to Claude Code have quadrupled since the start of 2026, and enterprise use has grown to represent over half of all Claude Code revenue. The same capabilities that make Claude exceptional for coding are also unlocking other new categories of work: financial and data analysis, sales, cybersecurity, scientific discovery, and beyond.
In January alone, we launched more than thirty products and features, including Cowork, which brings Claude Code’s powerful engineering capabilities to a broader scope of knowledge work tasks. Cowork includes eleven open-source plugins that let customers turn Claude into a specialist for specific roles or teams, like sales, legal, or finance. We also expanded our reach into healthcare and life sciences, with Claude for Enterprise now available to organizations operating under HIPAA.
“Since our initial investment in 2025, Anthropic’s focus on agentic coding and enterprise-grade AI systems has accelerated its progress toward large-scale adoption,” said Philippe Laffont, Founder & Portfolio Manager of Coatue. “The team’s ability to rapidly scale its offerings further positions Anthropic as a leader in a highly competitive AI market.”
Claude’s frontier-setting intelligence continues to advance. Our newest model—Opus 4.6, launched last week—can power agents that manage entire categories of real-world work, generating documents, spreadsheets, and presentations with professional polish. And Opus 4.6 is the world’s leading model on GDPval-AA, which measures performance on economically valuable knowledge work tasks in finance, legal, and other domains.
“Anthropic is the clear category leader in enterprise AI, demonstrating breakthrough capabilities and setting a new standard for safety, performance, and scale that will drive their long-term success,” said Choo Yong Cheen, Chief Investment Officer, Private Equity, GIC.
The Series G will also power our infrastructure expansion as we make Claude a
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