Amazon and Alphabet Could Benefit From Anthropic's AI Surge as Valuation Doubles to $150 Billion

Sunday, Jul 27, 2025 10:41 am ET2min read

Anthropic, a AI start-up backed by Amazon and Alphabet, is in talks to raise $3-$5 billion, potentially valuing the company over $150 billion. This comes as the AI market is growing quickly, with Anthropic's annualized recurring revenue increasing from $1 billion to over $4 billion. Investors are closely watching the private AI space, but the real implications may lie with public companies like Amazon and Alphabet that stand to benefit from the growth of AI.

Anthropic, an AI startup backed by Amazon and Alphabet, is in advanced talks to secure a $3-$5 billion funding round, which could push its valuation over $150 billion [1]. This ambitious funding round comes as the AI market continues to grow rapidly, with Anthropic's annualized recurring revenue increasing from $1 billion to over $4 billion in the first half of 2025 [1].

The talks are part of a broader industry trend where US AI companies are increasingly turning to Middle Eastern sovereign wealth funds to meet escalating capital requirements. Anthropic is reportedly in advanced negotiations with investors in the Middle East, including Abu Dhabi’s MGM fund, which could provide up to $5 billion in new funding [3]. CEO Dario Amodei has acknowledged that access to Gulf capital is crucial for competing at the frontier of AI, despite previous ethical concerns about accepting such investments [3].

Anthropic's rapid growth and the potential influx of Middle Eastern capital underscore the accelerating momentum in AI investments. The company's latest product, Claude for Financial Services, aims to provide generative AI solutions tailored to analysts, portfolio managers, and underwriters at large financial institutions [1]. This move highlights Anthropic's growing influence in the AI sector and its potential to disrupt traditional financial services.

The funding round also signals strong investor confidence in AI's transformative potential. The new capital will enhance Anthropic's research capabilities and market position, potentially influencing AI-driven technologies and applications across various industries.

Meanwhile, FTX's early investment in Anthropic, which could have grown to $12 billion, highlights the significant missed gains amid the crypto exchange's bankruptcy [2]. FTX's creditor repayment efforts continue, with nearly $5 billion distributed as of May 30, but claimants from 49 restricted jurisdictions remain excluded, raising questions about equitable treatment and regulatory challenges [2].

The ongoing repayment efforts reflect the complex aftermath of FTX's bankruptcy, affecting thousands of creditors worldwide. The exclusion of certain jurisdictions underscores the complexities of crypto market recoveries and the need for equitable treatment in international bankruptcy cases.

In conclusion, Anthropic's ambitious funding round at a $150 billion valuation highlights the accelerating momentum in AI investments. Meanwhile, FTX's bankruptcy continues to shape creditor outcomes, underscoring the complexities of crypto market recoveries. The development also serves as a benchmark for valuation trends in emerging tech sectors.

References:
[1] https://www.pymnts.com/news/investment-tracker/2025/anthropic-seeks-150-billion-valuation-in-new-funding-round/
[2] https://en.coinotag.com/anthropic-eyes-up-to-150-billion-valuation-amid-ftxs-missed-investment-gains/
[3] https://mlq.ai/news/anthropic-in-talks-with-middle-east-investors-to-double-valuation-over-150-billion/

Amazon and Alphabet Could Benefit From Anthropic's AI Surge as Valuation Doubles to $150 Billion

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