Artificial intelligence startup Anthropic has emerged at the center of global capital markets after receiving investment proposals valuing the company at up to $800 billion (approximately 1,180 trillion won). However, the company has reportedly maintained a cautious stance and has not accepted the offers to date.
According to Reuters, Bloomberg and other outlets on Thursday, Anthropic recently received new funding proposals from multiple investors including venture capital firms. The proposed valuation of up to $800 billion represents more than a twofold increase from February, when the company raised $30 billion at a valuation of approximately $350 billion.
The investment discussions are still at an early stage, and the deal may not materialize or terms could change, sources said. Anthropic has not issued an official comment on the funding proposals.
"Doubled in Months": AI Capital Flows Shift to Conviction
Anthropic's soaring valuation indicates that investor expectations for the AI industry are transitioning from a simple trend to structural conviction, analysts say. Multiple venture capital firms have reportedly submitted investment proposals in recent weeks, accelerating the concentration of capital into the AI sector.
Anthropic has been rapidly expanding its presence in the enterprise AI market through its chatbot Claude, offering services in coding, cybersecurity and data analysis. The company's establishment of a stable revenue base centered on large corporate clients has earned high marks from investors, solidifying its position as one of two leading players alongside rival OpenAI.
The rapid surge in Anthropic's valuation reflects not just expectations but demonstrated profitability and growth potential, according to analysts.
Revenue Surpasses $30 Billion, Fueling IPO Expectations
Anthropic's steep revenue growth trajectory is the key driver behind its rising valuation. The company recently announced that its annual recurring revenue (ARR) reached $30 billion, a significant increase from approximately $19 billion just months earlier. Looking at the broader picture, revenue has more than tripled from approximately $9 billion at the end of 2025 in less than a year.
As the enterprise customer base rapidly expands and revenue structure stabilizes, investors appear willing to offer higher valuations. If the current investment proposals materialize, Anthropic would achieve one of the highest valuations in AI startup history.
Markets are also watching the possibility that Anthropic may opt for an initial public offering rather than additional private funding. Bloomberg reported that Anthropic had considered listing as early as October, with industry observers noting it could become the largest AI company IPO in history. However, the company is maintaining a cautious stance on both investment proposals and a potential listing.
Mythos Emerges: Technological Innovation or Security Risk?
Anthropic is also drawing attention for its technological capabilities. The company's recently unveiled next-generation AI model Mythos is a massive model specialized in coding and agent tasks, characterized by its ability to autonomously perform complex operations.
The company introduced Mythos as its "most powerful model ever," emphasizing its advanced coding capabilities and autonomous execution functions. The model is reportedly capable of detecting security vulnerabilities across operating systems and web browsers, and can even generate code to exploit those vulnerabilities in actual attacks.
However, these capabilities have simultaneously sparked significant controversy. While previous AI models were limited to code writing or analysis assistance, Mythos combines vulnerability detection with attack execution, raising concerns about accelerating cyberattack automation.
Wall Street and regulators have reportedly held emergency meetings to discuss the potential for Mythos to be misused. Anthropic has previously had disagreements with the U.S. Department of Defense over AI safety issues, placing the company at the center of debates over both technological prowess and safety.
