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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 (Financial Times)

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 thro

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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.

Source: Techmeme | 2026-10-01

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