Anthropic $30B+ ARR + VC buzz $800B val + Amazon up to $25B new confirmed + Google up to $40B + Menlo Ventures $3B fund anchored on Anthropic
Key Questions
What investments are Amazon and Google making in Anthropic?
Amazon confirmed up to $25B ($5B immediate plus $20B gated, focused on Trainium), while Google committed up to $40B including $10B now at a $350-380B valuation.
What is Anthropic's current ARR and acquisition activity?
Anthropic reports $30B+ ARR with scaling, alongside acquisitions including Coefficient Bio for $400M and Vercept.
What new fund is Menlo Ventures raising tied to Anthropic?
Menlo Ventures raised a $3B fund anchored on its Anthropic investment, signaling strong VC conviction in AI.
Amazon confirms up to $25B investment ($5B immediate + $20B gated, Trainium); Google up to $40B ($10B now at $350-380B val + $30B potential, 5GW compute); $30B+ ARR scaling; Coefficient Bio $400M + Vercept acqs; IPO push. Menlo Ventures raises $3B in new funds anchored on Anthropic win — signals sustained VC conviction and dry powder.
Sources (2)
Updated Jun 24, 2026