anthropic 2분기 수입이 작은 같은 쿼터대비 14배 증가했서 대략 11.5빌리언 찍었다네요

The Profitability Milestone: Because gross margins on its API sales hover around 80%, Anthropic's massive surge in customer demand officially outpaced its operational expenses this quarter, letting the company keep a positive adjusted profit line for itself rather than immediately burning through it all. [1]

앤쓰로픽 수입은 결국 아마존, 구글에 쓰여질거같다고요

The Ultimate Beneficiaries: Amazon and Google

While Microsoft, Oracle, and xAI take smaller slices, the absolute majority of Anthropic’s long-term cloud infrastructure payouts are legally bound to Amazon Web Services (AWS) and Alphabet (Google) due to prior multi-billion dollar funding agreements. Anthropic has multi-year compute commitments to route massive sums of cash back to AWS (for Trainium chips) and Google Cloud (for TPUs) to train its next-generation models. [1]

The Preliminary Q2 Margin Breakdown

With Anthropic crossing into positive adjusted operating income for the first time in company history, the initial operational numbers break down as follows: [1]

Total Q2 Revenue: $11.5 billion+
Adjusted Operating Profit: ~$559 million
Implied Operating Margin Rate: 4.86% [1, 2]

anthropic 2분기 수입이 14배 증가

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