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)
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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.
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