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You Thought SpaceX’s TAM Was Insane? Anthropic Reportedly Sees $30 Trillion Revenue Opportunity

Brave/stocktwits.com · 2026年8月26日 10:15 · 阅读约 5 分钟

You Thought SpaceX’s TAM Was Insane? Anthropic Reportedly Sees $30 Trillion Revenue Opportunity

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0.05%

0.22%

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9.08%

7.08%

0.76%

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Connect your Agent

Trending

Earnings

0.06%

0.05%

0.22%

Trending

0.12%

9.08%

7.08%

0.76%

16.17%

0.40%

0.16%

0.52%

0.51%

0.76%

Forget SpaceX's TAM — Anthropic Is Reportedly Eyeing $30 Trillion Opportunity, Just Shy Of US GDP

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Forget SpaceX's TAM — Anthropic Is Reportedly Eyeing $30 Trillion Opportunity, Just Shy Of US GDP

Anthropic is expected to discuss its unusually large TAM with investors as part of its potential IPO process.

In this photo illustration, the Anthropic logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

Yuvraj Malik

Stocktwits

Published

Aug 25, 2026 | 10:17 PM EDT

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SpaceX previously called its $28.5 trillion TAM the “largest actionable” market in human history, with most of the opportunity tied to AI.

Anthropic’s revenue more than doubled sequentially to $11.6 billion in Q2, while OpenAI’s sales rose 18% to $6.7 billion, according to reports.

Anthropic could launch its IPO as soon as next month or early October, while OpenAI has reportedly pushed its offering to next year.

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Anthropic reportedly expects its total addressable market (TAM) to reach $30 trillion, just a few trillion dollars shy of U.S. GDP and higher than the $28.5 trillion TAM SpaceX has estimated for itself.

The Claude AI developer is likely to discuss its unusually high TAM projections with investors as part of its initial public offering (IPO) process, the Wall Street Journal reported on Tuesday, citing people familiar with the matter.