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AI Daily Brief — 12 February 2026

The day belongs to Anthropic. The company closes a $30B Series G at a $380B post-money valuation — the third-largest VC round on record, behind only OpenAI’s $40B+ raise last year and Waymo’s $16B. GIC and Coatue lead, with D.E. Shaw Ventures, Dragoneer, Founders Fund, ICONIQ and MGX co-leading. Participants include BlackRock, Fidelity, Lightspeed, Sequoia, Temasek, TPG, Microsoft, NVIDIA, Qatar Investment Authority and 20+ others. Anthropic discloses $14B run-rate revenue, growing 10×+ annually for three consecutive years. Eight of the Fortune 10 are Claude customers; million-dollar customers have grown from 12 two years ago to 500+. Claude Code’s run-rate revenue alone is now over $2.5B, more than doubling since the start of 2026.

Top stories

  • Anthropic — $30B Series G at $380B. The valuation is more than 2× the $183B Series F from less than a year ago. The round closed amid the largest startup-funding month on record and puts Anthropic on a trajectory to challenge OpenAI’s lead in foundation-model commercialisation. via Anthropic
  • Revenue disclosure: $14B run-rate, 10×+/year for three years. Alongside the funding, Anthropic shares key metrics: $14B annualised revenue, more than 10× annual growth three years running. Eight of the Fortune 10 are Claude customers; million-dollar customers have scaled from 12 → 500+. Claude Code run-rate revenue now exceeds $2.5B, having more than doubled since the start of 2026. via CNBC
  • GIC — lead-investor statement. Singapore’s sovereign-wealth fund publishes a newsroom note confirming its role leading the round, highlighting Anthropic’s enterprise traction and multi-cloud infrastructure expansion across Amazon, Google, Microsoft and NVIDIA. via GIC
  • Strategic priorities: frontier research, multi-cloud infra, enterprise Claude Code. Use-of-proceeds covers frontier research, multi-cloud build-out across Amazon / Google / Microsoft / NVIDIA, scaling Claude Code’s enterprise footprint (business subscriptions quadrupled since January; enterprise now >50% of Claude Code revenue), and pushing into regulated verticals — Claude for Enterprise is now HIPAA-compliant for healthcare and life sciences. via IT Pro

Money & infra

The Anthropic close lands in the middle of a $660-690B hyperscaler 2026 capex tally: Microsoft, Alphabet, Amazon, Meta and Oracle together commit nearly double 2025 levels. Anthropic’s raise is contextualised as both consequence and accelerator of that infrastructure sprint. Yesterday’s GLM-5 launch — Zhipu now ~5-8× cheaper than Western frontier — and the still-pending Meta × NVIDIA deal (queued for Feb 17) frame the bookends of the chips beat.

Quiet corners

No first-party model shipping from OpenAI, Google DeepMind, Meta AI, xAI, Microsoft AI or Thinking Machines Lab. The day is unambiguously Anthropic’s.

By the numbers

  • Series G: $30B raise · $380B post-money · 3rd-largest VC round on record
  • Anthropic revenue: $14B run-rate · 10×+ YoY growth for 3 years
  • Claude Code: $2.5B+ run-rate · more than doubled since 1 January 2026
  • Enterprise traction: 8 of Fortune 10 · million-dollar customers 12 → 500+ in two years
  • Hyperscaler 2026 capex: $660-690B across Microsoft / Alphabet / Amazon / Meta / Oracle (~2× 2025)

Compiled by AI Feed’s editor from publicly reported announcements on 12 February 2026.