Global AI Hegemony: Anthropic Secures Historic 380 Billion Dollar Valuation Following 30 Billion Dollar Series G

In a move that has sent shockwaves through the global technology sector, Anthropic has officially announced the closing of a massive 30 billion dollar Series G funding round. This latest capital infusion has propelled the San Francisco-based artificial intelligence startup to a staggering post-money valuation of 380 billion dollars. The deal stands as one of the largest private financing events in corporate history, underscoring the relentless capital appetite of the foundational AI race.

Strategic Backing and the Shift to Enterprise Dominance

The funding round was led by Singapore’s sovereign wealth fund GIC and global investment firm Coatue. The roster of participants reads like a directory of the world’s most powerful financial institutions, including D.E. Shaw Ventures, Dragoneer, Founders Fund, ICONIQ, and MGX. Notably, the round also integrated significant previously announced commitments from tech titans Microsoft and Nvidia, further cementing Anthropic’s multi-cloud hardware strategy across AWS Trainium, Google TPUs, and Nvidia GPUs.

What distinguishes this valuation from the hype-driven cycles of previous years is the underlying revenue growth. Anthropic reported an annualized revenue run rate of 14 billion dollars, a meteoric rise for a company that earned its first dollar of revenue less than three years ago. Management highlighted that the number of customers spending over 100,000 dollars annually has grown sevenfold in the past year, while over 500 enterprise clients now contribute more than 1 million dollars in annual recurring revenue.

Claude Code and the “Agentic” Revenue Engine

A pivotal driver of this 380 billion dollar valuation is the success of Claude Code, the company’s agentic coding platform. Since its public launch in May 2025, Claude Code has achieved a 2.5 billion dollar revenue run rate, more than doubling its size in the first six weeks of 2026 alone.

Industry analysts point to “agentic AI”—systems capable of independently completing multi-step software tasks rather than merely providing suggestions—as the primary reason for the valuation premium. Currently, an estimated 4 percent of all public GitHub commits globally are authored by Claude Code, a metric that has doubled since the start of the year. This shift from “assistive” to “autonomous” AI has allowed Anthropic to capture a larger share of enterprise IT budgets, moving beyond simple chatbots into core operational infrastructure.

The Looming IPO and Market Dynamics

With this funding, Anthropic has more than doubled its previous valuation of 183 billion dollars set in September 2025. The company now sits as the second most valuable generative AI startup in the world, trailing only OpenAI, which remains in discussions for a valuation exceeding 800 billion dollars.

As Anthropic forecasts a reduction in its cash burn to roughly one-third of revenue by the end of 2026, market spectators believe this Series G round is the final private bridge before a highly anticipated Initial Public Offering (IPO). The battle for AI supremacy is no longer just about model parameters; it is now a game of infrastructure scale and enterprise integration.


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Indian IT Bellwether Under Siege: TCS Plunges To Multi Year Low As AI Fears Intensify

The landscape of the Indian Information Technology sector shifted dramatically on February 13, 2026, as Tata Consultancy Services (TCS) witnessed a historic sell-off. The stock price crashed to a five-and-a-half-year low, reaching levels not seen since September 2020. This massive correction has wiped out approximately 44 percent of the company’s value from its all-time peak of 4,592 recorded in August 2024.

The Catalyst of the Crash

The primary driver behind this sharp descent is a growing existential concern regarding Artificial Intelligence (AI) and its potential to disrupt the traditional linear growth model of IT services. The panic was triggered by global developments, specifically new AI tools capable of automating high-value corporate tasks such as legal compliance, contract reviews, and standardized responses.

Investors are increasingly worried that the “hours-billed” model, which has been the bedrock of Indian IT for decades, is under threat. If AI can perform tasks in seconds that previously required hundreds of man-hours, the revenue visibility and pricing power of giants like TCS could face a structural decline.

Q3 FY26 Performance: Stability Amidst the Storm

Despite the share price carnage, the actual financial performance reported for the December 2025 quarter (Q3 FY26) showed a company attempting to maintain its footing:

  • Revenue: Stood at 67,087 crore, a modest growth of 5 percent year-on-year.
  • Net Profit: Reported at 10,657 crore, which reflected a decline of nearly 14 percent compared to the same period last year, primarily due to one-time legal provisions and higher operational costs.
  • Operating Margins: Remained resilient at 25.2 percent, showcasing the management’s ability to control costs even during a revenue slowdown.
  • AI Revenue: In a significant strategic update, TCS revealed that its annualized AI services revenue has reached 1.8 billion dollars, growing at over 17 percent quarter-on-quarter.

Technical Outlook: Is the Bottom in Sight?

From a technical perspective, the stock is in a deep “oversold” zone. The Relative Strength Index (RSI) has dipped to extreme lows of approximately 12.5, a level that historically precedes a short-term technical bounce. However, the stock continues to trade below all major moving averages, including the 50-day and 200-day marks, suggesting that the broader bearish trend remains firmly in control.

Market analysts are divided on the path forward. While some global brokerages view this as a “deep value” opportunity, citing attractive dividend yields and the essential role IT firms play in digital “plumbing,” others warn that the transition to an AI-first economy will be painful and could lead to further valuation de-rating in the short term.


Understanding the IT Sector Correction

The shift in market hierarchy was further emphasized this week when State Bank of India (SBI) overtook TCS in terms of market capitalization, pushing the IT major down to the position of India’s fifth-largest listed company. For long-term investors, the question is no longer about when the stock will return to its peak, but rather how effectively TCS can pivot its 600,000-strong workforce to master generative AI before the legacy business erodes further.


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