Prediction markets put the probability at 87%: Anthropic valued higher than OpenAI in 2026. Currently, markets see this as likely (87% YES). Anthropic deepens its ties to Wall Street.
Anthropic is weighing a new funding round at a valuation approaching $1 trillion, according to the Financial Times on May 8, 2026, as revenue at the AI lab surges. The reported deal would mark one of the largest private valuations in technology history and place Anthropic in direct comparison with rival OpenAI, whose most recent secondary share sale priced the company in a similar range. The question of whether Anthropic valued higher than openai in 2026 has gained traction as funding talks accelerate, with bankers and existing investors said to be sizing the round against OpenAI's own pending capital raise. [FT, May 8]
CEO Dario Amodei told a developer conference on May 6, 2026 that Anthropic saw "80x growth per year in revenue and usage" in the first quarter of 2026, against an internal plan of 10x. The figures coincided with a surprise compute agreement under which SpaceX will supply Anthropic with the full capacity of its Colossus 1 data center, a deal Axios reported allows Elon Musk to monetize unused GPU capacity ahead of an expected SpaceX IPO next month. The arrangement narrows the compute gap that has historically favored OpenAI's Microsoft-backed infrastructure, a key input in whether Anthropic valued higher than openai in current secondary markets. [Axios, May 7]
Commercial momentum has broadened in parallel. On May 5, 2026, Anthropic expanded partnerships with major global banks and rolled out 10 new Claude agents tailored to financial workflows including pitchbook creation, model building and audit review, per Axios. Separately, scrutiny of the company's Mythos disclosure intensified after CNBC reported on May 8, 2026 that cybersecurity experts characterized the capability as achievable on older Anthropic and OpenAI models, complicating the narrative around frontier-model differentiation. Whether Anthropic valued higher than openai in upcoming print pricing will depend on the timing of both companies' announced rounds. [Axios, May 5]
Lower-volume market on Polymarket ($51K). Wider spreads expected — enter with limit orders and be aware of slippage risk. Currently 87c YES.
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