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News of the day
1. Anthropic anticipates its first profitable quarter, projecting revenue to more than double to $10.9 billion, signaling strong growth against competitors. → Read more
2. Nvidia hits new revenue highs, fueled by data centers and Blackwell architecture. Company reveals $43B in startup stakes, nearly doubling holdings. → Read more
3. OpenAI's new AI model has disproven an 80-year-old geometry conjecture, marking a significant advance in AI reasoning capabilities. → Read more
4. Alibaba's Qwen3.5-LiveTranslate-Flash achieves 2.8s latency for real-time multimodal interpretation across 60 languages, using visual context and voice cloning. → Read more
Our take
Hi Dotikers!
Yesterday in Mountain View, Google rolled out Gemini Omni to remind OpenAI that a courtroom win is no substitute for a product roadmap. Twenty-four hours later, it was Anthropic's turn to deliver the companion message: an IPO is no substitute for an income statement. The timing, as always in this industry, is anything but innocent.
On Wednesday, May 20, the Wall Street Journal reported that Anthropic had shared financial projections with its investors that reshuffle the deck entirely. Revenue is expected to reach 10.9 billion dollars in the second quarter, more than double the 4.8 billion from the first. More striking still, the company is forecasting its first quarterly operating profit, around 559 million, excluding stock-based compensation. That trajectory arrives two years ahead of the timeline laid out last summer, which had pointed to annual profitability no sooner than 2028, and the quarterly growth outpaces the historic peaks of Zoom, Google and Facebook before they went public.
The context makes it almost cruel. That same day, the Wall Street Journal learned that OpenAI is preparing to file its confidential S-1 with the SEC as early as Friday, targeting a valuation of around one trillion for a September listing. The catch: OpenAI missed its internal revenue and user targets earlier this year, and an S-1 forces it to disclose margins, customer dependencies and the compute bill. While Altman readies his big exam before the SEC, Anthropic is closing a 900 billion round that would push it past OpenAI's 852 billion on the private market, without having to show its hand.
One caveat is still in order. That second-quarter profitability may not survive the year. Infrastructure and training costs are set to balloon from the summer onward, and the company has never hidden that it will keep burning capital to stay in the model race. This financial snapshot is therefore as much a moment of victory as a perfectly timed PR move for the funding round currently underway.
Anthropic probably wins this spring's match simply by showing the numbers while the competition shows promises.
M.
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