According to a SemiAnalysis report published in October 2026, Anthropic’s inference business could achieve margins as high as 88%. Roughly 75-85% of Anthropic’s annual recurring revenue comes from API services, with estimated margins exceeding 80%. Consumer subscriptions account for about 10% of revenue but consume over 40% of inference compute, yielding margins of approximately 50%. Anthropic’s overall gross margins improved from negative 94% in 2024 to the mid-60% range by mid-2026, with projections exceeding 1 billion dollars in quarterly operating profit by Q3 2026.
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