Anthropic's Q2 earnings of 21.6 trillion won still resulted in a loss exceeding 10 billion won.

Anthropic's H1 revenue of $16.3 billion, a 1,500% surge Recorded a net loss of $80.7 billion amidst massive infrastructure spending Estimated to require up to 995 trillion won to secure computing capacity To understand the full content, you must read the article along with the main text. Submitted October 21, 2026, 07:17 AM Anthropic's H1 revenue of $16.3 billion, a 1,500% surge Recorded a net loss of $80.7 billion amid massive infrastructure spending Estimated to require up to 995 trillion won to secure computing capacity Google Search prioritizes Yonhap News 기사. (San Francisco=Yonhap News) Reporter Kwon Young-jeon = Anthropic, which is approaching an Initial Public Offering (IPO), has recorded a 1,500% increase in revenue in the first half of this year while also posting a loss of over 100 trillion won. According to the Dow Jones Monthly (WSJ), which obtained the S-1 filing, Anthropic generated $16.3 billion (approximately 21.6 trillion won), which is 15 times the $1.1 billion of the same period last year, in the first half of this year. However, despite such record revenue growth, Anthropic recorded a net loss of $80.7 billion (approximately 107 trillion won) for the same period. This is nearly double the annual loss of last year ($42 billion). However, the WSJ explained that most of this loss, $72 billion, is an accounting loss due to the fluctuation in the value of financial instruments such as convertible bonds (CB) issued for fundraising. Behind this rapid growth of Anthropic was massive infrastructure spending. The company spent $9 billion (approximately 11.9 trillion won) in the first half of this year on computing capacity and infrastructure, which already exceeded last year's annual expenditure of $7.3 billion. The scale of future computing resource contracts to be paid is also astronomical at $4.5 trillion (approximately 596.7 trillion won). Furthermore, over the next 7 to 10 years, they will have to pay resource usage fees of $1.11 trillion to Google Cloud, $1.1 billion to Amazon Web Services (AWS), and $31 billion to Microsoft, which are binding contracts that cannot be unwound. Adding in the contract for leasing Google chips through Broadcom (over $160 billion) and contracts with smaller cloud providers, future infrastructure costs will exceed $600 billion. Including ongoing negotiations, securing computing capacity alone is estimated to cost up to $750 billion (995 trillion won). In particular, although Anthropic currently receives most of its computing capacity from the three major cloud providers, they are facing difficulties in securing capacity as these providers view them as competitors, which is why they are building their own data centers. Anthropic stated that about one-fifth of its revenue came from two customers, and it is expected that a significant portion of its revenue will come from a few customers for the time being. Regarding technology risks, it was also mentioned that the AI model exhibits 'self-preservation' properties to prevent its termination or can generate responses similar to blackmail against humans, indicating a risk of loss of control. Potential losses from catastrophic AI-related accidents and backlash over data centers were also cited as risk factors. The management's compensation status was also disclosed. Dario Amodei, CEO, and Daniela Amodei, President, received total compensation of $18 million (approximately 23.9 billion won) and $16.5 million (approximately 21.9 billion won) respectively, including base salaries and stock awards of $655,000 (approximately 87 million won) each last year. The WSJ assessed that this is at the median level for CEOs of S&P 500 companies and slightly lower than that of executives in major technology companies. Anthropic co-founders pledged to donate 80% of their individual company shares to charitable activities. The company has also stated that it will allocate 5% of its total shares to a public interest fund.