February 13, 2026

📖 23 min read
📝 2272 words
finance  
Anthropic raises $30 billion while Microsoft profits jump

AI startup Anthropic recently secured a substantial $30 billion in Series G funding, pushing its valuation to an impressive $380 billion. This significant investment round saw participation from major players like Microsoft and NVIDIA, alongside lead investors GIC and Coatue. Founded in 2021 by former OpenAI employees Dario and Daniela Amodei, Anthropic focuses on AI safety and offers its Claude platform across all three major cloud providers.

Anthropic demonstrates strong financial momentum, reporting a $14 billion run-rate revenue, which has grown tenfold annually over the past three years. Its Claude Code platform, launched in May 2025, already contributes $2.5 billion to this revenue. The company aims to achieve profitability by 2028 and anticipates an initial public offering in late 2026, signaling ambitious growth plans in the competitive AI sector.

Meanwhile, Palantir Technologies shows robust performance, with its shares climbing 29% over the past year, bolstered by strong Q4 2025 results. The company's Gotham and Maven Smart System software remain critical for the U.S. military, its largest client, evidenced by a $10 billion Army deal and a $99.8 million Army Research Laboratory contract for Maven. Palantir also secured a $1 billion software deal with the United Kingdom and sees its commercial AI platform, AIP, adopted by companies like Lowe's and Lockheed Martin.

Despite earlier warnings from financial leaders about potential AI stock overvaluation, the market has largely held steady, with the Nasdaq dipping only 1.4%. Many tech companies, including Microsoft, which saw profits jump 60%, exceeded Q4 earnings expectations. However, some stocks like Microsoft and Amazon experienced minor price drops on slight disappointments, reflecting a discerning market rather than a widespread AI bubble.

Google CEO Sundar Pichai highlighted strong AI demand and persistent supply constraints for compute capacity. Google reported $114 billion in Q4 2025 revenue, an 18% year-over-year increase. Its Gemini Enterprise platform, launched just four months ago, already boasts over 8 million paid seats across more than 2,800 companies. The Gemini app now serves over 750 million monthly active users, with engagement significantly increasing since Gemini 3's December launch. Google Cloud's revenue grew 48%, and its backlog surged 55% to $240 billion, largely driven by AI product demand.

AI integration extends beyond major tech firms. Bajaj Finance, an Indian financial company, processed 10% of its Q3 FY26 loan disbursements, totaling ₹1,600 crore, through AI-powered call centers. They plan to handle 100 million AI calls next year and hire over 800 autonomous AI agents. Unity, the interactive software platform, reported strong Q4 CY2025 revenue of $503.1 million, a 10.1% increase, and continues to invest in AI initiatives, despite a cautious Q1 CY2026 guidance. FiscalNote also saw its stock rise following a successful migration to its AI-focused PolicyNote platform.

The global AI market is projected to reach $3 trillion by 2033, growing at a 30% annual rate, with investors increasingly focusing on AI hardware and infrastructure. This trend is underscored by French AI startup Mistral AI's 1.2 billion euro investment in Sweden for digital infrastructure and AI data centers. While a stronger-than-expected January jobs report recently dampened hopes for Federal Reserve interest rate cuts and caused some software shares to drop, the underlying demand and investment in AI remain robust.

Key Takeaways

  • Anthropic secured $30 billion in Series G funding, valuing the company at $380 billion, with investments from Microsoft and NVIDIA.
  • Anthropic's run-rate revenue reached $14 billion, with its Claude Code platform generating $2.5 billion since its May 2025 release.
  • Palantir Technologies saw its shares rise 29% over the past year, driven by strong Q4 2025 results and securing a $10 billion Army deal.
  • Google reported $114 billion in Q4 2025 revenue, an 18% increase, with its cloud backlog surging to $240 billion due to AI demand.
  • Google's Gemini Enterprise platform has over 8 million paid seats, and the Gemini app boasts over 750 million monthly active users.
  • Microsoft's profits jumped 60%, and 95% of IT companies beat Q4 earnings expectations, indicating strong underlying performance despite market fluctuations.
  • Bajaj Finance utilized AI-powered call centers for 10% of its Q3 FY26 loan disbursements, amounting to ₹1,600 crore, and plans to hire over 800 AI agents.
  • The global AI market is expected to grow at a 30% annual rate, reaching $3 trillion by 2033, with a focus on hardware and infrastructure.
  • Unity reported Q4 CY2025 revenue of $503.1 million, a 10.1% increase, and continues to invest in AI initiatives.
  • French AI startup Mistral AI announced a 1.2 billion euro investment in Sweden for digital infrastructure and AI data centers.

Anthropic Secures $30 Billion Funding Reaching $380 Billion Value

AI startup Anthropic raised $30 billion in Series G funding, valuing the company at $380 billion. This major investment was led by GIC and Coatue, with participation from many other firms including Microsoft and NVIDIA. Anthropic's run-rate revenue hit $14 billion, growing tenfold annually for the past three years. Its popular Claude Code platform, released in May 2025, now generates $2.5 billion in revenue. Anthropic, founded in 2021 by former OpenAI employees Dario and Daniela Amodei, focuses on AI safety and offers Claude on all three major cloud platforms. The company aims to break even by 2028 and expects an IPO in late 2026.

Anthropic Secures $30 Billion Funding Reaching $380 Billion Value

AI startup Anthropic raised $30 billion in Series G funding, valuing the company at $380 billion. This major investment was led by GIC and Coatue, with participation from many other firms including Microsoft and NVIDIA. Anthropic's run-rate revenue hit $14 billion, growing tenfold annually for the past three years. Its popular Claude Code platform, released in May 2025, now generates $2.5 billion in revenue. Anthropic, founded in 2021 by former OpenAI employees Dario and Daniela Amodei, focuses on AI safety and offers Claude on all three major cloud platforms. The company aims to break even by 2028 and expects an IPO in late 2026.

Anthropic Secures $30 Billion Funding Reaching $380 Billion Value

AI startup Anthropic raised $30 billion in Series G funding, valuing the company at $380 billion. This major investment was led by GIC and Coatue, with participation from many other firms including Microsoft and NVIDIA. Anthropic's run-rate revenue hit $14 billion, growing tenfold annually for the past three years. Its popular Claude Code platform, released in May 2025, now generates $2.5 billion in revenue. Anthropic, founded in 2021 by former OpenAI employees Dario and Daniela Amodei, focuses on AI safety and offers Claude on all three major cloud platforms. The company aims to break even by 2028 and expects an IPO in late 2026.

Anthropic Secures $30 Billion Funding Reaching $380 Billion Value

AI startup Anthropic raised $30 billion in Series G funding, valuing the company at $380 billion. This major investment was led by GIC and Coatue, with participation from many other firms including Microsoft and NVIDIA. Anthropic's run-rate revenue hit $14 billion, growing tenfold annually for the past three years. Its popular Claude Code platform, released in May 2025, now generates $2.5 billion in revenue. Anthropic, founded in 2021 by former OpenAI employees Dario and Daniela Amodei, focuses on AI safety and offers Claude on all three major cloud platforms. The company aims to break even by 2028 and expects an IPO in late 2026.

Anthropic Secures $30 Billion Funding Reaching $380 Billion Value

AI startup Anthropic raised $30 billion in Series G funding, valuing the company at $380 billion. This major investment was led by GIC and Coatue, with participation from many other firms including Microsoft and NVIDIA. Anthropic's run-rate revenue hit $14 billion, growing tenfold annually for the past three years. Its popular Claude Code platform, released in May 2025, now generates $2.5 billion in revenue. Anthropic, founded in 2021 by former OpenAI employees Dario and Daniela Amodei, focuses on AI safety and offers Claude on all three major cloud platforms. The company aims to break even by 2028 and expects an IPO in late 2026.

Palantir Thrives With Government AI Contracts and Strong Growth

Palantir Technologies shows strong performance as AI hype cools for some companies like SoundHound AI. Palantir's shares rose 29% over the past year, driven by impressive Q4 2025 results. The company's Gotham and Maven Smart System software are vital for the U.S. military, its largest customer. Recent contracts include a $10 billion Army deal and a $99.8 million Army Research Laboratory contract for Maven. Palantir also has a $1 billion software deal with the United Kingdom and a commercial AI platform, AIP, used by Lowe's and Lockheed Martin.

Palantir Thrives With Government AI Contracts and Strong Growth

Palantir Technologies shows strong performance as AI hype cools for some companies like SoundHound AI. Palantir's shares rose 29% over the past year, driven by impressive Q4 2025 results. The company's Gotham and Maven Smart System software are vital for the U.S. military, its largest customer. Recent contracts include a $10 billion Army deal and a $99.8 million Army Research Laboratory contract for Maven. Palantir also has a $1 billion software deal with the United Kingdom and a commercial AI platform, AIP, used by Lowe's and Lockheed Martin.

AI Stock Fears Unjustified As Earnings Remain Strong

Three months ago, CEOs from Goldman Sachs and Morgan Stanley warned of a market correction due to AI stock overvaluation. Since then, the Nasdaq has only dipped 1.4%, and many tech companies have seen strong earnings. For example, Microsoft's profits jumped 60%, and 95% of IT companies beat Q4 earnings expectations. Despite this, some stocks like Microsoft and Amazon saw price drops on minor disappointments. This market behavior suggests there is no AI bubble, and current valuations appear more reasonable.

Bajaj Finance Uses AI Call Centers For 10 Percent of Loans

Bajaj Finance, a leading Indian financial company, announced that AI-powered call centers handled 10% of its loan disbursements in Q3 FY26. This amounted to ₹1,600 crore out of ₹16,545 crore in total disbursals. CEO Rajeev Jain noted that this AI capability was new in Q3, having not existed in earlier quarters. The company plans to process 100 million AI calls next year and will hire over 800 autonomous AI agents. This shows AI voice technology is becoming a core part of major financial operations.

Strong Buy AI Stocks Show Short Squeeze Potential

Some "Strong Buy" AI stocks are showing potential for a short squeeze, combining high short interest with solid company fundamentals. Despite fears of AI disruption causing a tech selloff, these stocks maintain strong earnings and operating performance. The global AI market is expected to reach $3 trillion by 2033, growing at a 30% annual rate. Investors are now focusing more on AI hardware and infrastructure companies. SA Quant has identified five such stocks with elevated short interest that could benefit from these trends.

US Markets Drop Amid Strong Jobs Report and AI Fears

US stocks fell, ending the Dow's three-day winning streak, after a stronger-than-expected January jobs report. The Bureau of Labor Statistics reported 130,000 new jobs, far exceeding expectations. This strong data reduced hopes for Federal Reserve interest rate cuts, dampening market sentiment. Additionally, AI-related fears continued to impact stock markets, causing software company shares to drop. Separately, French AI startup Mistral AI announced a 1.2 billion euro investment in Sweden for digital infrastructure and AI data centers.

Unity Reports Strong Q4 Growth But Future Guidance Disappoints

Interactive software platform Unity reported strong Q4 CY2025 results, beating revenue expectations with $503.1 million, a 10.1% increase year over year. Its Vector advertising platform showed consistent growth, and the Create software business saw its fastest growth in two years, especially in China. However, Unity's Q1 CY2026 revenue guidance of $485 million fell below analyst estimates, causing market concern. CEO Matthew Bromberg noted ongoing investments in AI initiatives and a shift away from lower-margin legacy businesses. The company expects gradual improvements as it focuses on AI-driven tools and new monetization.

Google CEO Discusses AI Demand and $240 Billion Cloud Backlog

Google CEO Sundar Pichai discussed the company's strong AI demand and ongoing supply constraints for compute capacity. Google reported $114 billion in Q4 2025 revenue, an 18% increase year over year. Its Gemini Enterprise platform, launched four months ago, already has over 8 million paid seats across more than 2,800 companies. The Gemini app now boasts over 750 million monthly active users, with engagement significantly increasing since Gemini 3's December launch. Google Cloud's revenue grew 48%, and its backlog surged 55% to $240 billion, driven by AI product demand.

FiscalNote Completes Platform Migration Driving AI Stock Growth

FiscalNote Holdings, Inc. successfully moved all customers from its old FiscalNote platform to the new PolicyNote platform on January 14. This migration saw minimal customer loss, showing the company's commitment to a smooth customer experience. The PolicyNote platform offers improved features and functions. FiscalNote's stock has been rising due to positive investor interest in its AI initiatives. The company's focus on AI solutions for government and market intelligence positions it for future growth.

Sources

NOTE:

This news brief was generated using AI technology (including, but not limited to, Google Gemini API, Llama, Grok, and Mistral) from aggregated news articles, with minimal to no human editing/review. It is provided for informational purposes only and may contain inaccuracies or biases. This is not financial, investment, or professional advice. If you have any questions or concerns, please verify all information with the linked original articles in the Sources section below.

Anthropic AI Startup Funding Valuation AI Safety Claude AI Cloud Computing IPO Palantir Government Contracts Military AI AI Software AI Platforms AI Stocks Market Trends Earnings AI Bubble Bajaj Finance AI Call Centers AI Voice Technology Autonomous AI Agents Short Squeeze AI Hardware AI Infrastructure Global AI Market Mistral AI AI Data Centers Unity Technologies AI Initiatives AI-driven Tools Google AI Gemini AI Google Cloud FiscalNote AI Solutions Government Intelligence Market Intelligence Microsoft NVIDIA OpenAI Revenue Tech Industry FinTech

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