Artificial intelligence startup Anthropic plans to tell investors this week that its total addressable market could exceed $30 trillion, according to a report citing internal projections reviewed by The Wall Street Journal.
The projected TAM surpasses the $28.5 trillion figure SpaceX cited in its May initial public offering filing, where the company described it as the largest viable TAM in human history, attributing the majority to AI-related opportunities. Anthropic’s estimate reflects the annual revenue opportunity if the company captures 100% market share in the AI sector.
Earlier this month, Reuters reported that Anthropic projected revenue of $190 billion to $200 billion for 2028, underscoring the scale of its ambitions amid intensifying competition in the AI market. The startup, known for its chatbot Claude, joins rivals OpenAI and Google in positioning AI as a transformative commercial opportunity.
The disclosure comes as major technology firms and startups race to monetize generative AI tools, with industry observers debating the long-term revenue potential across enterprise adoption, consumer applications, and infrastructure services. Anthropic’s internal estimates align with broader market expectations that AI could reshape productivity and automation across sectors, though precise market sizing remains speculative given the technology’s evolving capabilities and adoption timelines.
