# Who are Anthropic's customers? Who does Anthropic earn revenue from?
Canonical: https://valuechain.wiki/anthropic · Facet: customers · Updated: 2026-09-04T23:10:42.679484+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: Anthropic's confirmed revenue counterparties include Shopify plus 2 undisclosed/aggregate relationships. Per the valuechain.wiki graph: 3 revenue edges, backed by 4 dated sources, 1 of them primary filings (as of 2026-09-04).

### 아마존 (high)  → /amazon.md
- note: Amazon invests up to $25B in Anthropic (AWS).
- [confirms] Anthropic (EN, filing, published 2026-06-01) https://www.anthropic.com/news/anthropic-raises-30-billion-series-g-funding-380-billion-post-money-valuation: "Anthropic closed a Series H raising $65B at a ~$965B post-money valuation (June 1, 2026); Amazon and Alphabet are strategic investors."
- [confirms] Anthropic (EN, ir, published 2026-04-19) https://www.anthropic.com/news/anthropic-amazon-compute: "Amazon invests up to $25B in Anthropic (AWS)."

### 알파벳 (구글) (high)  → /alphabet.md
- note: Google invests up to $40B in Anthropic (cash + TPU).
- [confirms] TechCrunch (EN, news, published 2026-04-24) https://techcrunch.com/2026/04/24/google-to-invest-up-to-40b-in-anthropic-in-cash-and-compute/: "Google invests up to $40B in Anthropic (cash + TPU)."

### SK텔레콤 (high)  → /sk-telecom.md
- note: SK Telecom invested for 2% in 2023, diluted to ~0.3% after later rounds.
- [confirms] The Electronic Times (ETNews) (KO, news, published 2023-08-13) https://www.etnews.com/20230813000055: "SK Telecom is making a strategic investment of $100 million (about 130 billion won) in US generative AI company Anthropic."
- [confirms] SK Telecom (press release) (EN, ir, published 2023-08-13) https://www.sktelecom.com/en/press/press_detail.do?idx=1576: "SKT today announced that it is investing additional USD 100 million in Anthropic, an AI safety and research company based in San Francisco."

### 쇼피파이 (high)  → /shopify.md
- note: Supplies its Claude (Sonnet 4.5) models to Shopify's Sidekick and Magic via Google Cloud Vertex AI — an enterprise adoption at a large commerce platform that broadens its revenue base into consumer e-commerce workloads.
- [confirms] Anthropic (EN, news, published 2025-10-01) https://claude.com/customers/shopify: "Shopify Sidekick runs on Anthropic Claude Sonnet 4.5 via Vertex AI."

### 엔터프라이즈·API 고객 (mid)
- metric: Revenue ~$30B · 2026 · run-rate revenue
- note: Claude API/enterprise revenue (~$30B run-rate).
- [confirms] VentureBeat (EN, news, published 2026-05-28) https://venturebeat.com/technology/anthropic-says-it-hit-a-30-billion-revenue-run-rate-after-crazy-80x-growth: "Anthropic hit ~$47B annualized revenue run-rate (May 2026), up from ~$9B at end-2025; API/enterprise is the core."
- [confirms] TechCrunch (EN, news, published 2026-04-24) https://techcrunch.com/2026/04/24/google-to-invest-up-to-40b-in-anthropic-in-cash-and-compute/: "1000+ enterprises spend $1M+/yr; ~$30B run-rate."

### 소비자 구독 (Claude) (mid)
- note: Claude consumer/pro subscription revenue.
- [confirms] Anthropic (EN, filing, published 2025-06-01) https://www.anthropic.com/pricing: "Anthropic official: consumer/business revenue from Claude Pro/Max/Team/Enterprise subscriptions."

Reverse side: https://valuechain.wiki/anthropic/suppliers.md · Ripple: https://valuechain.wiki/anthropic/ripple.md

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