Anthropic, PBC Due Diligence

Run due diligence on Anthropic, PBC: check incident history and compliance and get alerts when suppliers or ownership change.

United States · owned by Independent (United States) · www.anthropic.com · 47 vendors

Anthropic is an AI safety and research company focused on building reliable, interpretable, and steerable AI systems. It develops large language models, most notably the Claude family of AI assistants. The company was founded by former OpenAI researchers, including Dario Amodei and Daniela Amodei, and is headquartered in San Francisco, California.

Resilience scores

Disruption prediction

Anthropic, PBC: 4 critical incidents expected in the next three months, based on its recorded incident history.

Forecast estimates are rounded up to whole numbers.

No active incident reported (its status page, as of 2026-11-09 17:55 UTC)

24 of Anthropic, PBC's 47 vendors have incident tracking.

Technology vendors

Services catalogue

27 services in catalogue across 7 categories; runs on 47 sub-vendors.

Insights

Last updated 2026-11-07 · revision 35

47 direct vendors, 286 subvendors

Direct vendors by controlling owner country (sample)

Subvendors by controlling owner country (sample)

Compliance

10 in-scope frameworks identified; showing 3.

HIPAA (source) — Evidence found

Anthropic offers its services to the US healthcare sector and processes Protected Health Information (PHI), making it a 'business associate' under HIPAA for covered customers.

Evidence: https://trust.anthropic.com/

SOC 2 (source) — Evidence found

As a technology company providing AI services to enterprise customers, Anthropic is expected to provide assurances about its security, availability, processing integrity, confidentiality, and privacy controls.

Evidence: https://trust.anthropic.com/, https://strategized.ai/claude-security/questions/client-questionnaire-anthropic-soc-2-report/, https://privacy.claude.com/en/articles/10015870-what-certifications-has-anthropic-obtained, https://support.claude.com/en/articles/10015870-what-certifications-has-anthropic-obtained, https://www.scribd.com/document/1052630760/Anthropic-ISO-27001-Certificate-2025

NIS2 (source) — No public evidence

Anthropic could potentially be considered an 'important' entity under NIS2 as a provider of digital services (cloud computing services) if it meets the size-cap thresholds and has operations in the EU. It has offices in several EU countries.

Financials

Three-year financials

Financial Resilience Score: 7/10

Anthropic exhibits an extraordinary revenue growth profile, with annualized run-rate expanding from roughly US$100M at end-2023 to approximately US$7B by late 2025, one of the fastest software revenue ramps ever recorded. This trajectory is supported by deep-pocketed strategic backers including Amazon (US$8B committed) and Google (multi-billion USD), plus venture rounds bringing cumulative disclosed capital raised to well over US$18B. Diversified distribution through AWS Bedrock, Google Vertex AI, and Microsoft Foundry provides broad enterprise reach, and PBC governance combined with the Long-Term Benefit Trust supports long-horizon strategic planning. However, the company is deeply loss-making, with press-reported cash losses in the multi-billion-USD range annually, driven primarily by compute costs. Internal projections reportedly do not anticipate profitability until around 2028. Inference gross margin is materially below traditional SaaS norms, creating structural dependency on continued primary fundraising and subsidized compute from cloud partners. Customer concentration risk, competitive intensity from OpenAI, Google DeepMind, Meta, xAI and Chinese labs, plus regulatory uncertainty, add to the risk profile. The absence of audited public financials is an inherent transparency gap. Overall resilience is strong in the near-term due to capital access, but longer-term sustainability hinges on inference economics improving before AI capital market appetite wanes.

Key strengths: Exceptional revenue growth (~10x in 2024, further 5-7x through 2025), Deep-pocketed strategic backers: Amazon US$8B and Google multi-billion USD commitments, Cumulative disclosed capital raised over US$18B, Diversified cloud distribution via AWS Bedrock, Google Vertex AI, Microsoft Foundry, Enterprise-grade adoption including Claude Code as fastest-growing enterprise SaaS product of 2025, PBC + Long-Term Benefit Trust governance structure, Preferential access to compute capacity from hyperscaler partners

Risk factors: Multi-billion USD annual cash burn with no profitability expected until ~2028, Compute cost concentration compresses gross margin well below traditional SaaS, Customer concentration - largest single API customer reportedly double-digit % of revenue, Intense competition from OpenAI, Google DeepMind, Meta, xAI and Chinese AI labs, Regulatory risk from EU AI Act, US executive orders, California SB 53, Concentrated strategic-investor influence from Amazon and Google (antitrust scrutiny), No audited public financials - transparency gap for counterparty risk assessment, Dependency on continued primary equity fundraising

Revenue by geography

Revenue by product/service

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