Claude Code helps Anthropic double revenue pace in two months

两个月就翻倍！Claude Code让Anthropic成史上收入增长最快公司

Semi Analysis says Anthropic’s ARR reached $44B, adding $35B over 12 months. Claude Code hit $2.5B annualized revenue by Feb 2026, while inference gross margin rose from 38% to over 70%. The key test is keeping enterprise usage, coding-agent revenue, and inference margin together.

Why it matters: HKR-H/K/R all pass: SemiAnalysis gives hard ARR, Claude Code revenue, and inference-margin numbers. Not a model launch, but it materially shifts the view of Claude Code monetization.