Anthropic Nears Completion of $6 Billion Decart Acquisition as Annualized Revenue Climbs to $74 Billion
In a major consolidation of the frontier AI landscape, Anthropic PBC is in the final stages of completing its $6 billion acquisition of Israeli AI efficiency startup Decart AI in the coming weeks. The transaction, which is structured primarily in Anthropic shares, represents Anthropic's largest acquisition to date and marks its entry into Israel with a new research and development center focused on inference performance and custom silicon optimization.
The acquisition comes at a time of explosive financial growth for the Claude model maker as it rapidly moves toward a historic initial public offering (IPO) expected in October 2026, targeting a record-breaking $2 trillion valuation.
Explosive Revenue Growth and Q2 Profitability
According to financial disclosures reported on September 2, 2026, Anthropic's commercial expansion is scaling at an unprecedented rate:
- Annualized Revenue Rate (ARR): Climbed to $74 billion in August 2026, up from $65 billion in July and $47 billion in May 2026—representing a staggering 57% increase in annualized run rate over just three months.
- Profitability: According to data from investment firm Motley Fool, Anthropic achieved positive adjusted operating profit in the second quarter of 2026, posting $559 million in adjusted operating income.
This financial momentum is fueling Anthropic's aggressive global sales push as it seeks to outpace OpenAI. The company has rapidly expanded its physical footprint in 2026, opening offices in Paris and Munich, quadrupling its London office capacity (from 200 to 800 employees), and establishing hubs in Dublin, Madrid, Tokyo, Sydney, Bangalore, and Seoul.
Decart Acquisition and Israel Expansion Strategy
The acquisition of Decart is designed to address Anthropic's massive compute cost overhead and capacity constraints. Decart specializes in lean language models and GPU-optimization software that helps chips run more efficiently, reducing training and inference costs. Under the terms of the deal, Decart’s engineering team will form the core of Anthropic's new Israeli R&D division.
Concurrently, Anthropic is launching an aggressive sales and marketing campaign in Israel, targeting the country's high-spending tech ecosystem. The local campaign will focus heavily on promoting Claude Code, Anthropic's terminal-based code generator. According to industry data from Value Add VC, Claude Code has captured a 42% global market share among software companies—double the market share of OpenAI's competing Codex product.
While OpenAI has explicitly stated it has no plans to open physical offices or appoint dedicated local teams in Israel, Anthropic is positioning itself to capture the market directly. Ben Pasternak, CEO of software company Aman Group, estimated that AWS's cloud and AI sales turnover in Israel exceeds $1 billion annually, highlighting the massive addressable market for Anthropic's direct-to-enterprise sales strategy.