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Anthropic’s Q2 surge lifts AI-linked semiconductors, ETF access grows
Anthropic’s quarterly revenue topped $11.5 billion, and its annualized run rate rose to more than $65 billion by late July, keeping investor focus on a handful of U.S.-listed ETFs.
Anthropic’s preliminary second-quarter results helped revive interest in parts of the artificial intelligence complex, with semiconductor stocks up about 1% on Monday even as the broader tech sector declined, according to ETF Trends.
The company reported Q2 revenue above $11.5 billion, reflecting a 14x year-over-year increase and more than double last quarter’s results. Anthropic also posted positive adjusted operating income, and its annualized revenue run rate surpassed $65 billion by the end of July, up from $47 billion in May.
With Anthropic still private, direct exposure remains limited, ETF Trends said. The outlet noted that a small group of ETFs provide investors with a route to AI-related exposure, though owning shares of a fund that holds Anthropic does not automatically make it an Anthropic proxy.
ETF Trends added that the weight of Anthropic across these U.S.-listed funds can range from well below 1% to several percent, and that portfolio construction varies. The article also pointed to how Anthropic’s growth depends on AI infrastructure, linking its demand for computing capacity to sectors such as cloud services, semiconductors, memory, networking, and data centers.