Observed Signal · Mar 3, 2026 · Funding · Source: TechCrunch · Impact: 2/5 · Sentiment: Neutral
Anduril Eyes $60 Billion Valuation in New Funding Round
Anduril is pursuing a new multibillion-dollar funding round that would value the defense-technology company at about $60 billion, according to reports. The round is reportedly being led by Thrive Capital and Andreessen Horowitz, with Lux Capital and Founders Fund expected to participate. The company closed a Series G in June for $2.5 billion at a $30 billion valuation, and Bloomberg has reported the new round could bring in up to $8 billion of fresh capital. The fundraising occurs amid broader defense-industry tensions: the U.S. government is canceling contracts with Anthropic following a contract dispute, and Secretary of Defense Hegseth has threatened to label Anthropic a supply-chain risk. Palmer Luckey has publicly supported the government’s stance on reducing reliance on external technology suppliers.
A large proposed funding round and valuation for a high-profile defense-tech company are notable for capital markets and the defense sector; however, this is not a platform policy or technical change and has limited direct impact on the broader AdTech industry.
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Key Takeaways & Evidence Grounding
- Anduril is seeking a new funding round that would value the company at approximately $60 billion.
- The new round is reportedly led by Thrive Capital and Andreessen Horowitz, with Lux Capital and Founders Fund also expected to participate.
- Anduril closed a Series G in June that raised $2.5 billion at a $30 billion valuation.
- Bloomberg reported the new round could bring as much as $8 billion in capital.
- The fundraising comes amid U.S. government actions canceling contracts with Anthropic and threats from Secretary of Defense Hegseth to designate Anthropic as a supply-chain risk; Palmer Luckey publicly supported the government's stance.
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Anthropic Valued Higher Than OpenAI After $65B Round
Anthropic raised $65 billion in a new financing round, lifting its private valuation to about $965 billion and surpassing competitor OpenAI (valued at about $852 billion). The funding will be used to expand compute capacity and scale products such as the Claude chatbot. Amazon participated in the round and previously announced up to $25 billion in investment tied to a commitment by Anthropic to spend over $100 billion on Amazon cloud services over the next decade. Anthropic faces a legal dispute with the U.S. Department of Defense over restrictions on military use of its models; its unreleased model Mythos remains available only to select U.S. agencies and some companies.
Anthropic Secures $30 Billion, Valuation Soars to $380 Billion
Anthropic announced the close of a $30 billion funding round at a $380 billion post-money valuation. The round was led by Coatue and Singapore sovereign wealth fund GIC, with participation from D. E. Shaw Ventures, Dragoneer, Founders Fund, ICONIQ and MGX. Anthropic said the raise includes a portion of previously announced commitments from Microsoft (up to $5 billion) and Nvidia (up to $10 billion). The company reported annualized revenue of $14 billion (up from roughly $10 billion last year) and said Claude Code’s annualized revenue reached $2.5 billion. Anthropic plans to use the capital to expand infrastructure, research and enterprise-grade products; it also recently unveiled a new model, Claude Opus 4.6. The move follows similarly large rounds for OpenAI and reflects heavy capital flows into foundation-model AI development.
Anthropic $50B raise could value company at $900B+
Anthropic is soliciting investor allocations for a private financing expected to be roughly $50 billion and could close within two weeks, according to sources. The company has been targeting a valuation near $900 billion, and strong demand from investors could push the final price higher. Some earlier backers (notably those who invested in 2024 or earlier) are reportedly skipping this round and may wait to sell shares in an anticipated IPO later this year. Anthropic says its fundraising will support large-scale computing needs; the company recently reported an annual revenue run rate above $30 billion, with sources placing it closer to $40 billion. Anthropic’s prior round in February valued the company at $380 billion; at a $900 billion valuation it would exceed OpenAI’s recent $852 billion post-money mark.
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