Tony Kim Jan 31, 2026 21:00
Anthropic releases Claude Opus 4.5 with frontier coding and agent capabilities as company raises 2026 revenue forecast 20% amid major government partnerships.
Anthropic has unveiled Claude Opus 4.5, positioning it as the world’s leading model for coding, autonomous agents, and computer use—a release that underscores the accelerating competition among AI heavyweights for enterprise dominance.
The November 2025 launch followed Claude Sonnet 4.5 in September, which the company claimed set new benchmark records in coding, reasoning, and computer use while being their “most aligned model” to date. Both releases came bundled with the Claude Agent SDK, giving developers tools to build autonomous AI systems.
Enterprise Momentum Building
The model releases coincide with aggressive commercial expansion. On January 28, ServiceNow announced it would use Claude to power customer applications and boost internal productivity. A day earlier, Anthropic secured a partnership with the UK Government to bring AI assistance to GOV.UK services—a significant validation for the company’s safety-first approach.
That enterprise traction appears to be paying off. Reports from January 28 indicate Anthropic has hiked its 2026 revenue forecast by 20%, building on projected revenue of $55 billion for 2027 according to earlier company disclosures.
Valuation and Investment Context
The company’s September 2025 Series F round valued Anthropic at $183 billion post-money, backed by strategic investments from Amazon and Google. For context, tokenized Anthropic stock traded at $384.36 as of January 31, down 4.61% over 24 hours—though such instruments don’t reflect the private company’s actual equity structure.
Founded in 2021 by former OpenAI employees including siblings Dario and Daniela Amodei, Anthropic has differentiated itself through “Constitutional AI”—a framework designed to make models more interpretable and aligned with human values. That safety positioning appears increasingly attractive to governments and regulated industries wary of AI’s risks.
What Traders Should Watch
The government partnerships signal a potential moat in regulated sectors where safety credentials matter. With Opus 4.5’s focus on “token efficiency,” Anthropic is also attacking the cost problem that limits enterprise AI deployment at scale. The raised revenue forecast suggests enterprise adoption is accelerating faster than anticipated—a trend worth monitoring as AI spending data emerges through Q1 2026.
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