Tansu Yegen: Microsoft-backed private AI companies reach $2.09 trillion in value, led by Anthropic

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27.10.2026

Tansu Yegen: Microsoft-backed private AI companies reach $2.09 trillion in value, led by Anthropic — Microsoft-backed private AI firms hit $2.09T

Microsoft supports private artificial intelligence companies with a combined valuation of $2.09 trillion, according to a summary by Tansu Yegen. Anthropic holds the largest share at $965 billion, followed by OpenAI at $852 billion. Yegen adds that beyond Anthropic and OpenAI, Microsoft's investments extend to areas such as AI chips, voice agents, self-driving cars, and humanoid robots.

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Earlier, Yegen reported on OpenAI reaching a $50 billion annual revenue run rate, drawing increased investor attention to the firm's growth trajectory. Gartner has also projected $1 trillion in infrastructure spending on AI by 2026 and $6 trillion by 2030, according to a previous summary. Over $3.5 trillion in spending is estimated to be at risk, with 80% of enterprises expected to rely on AI infrastructure.

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