Anthropic weighs $50B raise at $900B valuation.

Bloomberg and TechCrunch report multiple preemptive offers to raise $40-50B, up from $380B in February. ARR has grown from $9B (end of 2025) to an estimated $30-40B in four months, with 1,000+ enterprise customers spending $1M+/year. Board decision expected at the May meeting. Whether or not you care about valuations, the ARR growth rate signals that Claude is winning enterprise adoption at an unusual pace.