Anthropic may have made as much as $2.3 billion from customers it later found violated Claude's rules.
In the first nine months of 2026, customers who violated the cloud usage rules could bring Anthropic from $1.66 to $2.33 billion, Vadomosti calculated. In documents submitted before the publication, the company stated that payments from such customers constituted 5-7% of its revenues during this period.
Anthropic explained that detecting breaches and verifying accounts takes time - until the company limits or blocks access, payments from such customers continue to be counted as revenue.
The company did not specify which violations and which countries these revenues came from. Among the signs of possible violations, Anthropic cited the resale of access without permission and the use of cloud from countries where the service is not officially available, including Russia, China and Iran.
As Vedomosti notes, Anthropic ramped up checks in August and September, and in October, Russian users faced massive account bans.
According to experts interviewed by Vedomosti, blocking increases the demand for the services of intermediaries who resell access to the cloud - while their customers can lose access without warning and usually cannot check which servers their requests go through.