Anthropic has reportedly reached a $30 billion revenue run-rate, adding $11 billion in ARR in a single month driven by demand for Claude. The company also doubled its count of business customers spending over $1 million annually to more than 1,000 in less than two months. The author expresses a bullish sentiment toward AI-related tickers NVDA, AVGO, GOOGL, and MSFT based on this growth.