Charting the trillion-dollar TAM wars

Source: www.ft.com · Section: business-tech · Bias: Center · Published: Wed, 26 Aug 2026 16:16:41 GMT

Anthropic’s $30tn total addressable market estimate is unbelievable because it’s meant to be

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The same story across the political spectrum (7 sources)

Left: OpenAI had warnings before its agents broke out — www.axios.com
Left: Salesforce, Anthropic expand partnership as Benioff responds to ‘SaaSpocalypse’ concerns — www.cnbc.com
Center: Salesforce’s stock gets an Anthropic boost — and more highlights from earnings — www.marketwatch.com
Center: Anthropic agrees $45bn AI data centre deal with UK start-up Nscale — www.ft.com
Center: Salesforce stock jumps 12% on AI growth and Anthropic investment gain — www.cnbc.com
Center: Anthropic and Nscale strike $45 billion cloud deal, sources say — www.cnbc.com

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