India's AI Ambitions Rise as Anthropic Reports $14B Revenue Amid Market Shifts
February 15, 2026
OpenAI’s leader presents India as a rising AI powerhouse, backed by a national strategy, a skilled workforce, and programs like the IndiaAI Mission to expand computing capacity, support startups, and accelerate adoption across sectors for hundreds of millions of people.
Anthropic reports a roughly $14 billion annual revenue run rate, driven by strong demand for Claude and Claude Code in enterprise subscriptions and developer tools, with Claude Code revenue doubling and business subscriptions quadrupling since January.
Anthropic is teaming with non‑profit Pratham to pilot AI-based testing tools in schools and to expand digital learning access, while supporting Adalat AI for WhatsApp-based court updates and legal document summaries in local languages.
Investors are reminded to review risk disclosures for derivatives, including typical trader losses and transaction costs, for context.
Deployment risks for SaaS firms include tool consolidation, reduced need for multiple subscriptions, and a shift toward AI-driven, custom tool creation without coding.
Industry disruption is already reflected in stock movements, with notable AI/SaaS stock sell-offs ahead of broader enterprise adoption.
Authors note that results may improve with more advanced AI or robotics, but current data show gradual shifts in work organization and skill demand rather than widespread employment collapse.
Industry voices are split: some expect consolidation and pricing pressure for SaaS, while others highlight data advantages of Big Tech and a rapid wave of AI tool launches (60–70 tools daily).
The report describes a broader shift from labour-intensive IT services to AI-powered software platforms run by smaller teams, while leaving open whether this is a permanent change or a temporary phase.
The piece blends personal app rankings with practical usage notes, comparisons to services like Spotify, and cross-references to related articles for broader context.
AI-driven productivity can cut costs and boost demand for AI-enabled goods and services, suggesting disruption does not automatically mean fewer jobs.
Summary based on 94 sources
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Sources

TechCrunch • Feb 15, 2026
India has 100M weekly active ChatGPT users, Sam Altman says
Yahoo Finance • Feb 15, 2026
India has 100M weekly active ChatGPT users, Sam Altman says
