Small print.
Wide open.

Table of Contents

•

Invest  in  Compute.  Compute  is  the  critical  input  that  enables  both  our  frontier  research  and  our 
ability to serve growing customer demand. Today, we partner with major hyperscalers and leading chip 
providers,  giving  us  diversified  access  to  compute  and  the  flexibility  to  adopt  new  hardware  as  it 
becomes  available.  We  intend  to  secure  further  compute  beyond  our  existing  commitments,  expand 
our own data center footprint to secure additional long-term compute, and improve the cost profile of 
our  compute  investments.  We  intend  to  continue  improving  compute  efficiency  by  expanding  our 
ability  to  orchestrate  workloads  across  our  multi-chip  compute  architecture  and  by  investing  in 
research  that  produces  further  algorithmic  advances,  compounding  the  efficiency  gains  we  have 
already achieved. 

• Advance Claude’s Intelligence, Capability, and Safety. Maintaining our leadership in frontier 
AI requires sustained investment in the research breakthroughs that drive each successive generation 
of  Claude  models.  We  plan  to  continue  advancing  Claude’s  core  intelligence  and  safety  in  tandem, 
expanding the frontier of what AI systems can reliably do—from extending the complexity and duration 
of autonomous work, to pioneering new ways AI can be applied across professional domains, such as 
software  development,  financial  services,  insurance,  healthcare,  life  sciences,  legal,  education,  retail 
and commerce, telecommunications, professional services, technology, and cybersecurity. As Claude’s 
capabilities  advance,  we  believe  it  will  address  entirely  new  categories  of  use,  resulting  in  deeper 
adoption and greater demand for our platform.

• Make  Claude  Available  Everywhere.  We  plan  to  continue  our  efforts  to  make  Claude’s 
intelligence  accessible  across  every  surface  where  work  happens.  Today,  customers  access  Claude 
through our own platform and applications, including Claude Code, Claude Cowork, Claude.ai, Claude 
Security, Claude Design, and Claude Science; through cloud marketplace integrations with AWS, GCP, 
and Azure; and through embedding in enterprise applications. We plan to expand these channels and 
reach new customers where they already work. As Claude appears across more of the surfaces where 
work happens, we expect our brand to strengthen, driving further adoption. 

• Drive  Adoption  Across  Existing  and  New  Customers.  We  intend  to  grow  our  direct  go-to-
market  and  Applied  AI  teams  to  deepen  enterprise  relationships,  build  custom  agentic  solutions  for 
complex deployments, and help customers expand Claude across their operations. We are focused on 
building a global brand that is synonymous with frontier AI that enterprises and prosumers trust to be 
reliable,  secure,  and  steerable.  We  intend  to  deepen  our  cloud  distribution  partnerships  and  expand 
the enablement of partner field teams to sell, deploy, and integrate Claude. We also plan to continue 
investing in our prosumer channel, where individual users often become internal advocates who pull 
Claude  into  their  organizations.  We  are  growing  our  ability  to  serve  international  customers  through 
the  expansion  of  regional  offices  and  partnerships,  and  we  expect  international  expansion  to  be  a 
meaningful driver of growth as global demand for AI accelerates. 

•

Extend the Frontier into New Markets. As frontier AI continues to advance, we see potential for 
it  to  accelerate  novel  discoveries  and  open  entirely  new  markets,  reaching  domains  from  healthcare 
and  life  sciences  to  robotics  and  the  physical  world. For  example,  in  the  life  sciences  sector,  where 
annual global pharmaceutical spend is expected to exceed $2 trillion in 2026, Claude is used in drug 
discovery and development by our customers, our biotechnology partners, and our own researchers.12 
We are building AI agents that support scientists at each stage of that process. To build the best tools 
for the industry, we have invested in deep life sciences expertise of our own, hiring industry experts, 
building  a  molecular  biology  lab,  acquiring  Coefficient  Bio,  and  partnering  with  industry  leaders. 
Beyond knowledge work, we believe frontier AI has the power to transform physical work. Advances in 
Claude’s general capabilities, together with our Model Hardware Standard, now allow it to operate lab 
and  manufacturing  equipment  such  as  microscopes,  liquid  handlers,  and  off-the-shelf  robotic  arms. 
We believe that compounding model capabilities will continue to unlock transformative opportunities 
across many other sectors of the global economy.

•

Pursue Strategic Transactions and Partnerships. We intend to selectively pursue acquisitions, 
investments,  and  strategic  partnerships,  including  ecosystem  partnerships  with  SIs,  consultants,  and 
data  platforms,  that  accelerate  our  mission,  expand  our  reach,  and  strengthen  our  competitive 

12 IQVIA Institute for Human Data Science, Global Medicine Use Trends 2026, February 2026.

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