Anthropic’s US revenue from Chinese users falls 30%

Chinese user traffic and revenue from Anthropic’s Claude Code in the US will decline at least 30% by Q1 2027 due to stricter access barriers and Alibaba’s internal ban. Regulatory scrutiny and competitor tool adoption in China will amplify this drop.

adoption · Prediction Market

Implied probability (Yes)

72%

Closes

2027-03-31

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