Claude 背后的 AI 实验室 Anthropic 周一在一篇博客文章中表示,已秘密提交首次公开募股申请。
这家估值接近 1 万亿美元的公司,已向美国证券交易委员会提交了一份注册声明草案,拟进行首次公开募股。Anthropic 尚未列出股票数量或设定价格。Anthropic 表示,拟议的首次公开募股将取决于市场状况及其他因素。
此次提交申请距离 Anthropic 在 H 轮融资中筹集 650 亿美元、将其估值推高至 9650 亿美元不到一周。该轮融资由 Altimeter Capital、Dragoneer、Greenoaks、Sequoia Capital、Capital Group、Coatue 和 D1 Capital Partners 联合领投,在 IPO 预期下吸引了大批机构投资者和战略投资者。
Anthropic 的秘密提交正值本就白热化的 IPO 季,其中包括SpaceX 的首次公开募股,其目标估值达 2 万亿美元。SpaceX 寻求筹集超过 750 亿美元。
秘密提交 IPO 申请允许公司在不公开披露详细财务信息、风险或其他内部业务细节的情况下,开始为潜在的公开上市做准备。Anthropic 将在私下、不受公众审视的情况下评估此次 IPO。如果继续推进,Anthropic 将提交 S-1 注册文件,其中将包含有关公司财务状况、法律事项、风险以及谁持有最多投票权的详细拆解信息。
Anthropic 提交申请之际,其竞争对手 OpenAI 仍在持续融资,尤其是在 3 月完成了 1220 亿美元的一轮融资,投后估值达 8520 亿美元,并正在为自身的 IPO 做准备。OpenAI 预计将提交首次公开募股申请,这为一场 IPO 季拉开序幕,届时两大 AI 实验室将正面交锋,并考验市场对人工智能的决心与兴趣。
Anthropic 如今已是拿下顶级企业客户的 AI 巨头,但在大语言模型这一新兴领域,它曾一度被视为弱者。这家初创公司由前 OpenAI 员工于 2021 年创立,多年来一直被看作 OpenAI 及其 AI 聊天机器人 ChatGPT 的遥远竞争者。
凭借不断增强的能力以及对企服业务的专注,该公司吸引了投资者和客户。这转化为令人瞠目的营收增长。该公司最近表示,其营收年化运行率已超过 470 亿美元,高于 2025 年底的 90 亿美元。
随着 Anthropic 让 Mythos 模型更广泛地开放,这一营收增速可能会加快。Anthropic 在 4 月预览了 Mythos,但一直限制其访问权限——并警告软件开发者,该模型已发现数千个高危漏洞,需要先修复这些漏洞才能将其公开。
据 彭博社周一上午援引匿名消息人士报道,这家生成式 AI 实验室准备让欧盟网络安全机构获得 Mythos 的访问权限。
Anthropic, the AI lab behind Claude, has filed confidentially for an initial public offering, the company said in a blog post Monday.
The company, which is valued at close to $1 trillion, submitted a draft registration statement to the U.S. Securities and Exchange Commission for a proposed initial public offering. Anthropic has yet to list the number of shares or set the price. Anthropic said the proposed initial public offering will depend on market conditions and other factors.
The filing comes less than a week after Anthropic raised $65 billion in a Series H funding round that pushed its valuation to $965 billion. The round, which was co-led by Altimeter Capital, Dragoneer, Greenoaks, Sequoia Capital, Capital Group, Coatue, and D1 Capital Partners, attracted a bevy of institutional and strategic investors in anticipation of an IPO.
Anthropic’s confidential filing landed in an already white-hot IPO season that includes SpaceX’s initial public offering that is targeting a $2 trillion valuation. SpaceX is seeking to raise more than $75 billion.
A confidential IPO filing allows a company to begin preparing for a potential public offering without publicly disclosing detailed financial information, risks, or other internal business details. Anthropic will evaluate the IPO privately and without the critical eye of the public. If it follows through, Anthropic will file an S-1 registration document that will contain detailed information about the company’s financials, legal matters, risks, and a breakdown of who holds the most voting power.
Anthropic’s filing also comes as its rival OpenAI continues to raise funding, notably a $122 billion round in March at an $852 billion post-money valuation and prepares for its own IPO. OpenAI is expected to file for an initial public offering, setting the stage for an IPO season that will pit the two largest AI labs against each other and test the market’s resolve and interest in artificial intelligence.
Anthropic, now an AI powerhouse that has landed top-tier enterprise customers, was once considered an underdog in the emerging world of large language models. The startup was founded in 2021 by former OpenAI employees and was seen for years as a distant competitor to OpenAI and its AI chatbot, ChatGPT.
The company has drawn in investors and customers with growing capabilities and a focus on enterprise services. That has translated to eye-popping revenue growth. The company said recently that its revenue run-rate had surpassed $47 billion, up from $9 billion at the end of 2025.
That revenue growth rate could accelerate as Anthropic makes its Mythos model more widely available. Anthropic previewed Mythos in April but has kept access restricted — warning software developers that the model had discovered thousands of high-severity bugs that would need to be fixed before it could be made public.
The generative AI lab is poised to give the European Union’s cybersecurity agency access to Mythos, Bloomberg reported Monday morning, citing anonymous sources.