Rohan Paul· @rohanpaul_ai · X·· 2026-09-14AI 评分70
AI 导读
FT 报道 Anthropic 预计在计划 IPO 前实现连续第二个季度调整后运营盈利。其 Q2 收入超 $11.5B，为去年同季的 14 倍；截至 2026 年 7 月底 ARR 达 $65B。毛利率超 80%，但该数字不含模型训练成本及与 Amazon 等分销商的分成。
正文 · 原文
FT just reported Anthropic expects a second straight quarter of adjusted operating profit before its planned IPO.
Anthropic had already posted positive adjusted operating income in Q2 after revenue topped $11.5B, which is 14X the previoius quarter of last year.
ARR reached $65B by the end of July-26.
Its reported gross margin above 80%, but excludes model-training costs and revenue shared with distributors including Amazon, leaving major AI cost buckets outside that figure.
来源：Rohan Paul · x.com