Anthropic 已告知投资者，公司将实现连续第二个季度盈利，但这一说法基于一项调整后的指标，其中未计入股权激励等成本。据Financial Times报道，其毛利率超过 80%，不过该数字还未扣除支付给 Amazon 等合作伙伴的分成以及训练模型的成本。
季度营收同比增长 14 倍，达到 115 亿美元，且截至 7 月底，年化收入运行率已达 650 亿美元。SemiAnalysis 分析师 Joey Brookhart 表示，投资者预计到今年年底年化收入将达到 1200 亿美元，到 2027 年底将接近这一数字的三倍。
Anthropic 计划在纳斯达克上市，估值可能达到 2 万亿美元或更高。该公司并未如预期在上周发布招股说明书，而是首先只向一小群投资者分享了相关文件。与此同时，CEO Dario Amodei 公开呼吁放慢 AI 发展。OpenAI CEO Sam Altman 和 Elon Musk [对这一呼吁表示支持。Altman 告诉 Fortune，OpenAI 今年不会上市。
Anthropic has told investors it will turn a profit for the second straight quarter, but the claim rests on an adjusted metric that leaves out costs like stock-based compensation. Gross margins run above 80 percent, according to the Financial Times, though that figure comes before revenue-sharing payments to partners like Amazon and the cost of training models.
Quarterly revenue jumped 14-fold from a year earlier to $11.5 billion, and the annualized run rate hit $65 billion at the end of July. SemiAnalysis analyst Joey Brookhart says investors expect $120 billion in annualized revenue by year's end and nearly triple that by the close of 2027.
Anthropic plans to go public on the Nasdaq at a possible valuation of $2 trillion or more. Rather than release its prospectus last week as expected, the company shared the documents with only a small group of investors at first. At the same time, CEO Dario Amodei publicly called for slowing down AI development. OpenAI CEO Sam Altman and Elon Musk backed the call. Altman told Fortune that OpenAI won't go public this year.