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The Decoder:AI News· Maximilian Schreiner·· 3 小时前精选AI 评分77

Anthropic 季度营收增长十二倍至近 170 亿美元,但净亏损达 233 亿美元

Anthropic grows revenue twelvefold but posts $23 billion loss

AI 导读

据 Bloomberg 与 The Information,Anthropic 该季度营收近 170 亿美元,为一年前的十二倍,但运营成本达 175 亿美元,季度净亏损 233 亿美元,高于去年同期的 121 亿美元。

推荐理由

原文汇总多家媒体信源,把 Anthropic 营收激增与巨额亏损、算力承诺和 IPO 压力放在同一语境下呈现。

正文 · 原文

Maximilian Schreiner

Nov 2, 2026

Anthropic swings back to an operating loss ahead of its blockbuster IPO. According to Bloomberg, the company posted quarterly revenue of nearly $17 billion, twelve times what it brought in a year earlier. But operating costs of $17.5 billion outpaced that revenue, wiping out the profit Anthropic had reported the previous quarter, according to The Information. The net loss came in at $23.3 billion for the quarter, up from $12.1 billion a year ago.

Anthropic pointed to two main drivers behind the cost spike: $5 billion for short-term compute capacity it locked in and $2 billion in employee donation matching. The company has been grappling with a compute crunch since late last year. According to the New York Times, it has since signed dozens of deals with Amazon, Google, SpaceX, chipmakers, and former crypto miners. Anthropic is expected to have access to more than 3.5 gigawatts of power this year and plans to double that next year.

All told, the company's updated prospectus shows $895 billion in commitments for compute and data center leases. Those costs add pressure on the IPO, which could raise around $100 billion, the New York Times reports. Up to $3.5 billion of that is expected to come from Japanese investors.

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来源:The Decoder:AI News · the-decoder.com