Anthropic 第三季度营收 170 亿美元同比暴涨 11 倍，冲刺史上最大 IPO

IT House reported on November 2 that Anthropic PBC disclosed that its revenue in the third quarter as of September 30 was close to US$17 billion (IT House note: the current exchange rate is approximately 113.235 billion yuan), a surge of 11 times year-on-year. The market’s expectations for this AI laboratory’s record-breaking IPO have further increased. The company behind the Claude large model submitted documents to the U.S. Securities and Exchange Commission (SEC) on Monday local time, showing that in the three months to the end of September, it had a net loss of US$23.3 billion (approximately 155.198 billion yuan in current exchange rates); the net loss in the same period last year was US$12.1 billion (approximately 80.596 billion yuan in current exchange rates). Operating expenses soared to US$17.5 billion in this quarter (approximately 116.565 billion yuan at current exchange rate), a year-on-year increase of 292%. Documents show that the company has finalized committed expenditures totaling US$895 billion (approximately 5.96 trillion yuan at the current exchange rate), most of which will be used for computing power and infrastructure construction. Of this, approximately US$448 billion (approximately RMB 2.98 trillion at current exchange rates) is expected to be paid before the end of 2030, and approximately US$70 billion (approximately RMB 466.26 billion at current exchange rates) needs to be paid within the year to September 2027. Anthropic submitted its IPO application on October 26 and plans to complete the listing before the US Thanksgiving. According to people familiar with the matter, Anthropic’s target fundraising scale strives to reach or even exceed SpaceX’s previous IPO fundraising amount of US$86.2 billion (approximately 574.166 billion yuan at the current exchange rate). Bloomberg reported that the investment banks involved in the deal received feedback from investors: the reasonable valuation range recognized by everyone has been reduced to US$1.4 trillion-1.5 trillion (current exchange rate is approximately 9.33 trillion-9.99 US dollars)