据 WSJ 查阅的 Anthropic IPO 草案，其上半年收入从 11 亿美元增至 163 亿美元，增长近 15 倍，算力与基础设施支出从 23 亿美元升至近 90 亿美元。Anthropic 同时承担超过 6000 亿美元的未来算力承诺，其中 4500 亿美元为云合同且大多不可取消，另有 1500 亿美元仍在谈判中。作者认为其 2 万亿美元估值目标仍很现实。
WSJ 查阅的 IPO 草案显示 Anthropic 收入增速远快于算力支出，但未来算力承诺规模巨大。
Anthropic reportedly grew revenue nearly 15x while taking on more than $600B in future compute commitments.
WSJ reviewed a draft IPO prospectus:
- H1 revenue jumped from $1.1B to $16.3B. Compute and infrastructure spending rose from $2.3B to nearly $9B.
- Revenue is scaling much faster than compute costs.
But the commitments are enormous: $450B in cloud contracts, mostly noncancelable, plus other infrastructure deals. Another $150B is under negotiation.
They still aim for a $2t valuation. I think that's still very realistic.
Exclusive: Anthropic's draft IPO filing reveals red-hot growth, massive computing costs and an $80 billion net loss. Here are the highlights. https://on.wsj.com/3WmyWAR在 X 查看被引用的帖子
来源：Chubby♨️ · x.com