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Chubby♨️· @kimmonismus · X·· 3 小时前精选AI 评分74
AI 导读

Anthropic 的 IPO 文件显示,Q2 运营利润 9.74 亿美元、营收 116 亿美元,同比增长 1368%;上半年营收 163 亿美元,约为上年同期的 14 倍,运营现金流为正 39 亿美元。

推荐理由

作者梳理 Anthropic IPO 文件中的营收、利润与算力支出数字,读者可据此判断其财务结构与算力投入规模。

正文 · 原文

Digging through Anthropics filing, and their numbers are crazy. One of the biggest winner is SpaceXSI:

- Anthropic’s IPO filing shows $974M in Q2 operating profit on $11.6B in revenue, up 1,368% year over year.

- First-half revenue reached $16.3 billion, roughly 14x the previous year. Operating cash flow was positive at $3.9 billion.

- Anthropic also disclosed up to $120.5B in spending on NVIDIA-powered compute through SpaceXAI, under agreements extending into 2029.

The $80.7 billion first-half net loss included $81.1 billion in non-cash charges tied to financial instruments. Reading that headline as cash burn badly misrepresents the business.

Looking very very good for Anthropic.

来源:Chubby♨️ · x.com