据报道,Anthropic 第二季度营收激增至超过 115 亿美元。
Anthropic revenue reportedly jumps to more than $11.5B in second quarter

原始链接: https://www.cnbc.com/2026/08/15/anthropic-revenue-jumps-to-over-11point5-billion-in-q2-report.html

Anthropic 正经历爆发式增长,第二季度营收同比增长超过 14 倍,达到 115 亿美元以上。相较于去年同期 7.87 亿美元的营收,这一增长反映了该公司在竞争激烈的 AI 市场中影响力日益增强,特别是在企业客户和使用其 Claude 聊天机器人的开发者群体中。此外,该公司在该季度实现了经调整后的营业利润转正。 在 5 月份公布了 470 亿美元的年化营收运行率后,Anthropic 正准备最早于今年秋季进行备受瞩目的首次公开募股(IPO)。首席财务官 Krishna Rao 已开始进行初步的投资者会议,尽管尚未讨论具体估值。如果成功上市,将为该公司提供维持巨额基础设施成本、获取先进硬件以及扩展数据中心所需的雄厚资金。如果计划得以推进,Anthropic 将成为首批转型为上市公司的主要私营 AI 企业之一。

CNBC 最近的一篇报道称,Anthropic 的年化收入已超过 115 亿美元。在 Hacker News 上,这一数字引发了人们对该公司财务透明度和长期生存能力的强烈质疑。 评论者质疑泄露此类数据的动机,并指出作为一家私人公司,Anthropic 没有义务公布经审计的财务报表,这样做可能会带来不必要的法律责任。讨论的大部分内容集中在人工智能行业更广泛的可持续性上。批评者认为,数据中心所需的巨额资本支出无法被当前的利润率所证明,并将该行业描述为一个依赖虚高估值、在潜在首次公开募股(IPO)前向散户投资者抛售股票的投机泡沫。 相反,一些用户为这种增长进行了辩护,认为人工智能模型提供的价值足以证明高昂的订阅或 API 成本是合理的,而且计算限制将有利于资金充足的参与者。总的来说,该讨论反映了深刻的两极分化:一方将人工智能热潮视为不可避免的技术变革,而另一方则认为这是一个由债务驱动的叙事,旨在掩盖其缺乏根本盈利能力的事实。
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原文

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Anthropic's revenue surged more than 14-fold in the second quarter from a year earlier, Bloomberg News reported Friday, underscoring the rapid growth of the Claude chatbot maker as it prepares for a potential blockbuster initial public offering.

The AI company reported preliminary revenue of more than $11.5 billion for its latest completed quarter, up from $787 million in the same period last year and $4.73 billion in the first quarter of 2026, according to documents viewed by Bloomberg News.

Anthropic also posted positive adjusted operating income in the second quarter, according to the documents. The figures are preliminary and could still change, Bloomberg reported.

An Anthropic spokesperson did not immediately respond to a CNBC request for comment. 

The jump in revenue comes as Anthropic competes with OpenAI for corporate customers and has gained traction among professionals using its software for tasks including coding.

Anthropic said in May that its run-rate revenue crossed $47 billion, up from roughly $10 billion in revenue in all of 2025.

Anthropic's early meetings with prospective investors ahead of its potential IPO have been high-level and have not included discussions about specific financials or a valuation, sources told CNBC's David Faber on Thursday. Anthropic CFO Krishna Rao is leading the meetings, the sources said.

An IPO as soon as this fall could make Anthropic one of the first major private AI companies to tap public markets. That debut would unlock access to billions of dollars in additional capital, providing the immense financial runway required to fund escalating compute infrastructure costs, secure advanced hardware, and build specialized data centers.

Read the complete Bloomberg News article here.

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