Anthropic季度收入跃升至17B，亏损比IPO增加
Anthropic PBC今天公布了S-1档案的最新版本，以备即将公开发布。
发布公司上周一的原始文件没有包含第三季度的财务结果。 Anthropic的新版本揭示在9月30日结束的三个月内创造了170亿美元的收入。 这比一年前增加了11倍多，但代表了四分之一以上增长的减速。 兹克 2Z的头条线路每季度增长47%，比三个月前的144%有所下降。
人工智能提供商面临来自开源模型，OpenAI Group PBC以及Google LLC等技术巨头的多面竞争。 Alphabet Inc.的最新型号为Gemini 4 Carbon，超越了Claude Opus 5.5跨越多个基准测试。
Anthropic在培训基础设施上投入大量资金，以保持领先竞争。 公司在第三季度收取了50亿美元的费用，因为计算硬件的需求高于预期，这就要求公司以高价购买硬件。 简便购买的硬件比Anthropic通常的容量承诺更昂贵
AI提供商还为其非现金雇员捐款匹配方案收取了20亿美元的费用。 这使得Anthropic在第三季度末损失了5.36亿美元的业务。 三个月前，它投入了9.74亿美元的业务收入。 Anthropic调整后的业务收入不包括基于股票的补偿和慈善捐款，每季度猛增3亿美元，达到25亿美元。
截至9月30日，该公司有8 954亿美元的未清基础设施承付款。 与Google有限责任公司和Broadcom公司签订的租约占了这笔金额的近三分之一。 4月，两家公司同意向Anthropic提供由搜索巨头的TPU芯片提供数千兆瓦的计算动力，Broadcom帮助设计。 AI提供商还拥有与Amazon.com公司，Oracle公司和SpaceX Technologies Corp.的计算交易，每家公司价值超过1000亿美元。
Anthropic计划不仅租用更多的计算能力，而且建立自己的数据中心。 公司的购买承诺从2025年底的550亿美元猛增到第三季度的约3,140亿美元。
除了新的财务数字之外，Anthropic订正的S-1档案还提供了它为减轻AI风险所做出的努力的最新情况。 根据该文件，该公司正在考虑“要求对目前由其模型自动完成的某些研究任务进行人文审查和批准”。 它相信，其模式不久将能够“戏剧性地”加速AI的发展。
Anthropic尚未透露计划透过公开募捐多少，根据彭博社的说法，该公司希望至少与SpaceX今年早些时候上市时所持有的862亿美元相匹配。 路透社报道说，Anthropic正在寻求价值为1.5万至2万亿美元的估值。
图片：Anthropic
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Anthropic’s quarterly revenue jumps to $17B, losses grow ahead of IPO
Anthropic PBC today published an updated version of the S-1 filing for its upcoming public offering.
The original document, which the company released last Monday, didn’t contain its third-quarter financial results. The new version reveals that Anthropic generated $17 billion in revenue during the three months ended Sept. 30. That’s more than 11 times more than what it made a year earlier, but represents a deacceleration in quarter-over-quarter growth. Anthropic’s top line grew 47% on a quarterly basis, down from 144% three months earlier.
The artificial intelligence provider faces multipronged competition from open-source models, OpenAI Group PBC and tech giants such as Google LLC. The Alphabet Inc.’s newest model, Gemini 4 Carbon, outperforms Claude Opus 5.5 across multiple benchmarks.
Anthropic is investing heavily in training infrastructure to stay ahead of the competition. The company took a $5 billion charge in the third quarter because demand for computing hardware was higher than expected, which required it to purchase hardware at a premium. Hardware bought on short notice is more expensive than Anthropic’s usual capacity commitments, which it books 12 to 18 months before they’re needed.
The AI provider also took a $2 billion charge in connection with its non-cash employee donation matching program. That left Anthropic with a $536 million operating loss at the end of the third quarter. Three months earlier, it posted $974 million in operating income. Anthropic’s adjusted operating income, which excludes stock-based compensation and charitable contributions, jumped by $300 million on a quarterly basis to $2.5 billion.
The company had $895.4 billion in outstanding infrastructure commitments as of Sept 30. Leases signed with Google LLC and Broadcom Inc. accounted for nearly a third of that sum. In April, the two companies agreed to supply Anthropic with several gigawatts of computing power powered by the search giant’s TPU chips, which Broadcom helped design. The AI provider also has computing deals with Amazon.com Inc., Oracle Corp. and SpaceX Technologies Corp. that are each worth more than $100 billion.
Anthropic plans to not only rent more computing capacity but also build its own data centers. The company’s purchase commitments jumped from $55 billion at the end of 2025 to about $314 billion in the third quarter.
Alongside the new financial figures, Anthropic’s revised S-1 filing provides an update about its efforts to mitigate AI risks. According to the document, the company is considering “to require human review and approval of certain” research tasks that are currently performed automatically by its models. It believes that its models will soon be capable of “dramatically” accelerating AI development.
Anthropic hasn’t yet disclosed how much it plans to raise through its public offering. According to Bloomberg, the company hopes to at least match the $86.2 billion that SpaceX pulled in when it listed its shares earlier this year. Reuters reported that Anthropic is seeking a valuation of $1.5 trillion to $2 trillion.
Image: Anthropic
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