Anthropic PBC推出十个面向金融服务流程的新AI智能体，涵盖为客户会议起草路演稿件、审查财务报表，以及将案件转交合规审查等功能。该发布明确标志其从AI代码工具领导者向银行、保险、资产管理和金融科技全面扩张，以争夺华尔街工作的市场份额。市场最初反应偏空：FactSet Research Systems股价下跌8.1%，Morningstar先前涨幅被抹去并继续下跌超过3%，此外S&P Global与Moody’s也出现明显抛售。

Anthropic认为金融领域的AI应用仅比其最成熟的编码应用滞后几个月，而后者正经历显著加速。Dario Amodei指出，商业化推进的瓶颈不在模型能力，而在于全球扩散到企业应用的速度。公司表示已有超过300,000家商业客户在使用其技术进行部分自动化；2月其为投资分析、股票研究、私募股权与财富管理推出了插件，并发布据称更擅长金融研究的新模型。

Anthropic还将Claude扩展到第三方软件，如Excel、PowerPoint和Outlook，并接入Dun & Bradstreet与Moody’s等金融行业伙伴数据；同时与Blackstone、Hellman & Friedman及Goldman Sachs建立新合资公司，放大落地能力。OpenAI同样推出了约10亿美元的类似计划，两者均为直接竞争对手。Anthropic据报正评估新一轮融资，估值可能突破9000亿美元，有望超越OpenAI；与之同步，双方都在扩建芯片和数据中心投入，Jamie Dimon认为在AI基础设施投入快速扩张下，区分赢家和输家并不容易。

Anthropic PBC introduced ten new AI agents for financial-services workflows, including drafting client pitch decks, reviewing financial statements, and routing compliance cases. The launch marks a move from AI-coding leadership into banking, insurance, asset management, and fintech, signaling a bid for Wall Street workflow share. Market reaction was initially negative: FactSet Research Systems shares fell 8.1%, Morningstar erased earlier gains and fell more than 3%, and both S&P Global and Moody’s also saw notable selling pressure.

Anthropic argues that financial AI is only a few months behind its strongest coding applications, which it says are now accelerating rapidly. Dario Amodei said commercialization is hindered not by model capability, but by slower global deployment and diffusion. The company said it has more than 300,000 business customers using its tools for partial automation. In February it launched financial-analysis plugins for investment analysis, equity research, private equity, and wealth management, and also released a model it says is stronger in financial research.

Anthropic is expanding deployment further by enabling Claude across third-party software such as Excel, PowerPoint, and Outlook and by connecting to partners like Dun & Bradstreet and Moody’s, while forming a new joint venture with Blackstone, Hellman & Friedman, and Goldman Sachs to scale rollout. OpenAI has a similar roughly US$10 billion plan and remains a direct rival. Anthropic is also reportedly evaluating a new funding round at a valuation above US$900 billion, potentially above OpenAI, while both firms ramp spending on chips and data centers, and Jamie Dimon said AI infrastructure growth makes it hard to identify winners.