Anthropic 由前 OpenAI 研究人员于 2021 年创立，随著其规划大规模资料中心扩张，并准备最早可在今年进行首次公开募股（IPO），在新一轮融资中募集了 $30bn。该轮融资使这家 Claude 开发商的融资前估值达到 $350bn，使其得以持续与包括 Google、Meta 和 OpenAI 在内的大型 AI 竞争对手竞争。
Anthropic 表示其收入年化运行率为 $14bn，其中约 80 per cent 来自企业客户，反映其以企业为重心的策略。它声称有超过 500 家客户每家每年在其工作场所工具上支出超过 $1mn，并称自今年开始以来，Claude Code 的企业订阅量已成长至原来的四倍；Claude Code 于去年推出，被描述为软体工程师的主要编码工具，支援针对既有公司程式码库进行任务规划与执行。
这笔融资包含去年年底宣布的 Microsoft 与 Nvidia 提供的 $15bn 承诺中的一部分，但 Anthropic 未披露金额；其余部分据报被超额认购数倍。在此过程中，Anthropic 将其募资目标提高了 $10bn。竞争压力依然激烈：据称 OpenAI 正在洽谈一轮可能超过 $100bn 的融资，并已推出名为 Codex 的编码代理；两家公司也在争夺研究人员与晶片。基础设施支出对比鲜明：据报 OpenAI 承诺在未来 8 years 于算力上投入远超 $1tn，而 Anthropic 表示将利用新资本推动基础设施扩张，并已聘请 Wilson Sonsini 启动 IPO 准备工作。
Anthropic, founded in 2021 by ex-OpenAI researchers, raised $30bn in a new funding round as it plans a major data-centre expansion and prepares for an initial public offering as early as this year. The round values the Claude maker at a $350bn pre-money valuation, positioning it to keep competing with large AI rivals including Google, Meta, and OpenAI.
Anthropic says it has a $14bn revenue run rate, with about 80 per cent coming from enterprise customers, reflecting its business-focused strategy. It claims more than 500 customers each spend over $1mn per year on its workplace tools, and that business subscriptions to Claude Code have quadrupled since the start of this year; Claude Code launched last year and is described as a primary coding tool for software engineers, supporting task planning and execution against existing company codebases.
The funding includes part of a $15bn Microsoft and Nvidia commitment announced late last year, though Anthropic did not disclose the amount, and the rest of the round was reported to be several times subscribed; during the process, Anthropic raised its funding target by $10bn. Competitive pressure remains intense: OpenAI is said to be discussing a round that could exceed $100bn and has launched a coding agent called Codex, while both companies are competing for researchers and chips; infrastructure spending contrasts sharply, with OpenAI reportedly committing well over $1tn on compute over the next 8 years, while Anthropic says it will use the new capital to power infrastructure expansion and has hired Wilson Sonsini to start IPO preparations.