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截至2026年3月,Anthropic PBC 的年化营收运行率接近200亿美元($20 billion),并已超过190亿美元($19 billion)。此数值由2025年底的90亿美元($9 billion)上升,增幅约111%,且较数周前约140亿美元($14 billion)再升约36%。成长动能主要来自其 AI 模型与产品的采用扩大,尤其是程式开发工具 Claude Code。

公司目前估值为3,800亿美元($380 billion),但其高成长同时遭遇政策冲击。美国国防部长 Pete Hegseth 将 Anthropic 列为供应链风险,此类标签通常用于美国视为对手国家的企业。该决定发生于双方就监控与自主武器用途的 AI 安全限制争执之后,可能切断 Anthropic 的美国政府销售,并波及众多其他企业合作。

前白宫顾问 Dean Ball 将此举称为「attempted corporate murder」,Anthropic 则称其「legally unsound」并准备提起司法挑战。中长期而言,该风险标签对其核心企业软体业务的实际影响仍不确定;然而,面向一般用户的动能仍在上升,其主要应用程式近期登上 Apple 下载排行榜首位,显示在与 Pentagon 争端期间仍出现用户支持增长。

As of March 2026, Anthropic PBC’s annualized revenue run rate is near $20 billion and has already exceeded $19 billion. That level rose from $9 billion at the end of 2025, an increase of about 111%, and climbed roughly 36% again from about $14 billion a few weeks earlier. The growth was mainly driven by broader adoption of its AI models and products, especially the coding tool Claude Code.

The company is currently valued at $380 billion, but its rapid expansion is now paired with policy shock. Defense Secretary Pete Hegseth designated Anthropic a supply-chain risk, a label usually applied to firms from countries the US treats as adversaries. The decision followed a dispute over AI safeguards for surveillance and autonomous weapons, and it may cut off Anthropic’s US government sales while affecting partnerships with many other firms.

Former White House adviser Dean Ball called the move “attempted corporate murder,” while Anthropic called it “legally unsound” and said it is prepared to challenge it in court. Over the medium to long term, the real effect on its core enterprise software business remains uncertain; however, consumer traction is still rising, with its main app recently reaching the top of Apple’s download chart, indicating growing user support during the Pentagon conflict.

2026-03-05 (Thursday) · 39efbe4660d6426bad1ddd3fefbd4acfed8d117c