Anthropic 传 Q3 营收 168 亿美元，CoreWeave 2032 债券跌破 80 美分
Same day: Anthropic reportedly told investors Q3 revenue was $16.8B, while CoreWeave's 2032 bonds fe...
Anthropic 传出 Q3 营收 168 亿美元，CoreWeave 债券却跌破 80 美分，AI 钱在搬家，值得看看这两个数。
据媒体报道，Anthropic 向投资者透露 Q3 营收达 168 亿美元。同一天，CoreWeave 的 2032 年到期债券价格跌破 80 美分。两条消息叠加，指向资金正从数据中心环节转向模型公司本身。该分析基于 Alan Walker 的文章，并注明不构成投资建议。
Same day: Anthropic reportedly told investors Q3 revenue was $16.8B, while CoreWeave's 2032 bonds fe...
Same day: Anthropic reportedly told investors Q3 revenue was $16.8B, while CoreWeave's 2032 bonds fell below 80 cents. (in Chinese) The thesis: AI money is moving from the data center to the model. Based on Alan Walker's article. Not investment advice; made with Claude. Your browser does not support the video tag. 🔗 View on Twitter 💬 2 🔄 0 ❤️ 1 👀 751 📊 2 ⚡
