Anthropic 上半年营收增至 163 亿美元，附带超 6000 亿美元算力承诺
Anthropic 招股书草案曝光了：半年营收从 11 亿涨到 163 亿美元，但背着 6000 多亿算力合同，这账到底划不划算，文章算得很清楚。
WSJ 审阅的 Anthropic 招股书草案显示，其上半年营收从 11 亿美元增至 163 亿美元，接近 15 倍增长。同期算力与基础设施支出从 23 亿美元升至近 90 亿美元，收入增速快于算力成本。公司已签署 4500 亿美元云合同（大多不可撤销），另有 1500 亿美元在谈判中。Anthropic 计划以 2 万亿美元估值进行 IPO。
Anthropic reportedly grew revenue nearly 15x while taking on more than $600B in future compute commitments.
WSJ reviewed a draft IPO prospectus:
- H1 revenue jumped from $1.1B to $16.3B. Compute and infrastructure spending rose from $2.3B to nearly $9B.
- Revenue is scaling much faster than compute costs. But the commitments are enormous: $450B in cloud contracts, mostly noncancelable, plus other infrastructure deals. Another $150B is under negotiation.
They still aim for a $2t valuation. I think that's still very realistic.
