Anthropic raises $65 billion, nears $1T valuation ahead of IPO
Anthropic raises $65 billion, nears $1T valuation ahead of IPO
Anthropic 融资 650 亿美元，IPO 前估值逼近 1 万亿美元
Anthropic has snagged $65 billion in funding at a $965 billion post-money valuation in its latest funding round, marking what could be the AI startup’s last private fundraising before debuting on the public markets. Anthropic 在最新一轮融资中筹集了 650 亿美元，投后估值达到 9650 亿美元。这标志着这家人工智能初创公司在公开上市前，可能进行的最后一轮私募融资。
The Series H round was co-led by Altimeter Capital, Dragoneer, Greenoaks, Sequoia Capital, Capital Group, Coatue, D1 Capital Partners, and others. Institutional investors including Baillie Gifford, Blackstone, Brookfield, D.E. Shaw Ventures, DST Global, and Fidelity Management & Research participated in the round. Strategic infrastructure partners, including Samsung, SK Hynix, and Micron, also joined the round. 本轮 H 轮融资由 Altimeter Capital、Dragoneer、Greenoaks、红杉资本（Sequoia Capital）、Capital Group、Coatue、D1 Capital Partners 等机构共同领投。Baillie Gifford、黑石集团（Blackstone）、Brookfield、D.E. Shaw Ventures、DST Global 以及富达管理研究公司（Fidelity Management & Research）等机构投资者也参与了本轮融资。此外，三星、SK 海力士（SK Hynix）和美光（Micron）等战略基础设施合作伙伴也加入了投资行列。
A portion of the round — $15 billion — is also made up of previously committed investments from hyperscalers, including $5 billion from Amazon announced in April. TechCrunch reported last month that Anthropic was close to closing a $50 billion round, with investors clamoring to get on the cap table. One institutional investor had even pledged as much as $5 billion just to get a meeting with Anthropic CFO Krishna Rao. 本轮融资中，有 150 亿美元来自超大规模云服务商此前承诺的投资，其中包括亚马逊在 4 月份宣布的 50 亿美元。TechCrunch 上个月曾报道称，Anthropic 即将完成一轮 500 亿美元的融资，投资者纷纷争抢入场份额。甚至有一位机构投资者为了能与 Anthropic 首席财务官 Krishna Rao 会面，承诺投入高达 50 亿美元。
Anthropic plans to use the new funds to “advance our safety and interpretability research, expand compute to meet growing demand for Claude, and scale the products and partnerships our customers rely on.” Anthropic 计划利用这笔新资金“推进我们在安全性和可解释性方面的研究，扩大计算能力以满足对 Claude 不断增长的需求，并扩展客户所依赖的产品与合作伙伴关系。”
The round comes the same day that Anthropic released its new Claude Opus 4.8 model, which touts better capabilities in agentic tasks, advanced coding, and focus on honesty and self-correction. The AI startup is also reportedly planning to more widely launch models that are on par with its powerful cybersecurity model Mythos, which it has only released in limited fashion due to potential safety concerns. 本轮融资宣布的当天，Anthropic 正式发布了全新的 Claude Opus 4.8 模型。该模型在智能体任务、高级编程方面表现更佳，并强调了诚实性和自我纠错能力。据报道，这家 AI 初创公司还计划更广泛地推出与其实力强大的网络安全模型 Mythos 同等水平的模型；此前由于潜在的安全顾虑，Mythos 仅进行了有限度的发布。
The company has seen increased growth since its last funding round, particularly among enterprise customers that rely on Claude Code. The company said its run rate revenue crossed $47 billion earlier this month, and The Wall Street Journal recently reported that the startup expects a 130% revenue surge to bring it to its first operating profit. 自上一轮融资以来，该公司实现了显著增长，特别是在依赖 Claude Code 的企业客户群体中。公司表示，其本月初的年化收入已突破 470 亿美元。《华尔街日报》近期报道称，该公司预计收入将激增 130%，从而实现首次运营盈利。
“Claude’s latest advancements have driven large-scale adoption among the world’s most demanding organizations. This momentum positions Anthropic to lead the next phase of AI innovation and capture the enormous opportunity ahead,” said Brad Gerstner, founder and CEO of Altimeter Capital. Altimeter Capital 创始人兼首席执行官 Brad Gerstner 表示：“Claude 的最新进展推动了全球最严苛组织的大规模采用。这种势头使 Anthropic 有能力引领下一阶段的人工智能创新，并抓住未来的巨大机遇。”
Anthropic has been in tight competition with OpenAI for fundraising and user growth in advance of their respective IPOs. OpenAI last raised a whopping $122 billion round in March at an $852 billion post-money valuation. Elon Musk’s SpaceX — which merged with xAI earlier this year — is targeting a $2 trillion valuation in its pending IPO, and seeking to raise more than $75 billion. 在各自 IPO 之前，Anthropic 一直在融资和用户增长方面与 OpenAI 进行激烈竞争。OpenAI 在 3 月份完成了高达 1220 亿美元的融资，投后估值为 8520 亿美元。埃隆·马斯克的 SpaceX（今年早些时候与 xAI 合并）正计划在即将进行的 IPO 中寻求 2 万亿美元的估值，并计划筹集超过 750 亿美元。