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Sources say that Anthropic's net loss in the first half of this year exceeded $80 billion, and the IPO valuation was scrutinized by investors消息称 Anthropic 今年上半年净亏损超 800 亿美元,IPO 估值遭投资者审视

IT House October 21st news, according to the "Wall Street Journal" local time on Tuesday, Anthropic's net loss in the first half of the year exceeded $80 billion (IT House note: the current exchange rate is about 535.493 billion yuan), while releasing the signal: the future...

IT之家 10 月 21 日消息,据《华尔街日报》当地时间周二报道,Anthropic 上半年净亏损超过 800 亿美元 (IT之家注:现汇率约合 5,354.93 亿元人民币) ,同时释放信号:未来…

2026年10月21日 发布 · 1 分钟阅读 · 免费
消息称 Anthropic 今年上半年净亏损超 800 亿美元,IPO 估值遭投资者审视

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IT House October 21st news, according to the "Wall Street Journal" local time on Tuesday, Anthropic's net loss in the first half of the year exceeded $80 billion (IT House note: the current exchange rate is about 535.493 billion yuan), while releasing the signal that up to $750 billion (the current exchange rate is about 5.02 trillion yuan) may be invested in the next few years to expand computing power resources. The report quoted a draft IPO prospectus as saying that the company lost $13 billion in the same period last year (the current exchange rate is about 87.018 billion yuan), and the loss increased significantly, mainly due to the accounting loss of $72 billion (the current exchange rate is about 481.944 billion yuan), which is related to the change in the value of financial instruments issued by Anthropic for financing. This data shows the high cost of the AI race, while investors are more cautiously examining whether the huge amount of money companies put into chips and data centers will pay off. The Wall Street Journal said that in the six months to June 30, Anthropic's revenue soared from $1.1 billion (current exchange rate of about 7.363 billion yuan) in the same period last year to $16.3 billion (current exchange rate of about 109.107 billion yuan), while investment in artificial intelligence infrastructure almost quadrupled to nearly $9 billion (current exchange rate of about 60.243 billion yuan). Anthropic IPO valuation under scrutiny Reuters reported in September based on its IPO prospectus that Anthropic had a net loss of $42 billion in 2025 (current exchange rate of about 281.134 billion yuan). The company's growth has benefited from the popularity of Claude Code, a programming assistant for developers to write software and build apps. Four people familiar with the matter told Reuters that after the Anthropic Investor Day event last week, some existing investors and potential investors began to consider downgrading the valuation of the AI company after seeing the latest financial disclosure. At the event in San Francisco, investors discussed a valuation of about $1.5 trillion (current exchange rate of about 10.04 trillion yuan), according to three people familiar with the matter, which was significantly downgraded from the previously expected November stock sale of about $2 trillion (current exchange rate of about 13.39 trillion yuan). Anthropic told investors at the meeting that the company's third-quarter revenue rose 45% month-on-month to $16.8 billion (current exchange rate is about 1,124. 5.4 billion yuan) and was profitable on an adjusted basis during the quarter. A cold Anthropic IPO could weigh on the broader AI market. Before rival OpenAI is expected to go public next year, investors generally believe that the short-term outlook for the AI industry depends largely on the success of the IPO.

中文

IT之家 10 月 21 日消息,据《华尔街日报》当地时间周二报道,Anthropic 上半年净亏损超过 800 亿美元 (IT之家注:现汇率约合 5,354.93 亿元人民币) ,同时释放信号:未来数年可能投入高达 7,500 亿美元 (现汇率约合 5.02 万亿元人民币) ,用于扩充算力资源。 报道援引一份首次公开募股(IPO)招股书草案称,去年同期该公司亏损为 130 亿美元 (现汇率约合 870.18 亿元人民币) ,本次亏损大幅增加,主要源于 720 亿美元 (现汇率约合 4,819.44 亿元人民币) 会计损失,这笔费用和 Anthropic 为融资而发行金融工具的价值变动有关。 这些数据展现出人工智能竞赛的高昂成本,与此同时投资者也在更加审慎地审视企业投入芯片与数据中心的巨额资金能否获得回报。 《华尔街日报》表示,截至 6 月 30 日的半年内,Anthropic 营收从去年同期的 11 亿美元 (现汇率约合 73.63 亿元人民币) 飙升至 163 亿美元 (现汇率约合 1,091.07 亿元人民币) ,人工智能基础设施投入则几乎翻至原来四倍,达到近 90 亿美元 (现汇率约合 602.43 亿元人民币) 。 Anthropic IPO 估值遭受审视 路透社早在 9 月就依据其 IPO 招股书报道,Anthropic 2025 年净亏损 420 亿美元 (现汇率约合 2,811.34 亿元人民币) 。 该公司的增长受益于 Claude Code 的热度,这款编程助手可供开发者编写软件、搭建应用。 四名知情人士向路透社透露,在上周 Anthropic 投资者日活动结束后,部分现有投资者与潜在投资者,在看到最新财务披露后,开始考虑下调这家 AI 企业的估值。 其中三名知情人士称,这场在旧金山举办的活动上,投资者讨论的估值大约为 1.5 万亿美元 (现汇率约合 10.04 万亿元人民币) ,相比此前预期的 11 月股票发售约 2 万亿美元 (现汇率约合 13.39 万亿元人民币) 估值,出现明显下调。 Anthropic 在会上向投资者表示,公司第三季度营收环比大涨 45%,达到 168 亿美元 (现汇率约合 1,124.54 亿元人民币) ,且该季度在调整后口径下实现盈利。 Anthropic IPO 若遇冷,可能会对更广泛的 AI 市场造成压力。在竞争对手 OpenAI 预计于明年上市之前,投资者普遍认为 AI 行业短期前景很大程度取决于本次 IPO 能否成功。

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