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The Decoder· Maximilian Schreiner·· 12 天前精选82

Anthropic季度营收增长十二倍,净亏损达233亿美元

Anthropic grows revenue twelvefold but posts $23 billion loss

要点速览

据Bloomberg报道,Anthropic季度营收接近170亿美元,是一年前的十二倍,但175亿美元的运营成本超过营收,当季净亏损233亿美元,高于去年同期的121亿美元。公司将成本上升归因于锁定短期算力花费50亿美元,以及20亿美元的员工捐赠配捐。其更新后的招股书显示,算力与数据中心租约承诺达8950亿美元,而此次IPO预计募资约1000亿美元。

Why it matters

原文用季度营收、成本和净亏损的具体数字,呈现Anthropic在IPO前的算力投入压力

同一件事另外 3 家也报道了

  1. The Decoder··首发·当前阅读

    Anthropic季度营收增长十二倍,净亏损达233亿美元

  2. 36氪 · AI··+6 小时 44 分

    Anthropic三季度营收近170亿美元,净亏损扩大至233亿美元

    新增信息:36氪提到运营支出增长了292%。

  3. 量子位··+11 小时 15 分

    Anthropic更新招股书:Q3营收170亿美元,预警RSI逼近红线

  4. TechCrunch · AI··+24 小时 41 分

    Anthropic 仍面临计算成本的经济难题

    新增信息:TechCrunch 添加了计算成本占比升至收入的58%。

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正文 · 原文

Anthropic swings back to an operating loss ahead of its blockbuster IPO. According to Bloomberg, the company posted quarterly revenue of nearly $17 billion, twelve times what it brought in a year earlier. But operating costs of $17.5 billion outpaced that revenue, wiping out the profit Anthropic had reported the previous quarter, according to The Information. The net loss came in at $23.3 billion for the quarter, up from $12.1 billion a year ago.

Anthropic pointed to two main drivers behind the cost spike: $5 billion for short-term compute capacity it locked in and $2 billion in employee donation matching. The company has been grappling with a compute crunch since late last year. According to the New York Times, it has since signed dozens of deals with Amazon, Google, SpaceX, chipmakers, and former crypto miners. Anthropic is expected to have access to more than 3.5 gigawatts of power this year and plans to double that next year.

All told, the company's updated prospectus shows $895 billion in commitments for compute and data center leases. Those costs add pressure on the IPO, which could raise around $100 billion, the New York Times reports. Up to $3.5 billion of that is expected to come from Japanese investors.

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来源: The Decoder · the-decoder.com