WSJ：大投资者希望 Anthropic IPO 估值定在 1.5 万亿至 1.6 万亿美元
据 WSJ 报道，大投资者希望 Anthropic 的 IPO 估值定在 1.5 万亿至 1.6 万亿美元区间，低于数月来讨论的近 2 万亿美元。修订后的招股书显示，Anthropic 第三季度营收为 170 亿美元，高于此前的 116 亿美元，但支出增长更快，使 9.74 亿美元的运营利润转为运营亏损。
Rohan Paul· @rohanpaul_ai · X·2026-11-03 07:40· 34 分钟前AI 评分74
AI 导读
据 WSJ，大投资者希望 Anthropic 的 IPO 估值定在 1.5 万亿至 1.6 万美元区间，低于数月来讨论的近 2 万亿美元。
正文 · 原文
WSJ: Big investors want Anthropic’s IPO priced at $1.5T to $1.6T, below the nearly $2T discussed for months.
Some floated $1.5T after its October investor day, and last week’s double-digit falls in Alphabet and Intel hardened that view.
specially after Anthropic's amended prospectus that shows Q3 revenue of $17B, up from $11.6B, but expenses rose faster, turning a $974M operating profit into an operating loss.
That loss stems mainly from $5B of compute bought on short-term terms, which costs significantly more than multiyear contracts.
The longer-term bill is far larger: commitments total about $895.4B, almost all for compute and infrastructure, with $447.5B expected before 2031.
Some investors trust finance chief Krishna Rao to price low enough for a first-day jump that could lift a $1.5T debut to $2T.
来源：Rohan Paul · x.com
来源：RadarAI · aihot.news