Anthropic 估值三个月翻倍，AI 军备竞赛进入新阶段——关注 AI 基础设施和模型竞争的投资者、创业者、开发者值得点开，看看资本如何押注下一代 AI 巨头。
Anthropic 在最新 H 轮融资中筹集 650 亿美元，投后估值高达 9650 亿美元，较三个月前的 3800 亿估值暴涨 154%。Claude 年化收入突破 470 亿美元。本轮由 Altimeter Capital、红杉资本等联合领投，三星、SK 海力士、美光作为战略基础设施合作伙伴加入，其中 150 亿美元来自此前超大规模云厂商承诺，包括亚马逊 4 月宣布的 50 亿美元投资。相比之下，OpenAI 在 3 月以 8520 亿美元估值完成 1220 亿美元融资。
Wow. Anthropic secures a massive post-money valuat…
Wow. Anthropic secures a massive post-money valuation of $965B after raising $65 B.
Just three months earlier, in February, Anthropic had raised $30B at a $380B post-money valuation.
Claude’s run-rate revenue crossed $47B .
Altimeter Capital, Dragoneer, Greenoaks, Sequoia Capital, Capital Group, Coatue, D1 Capital Partners, and others jointly led the Series H raise. Institutional investors including Baillie Gifford, Blackstone, Brookfield, D.E. Shaw Ventures, DST Global, and Fidelity Management & Research also joined in.
Samsung, SK Hynix, and Micron came in as strategic infrastructure partners. A $15 billion portion of the round comes from prior hyperscaler commitments, including Amazon’s $5 billion investment announced in April.
To note, OpenAI last raised a whopping $122 billion round in March at an $852 billion post-money valuation.