The New York Times, citing four people, reports Anthropic’s annualized revenue could top $100 billion this year, up from about $65 billion in July. Investors preparing to join a potential IPO are using the rapid revenue growth to justify valuations around $2 trillion. Sources say Anthropic could file IPO documents within weeks and could begin trading as early as November, though timing remains subject to investor sentiment and market volatility. Separate sources expect Anthropic to reach roughly

2026-09-19

The New York Times, citing four people, reports Anthropic’s annualized revenue could top $100 billion this year, up from about $65 billion in July. Investors preparing to join a potential IPO are using the rapid revenue growth to justify valuations around $2 trillion. Sources say Anthropic could file IPO documents within weeks and could begin trading as early as November, though timing remains subject to investor sentiment and market volatility. Separate sources expect Anthropic to reach roughly 5 GW of compute capacity by year-end and to double that by the end of next year, approaching OpenAI’s scale. The company recently hosted about 100 VC investors at its San Francisco headquarters and management and banks have begun outreach to potential IPO investors.

其他消息
2026-09-18

國際原子能機構:庫爾斯克核電站的機組當時在運行,但其運行模式沒有改變,且沒有發生火災。

2026-09-18

國外 1. 高盛:美聯儲加息可能放緩金價漲勢,但不會使其止步。 2. 德銀:美聯儲本輪加息或成爲現代歷史上幅度最淺的一輪。 3. 瑞銀:美聯儲加息未改股市漲勢,建議分散配置、備戰波動。 4. 花旗:加息與油價或推動日債收益率進一步上升。 5. 加皇銀行:英國央行關於QT的公告對英國國債的影響可能微乎其微。 6. 摩根大通:印度央行今年或首次加息25個基點。 國內 1. 東方金誠:美聯儲不會開啓連續加息週期。 2. 中信證券:燃機行業處於新一輪景氣週期。 3. 中信證券:下半年互聯網板塊行情仍將圍繞AI進展及主業業績確定性演繹。 4. 東海證券:美聯儲是否開啓週期性連續加息仍存不確定性。 5. 華泰證券:三大航8月客座率繼續強勢表現,板塊反彈需等待油價回落。 6. 中信建投:歐洲天然氣價格持續走高,LNG售價或維持高位。