原文标题： Anthropic Files to Go Public, Setting Stage for Huge I.P.O. 原文连结： https://www.nytimes.com/2026/06/01/technology/anthropic-ipo.html 发布时间： June 1, 2026 记者署名： Mike Isaac 原文内容： 以下只翻译重点 Anthropic, the artificial intelligence company behind the chatbot Claude, confidentially filed on Monday for an initial public offering, joining what could be a once-in-a-generation, moneymaking moment on Wall Street. 人工智慧公司Anthropic （旗下拥有聊天机器人 Claude）於周一秘密提交了首次上市申 请 With its I.P.O. filing, Anthropic is expected to be among three high-profile companies preparing to go public this year, along with the rocket company SpaceX and OpenAI, which started the A.I. boom in 2022 with its ChatGPT chatbot. Anthropic 预计将成为今年准备上市的三家备受瞩目的公司之一，另外两家分别是火箭公 司 SpaceX 和 OpenAI Their I.P.O.s, which would be among the biggest ever, could create a tsunami of investment and employee wealth, and mint the world’s first trillionaire in Elon Musk, who owns about 50 percent of SpaceX. The public offerings could also flood the nonprofit world with new money, since Anthropic and OpenAI have both pledged a large part of their shares to charity. SpaceX’s I.P.O. is expected this month, and OpenAI has been preparing to file in the coming weeks. 它们的IPO将是史上规模最大的IPO之一，可能引发投资和员工财富的巨变，并造就伊隆马 斯克——这位持有SpaceX约50%股份的富豪——成为世界首位万亿富翁。由於Anthropic和 OpenAI都承诺将大部分股份捐赠给慈善机构，这些IPO也可能为非营利组织带来大量新资 金。 SpaceX的IPO预计将於本月进行，而OpenAI也正在准备在未来几周内提交上市申请。 An I.P.O. filing also ratchets up Anthropic’s competition with OpenAI. Last week, Anthropic officially passed OpenAI as the world’s highest-flying A.I. start-up with $65 billion in new financing that valued it at $900 billion before the inclusion of the new capital. OpenAI’s last valuation was $730 billion. Anthropic提交IPO申请也加剧了其与OpenAI之间的竞争。上周，Anthropic凭藉650亿美元 的新融资，估值达到9,000亿美元（未计入新融资），正式超越OpenAI，成为全球估值最 高的AI新创公司。 OpenAI先前的估值为7,300亿美元。 In a statement, Anthropic said the filing “gives us the option to go public ” after a review of its paperwork by the Securities and Exchange Commission. The company did not provide details about the timing or size of an I.P.O. and said the deal would “depend on market conditions and other factors.” With the filing on Monday, a public offering could happen as soon as this fall. Anthropic在声明中表示，提交上市申请後，美国证券交易委员会将审核其文件，这意味 着公司「可以选择上市」。该公司并未透露IPO的具体时间和规模，并表示最终交易将「 取决於市场状况和其他因素」。周一提交的上市申请意味着最早可能在今年秋季进行公开 募资。 Among the three companies racing to go public, Anthropic is the youngest and fastest growing, thanks in large part to its A.I. tools for automatically writing computer code. Last week, Anthropic said its revenue run rate, which is its expected revenue for the year based on its current performance, crossed $47 billion in May. It is unclear if the company is profitable. “The coding focus is what makes this filing interesting,” said Shashi Bellamkonda, a director at Info-Tech Research Group, a technology research and advisory firm. “Anthropic didn’t try to be everything. No browser, no image generation, no commerce layer. That discipline is now a $47 billion run rate.” 「这份文件最引人注目之处在於它专注於程式码开发，」技术研究顾问公司Info-Tech Research Group的董事Shashi Bellamkonda表示。 “Anthropico并没有什麽都要。 它没有浏览器、图像生成或电商平台。如今，这种专注的领域已经创造了470亿美元的年 收入。” Founded in 2021, Anthropic was started in San Francisco by Dario Amodei, its chief executive, and a handful of other researchers who worked with him at OpenAI. Since he started the company, Mr. Amodei has repeatedly described what he believes is the transformative nature of so-called artificial general intelligence, or A.G.I., an as-yet-unattained artificial intelligence that can match the abilities of the human brain. Anthropic成立於2021年，由CEO Dario Amodei和几位曾在OpenAI与他共事的研究人员在旧金 山创立。自公司成立以来，Amodei一再阐述了他认为所谓的通用人工智慧(AGI)的变革性本 质。 AGI是一种尚未实现的人工智慧，其能力可以媲美人脑。 Anthropic has also stressed that this technology could be dangerous to humanity. That focus on safety has helped Anthropic maintain a positive public image, but it has also led to tension. This year, the Pentagon banned Anthropic’s technology from its systems because the company wanted to place some limits on what military and intelligence officials could do with it. More recently, Anthropic’s relationship with the federal government has been in flux after it released a powerful model called Mythos, which can identify and fix security vulnerabilities in software systems. Mr. Amodei has visited the White House as intelligence agencies grapple with how Mythos works. Other A.I. labs, like OpenAI and Google’s DeepMind, have built a wider array of products, including A.I.-focused web browsers, commerce tools and image generation apps. But Anthropic has focused mostly on building A.I. that excels in coding software and tools for business customers. Anthropic也强调，这项技术可能对人类构成危险。这种对安全的重视帮助Anthropic维持了 良好的公众形象，但也引发了一些紧张局势。今年，五角大厦禁止在其系统中使用其技术， 因为该公司希望限制军方和情报官员使用该技术的可能性。 最近，Anthropic与联邦政府的关系变得不稳定，该公司之前发布了一款名为Mythos的强大 模型，该模型能够识别并修复软体系统中的安全漏洞。在情报机构努力研究Mythos的 工作原理之际，Amodei曾经访问白宫。 其他人工智慧实验室，例如 OpenAI 和Google旗下的 DeepMind，已经开发出更广泛的产 品，包括专注於人工智慧的网路浏览器、电商工具和图像生成应用。但 Anthropic 主要 专注於建立能够为企业客户编写卓越软体和工具的人工智慧系统。 Last fall, that focus appeared to pay off. Anthropic produced a breakthrough model with Claude Opus 4.5, which the company described as “a meaningful step forward in what A.I. systems can do,” with an emphasis on software coding. Its use soared, and Anthropic revenues skyrocketed as more business customers began paying for the service. “Claude’s latest advancements have driven large-scale adoption among the world’s most demanding organizations,” said Brad Gerstner, founder of Altimeter Capital, which is an Anthropic investor. There has long been interest to own a piece of Anthropic, with investment firms such as Menlo Ventures, Greenoaks Capital, Coatue and XN pouring money in, as well as technology companies including Amazon, Google, Samsung, Micron and SK Hynix. A significant amount of the money Anthropic has raised is likely to pay for the rising cost of computing power, known as “compute,” a scarce resource given the increasing demand for A.I. software. Mr. Amodei has said Anthropic is seeing “unprecedented demand” for its products, which requires it to pay for even more compute from companies like Microsoft, Amazon and Google to keep up. Anthropic also faces stiff competition. OpenAI has reoriented itself to focus on coding products with Codex, its software coding tool. Mr. Musk, who runs SpaceX, agreed to team up with and potentially acquire Cursor, a competing software coding-focused start-up. Larger companies, including Google and Microsoft, also offer their own coding tools to developers. But SpaceX has also become a partner to Anthropic. Anthropic recently said it had reached an agreement to use all the computing power at the rocket company ’s Colossus 1 data center in Memphis. The move gives Anthropic access to more than 220,000 A.I. chips and opens the door to working with SpaceX to create A.I. data centers in space. 心得/评论： AI IPO今年真的要大爆发了 Space X 包裹着X AI、欧喷酱以及Anthropic都在今年要上市 市场越来越疯狂，资金越吸越大 前几天跟GE聊了一下，他们能源部门产能满载，但也不敢扩厂 上个月跟Ecolab开会也是评估明年data center整体CAPEX会冷却不少 OpenAI提交的IPO文件表示: 2028年营收99B 亏损74B，2030营收280B 开始营利 欧喷酱真的很狂，这财务预估也只有Altman喷得出来 但建议大家还是先想清楚，投资是一辈子的事情 All in 翻身的确是存在这世界，Fomo绝对是最要不得的事情 --

※ 发信站: 批踢踢实业坊(ptt.cc), 来自: 136.226.240.97 (台湾) ※ 文章网址: https://webptt.com/cn.aspx?n=bbs/Stock/M.1780360763.A.B22.html 现在美国部分风向有点变了 四月多的时候去听Wharton的一场演讲，有些人认为AI受益较多的会是低码公司 大型软体应用的公司反而会被Token成本限制，同时潜在错误成本太高 (没有替死鬼可以解雇=上断头台) ※ 编辑: zzahoward (136.226.240.97 台湾), 06/02/2026 08:46:52