Anthropic 修订 S1 文件：与 Microsoft、Google 新增逾 100 亿美元协议
Anthropic reveals in its amended S1 filing today, more than $10 billion in new agreements with Microsoft and Google.
Anthropic 在修订后的 S1 文件中披露，与 Microsoft 和 Google 新增逾 100 亿美元协议。Microsoft 的采购承诺从最低 449 亿美元升至至少 472 亿、最高 492 亿美元，期限到 2033 年 6 月；Google 的最低承诺从约 1145 亿美元升至约 1213 亿美元，期限到 2033 年 7 月，两笔协议无论 Anthropic 是否使用算力都需付款。这些长期算力有望减轻其对短期算力的依赖，后者上季度花费 50 亿美元且价格明显更高。
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修订后的 S1 文件披露了 Anthropic 与 Microsoft、Google 的长期算力承诺金额和付款条件，可据此观察其算力成本结构。
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查看原帖Anthropic 推进 IPO 路演 该公司将以每股 70 至 78 美元的价格发售最多 8.25 亿股，按此区间计算，其估值最高可达 1.4 万亿美元。 若按区间上限计算，此次交易将募资约 644 亿美元，而 Anthropic 自身将从 8.01 亿股新股中筹得约 625 亿美元。 现有股东仅出售 2360 万股，因此几乎所有资金都流入公司，而非让早期投资者套现退出。 此前的讨论曾指向高达 2 万亿美元的估值，此次下调发生在科技股抛售以及中期选举结果显示选民对 AI 数据中心日益不满之后。 即便经过下调，该定价仍高于 OpenAI 上周达到的 1.25 万亿美元私募估值。 预计该股最早将于下周四或周五在纳斯达克开始交易，股票代码为“ANT”。
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Anthropic forges ahead with IPO roadshow They will sell up to 825M shares at $70 to $78 each, a range that values it at as much as $1.4T. At the top of that range the deal raises about $64.4B, and Anthropic itself takes roughly $62.5B from 801M new shares. Existing stockholders are selling only 23.6M shares, so almost all the cash funds the company instead of letting early investors exit. Earlier talk had pointed to as much as $2T, and the cut follows a tech selloff and midterm results showing voters souring on AI data centers. Even reduced, the price sits above the $1.25T private valuation OpenAI reached last week. Shares are expected to start trading on Nasdaq under the ticker “ANT” as soon as Thursday or Friday next week.
正文
Anthropic reveals in its amended S1 filing today, more than $10 billion in new agreements with Microsoft and Google.
The Microsoft deal now covers at least $47.2B and up to $49.2B of spending through June 2033, up from a $44.9B minimum.
Google’s minimum rose from about $114.5B to about $121.3B through July 2033, and both deals must be paid whether or not Anthropic uses the capacity.
That extra long-term capacity could ease its reliance on short-term compute, which cost $5.0B last quarter at significantly higher prices.