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The Verge AI更新于 10月26日 22:28

Anthropic 提交 S-1 招股书,拟以 ANT 代码登陆纳斯达克

Anthropic’s IPO filing lays out a plan to ‘revolutionize every area of human endeavor’ with AI

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Anthropic 已向 SEC 提交 S-1 招股书,计划在纳斯达克上市,股票代码为 ANT。文件显示,今年上半年公司营收 16.3 亿美元、净亏损 80.7 亿美元,亏损主要来自与融资票据相关的会计费用;算力采购承诺包括每月向 SpaceX 支付约 3.1 亿美元获取 Nvidia GPU,到 2029 年累计最高 1205 亿美元,以及到 2033 年向 Microsoft 支付 449 亿美元、向 Google 支付至少 1145 亿美元,未来十年向 Amazon 支付 1100 亿美元。

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S-1 披露了 Anthropic 的营收亏损与算力采购承诺,可据此观察头部模型公司的资金结构。

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Anthropic has filed its S-1 prospectus with the Securities and Exchange Commission, preparing the company behind Claude to beat OpenAI to the punch with an IPO. In a filing with the SEC, Anthropic said it plans to list on the Nasdaq exchange under the ticker symbol “ANT.”

The AI company confidentially filed with the SEC earlier this year in June, but the public document reveals more details, as well as the company’s plans for the future in its own words, as well as potential risks for investors and the world. According to the S-1, in the first half of this year Anthropic had an $80.7 billion net loss on $16.3 billion in revenue. As previously reported by the Wall Street Journal based on leaked versions of the document, the majority of that loss is from accounting charges related to notes issued by the company for funding.

It also lays out billions of dollars in deals it’s made for access to compute to power its AI, including about $3.1 billion per month to SpaceX for access to Nvidia GPUs once all of the planned capacity is delivered, totaling as much as $120.5 billion by 2029. Other commitments include spending $44.9 billion with Microsoft through 2033, at least $114.5 billion with Google through 2033, and $110 billion with Amazon over the next ten years.

According to the filing, cofounder and chief executive officer Dario Amodei’s compensation totaled nearly $18 million in 2025, most of which came from stock and option awards. His sister, Daniela Amodei, who also cofounded the company and serves as its president and director, was the second highest-paid executive, receiving $16.4 million in 2025.

This is a developing story. ..

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The Verge AI