Anthropic 季度营收增至近 170 亿美元，净亏损 233 亿美元
Anthropic grows revenue twelvefold but posts $23 billion loss
Anthropic 本季度营收接近 170 亿美元，为一年前的十二倍，但 175 亿美元的运营成本超过营收，净亏损达 233 亿美元，上年同期为 121 亿美元。公司将成本上升归因于锁定短期算力容量的 50 亿美元支出和 20 亿美元员工捐赠配捐。更新后的招股书显示，其算力和数据中心租约承诺总额达 8950 亿美元，而此次 IPO 预计募资约 1000 亿美元。
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原文用季度营收、运营成本和算力承诺三组数字，呈现 Anthropic 在 IPO 前的成本结构变化。
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Anthropic swings back to an operating loss ahead of its blockbuster IPO. According to Bloomberg, the company posted quarterly revenue of nearly $17 billion , twelve times what it brought in a year earlier. But operating costs of $17.5 billion outpaced that revenue, wiping out the profit Anthropic had reported the previous quarter, according to The Information . The net loss came in at $23.3 billion for the quarter, up from $12.1 billion a year ago.
Anthropic pointed to two main drivers behind the cost spike: $5 billion for short-term compute capacity it locked in and $2 billion in employee donation matching. The company has been grappling with a compute crunch since late last year. According to the New York Times, it has since signed dozens of deals with Amazon, Google, SpaceX, chipmakers, and former crypto miners. Anthropic is expected to have access to more than 3.5 gigawatts of power this year and plans to double that next year.
All told, the company's updated prospectus shows $895 billion in commitments for compute and data center leases. Those costs add pressure on the IPO, which could raise around $100 billion, the New York Times reports. Up to $3.5 billion of that is expected to come from Japanese investors .