Anthropic 递交 S-1 文件:上半年营收 163 亿美元、亏损 808 亿美元
Anthropic says may compete with application layer startups from “time to time” in “select categories”
Anthropic 在 IPO 前提交的 S-1 文件显示,公司上半年营收 163 亿美元,去年同期为 12 亿美元,同期亏损 808 亿美元,去年同期为 130 亿美元。文件同时称公司主要定位为基础模型公司,但可能在部分品类中不时与应用层创业公司竞争。Anthropic 表示没有单一客户贡献超过 10% 的收入,但客户中相当一部分是创业公司和科技企业,在宏观经济下行时可能削减或推迟支出。
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S-1 文件披露 Anthropic 上半年营收与亏损规模,并给出它对应用层竞争边界的表态。
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Anthropic today offered hope to European AI application layer startups, saying that its primary focus was on being a foundation AI model company, and that it may compete with application startups “from time to time” in “select categories”.
The statement by Anthropic comes amid long-standing concern from European AI startups that Anthropic, and other model providers like OpenAI, could launch competing application products and decimate their businesses.
The US AI giant behind the Claude chatbot today unveiled details of its business ahead of one of the biggest ever IPOs.
In its S-1 IPO filing in the US, figures reveal that Anthropic was hit by losses of $80.8bn in the first half of the year, compared to $13bn of losses in the comparative period of 2025.
Anthropic generated revenue of $16.3bn in the first half of the year, compared to $1.2bn of revenues in the comparable period for 2025, the figures also show. Anthropic, which was founded just five years ago, was valued at $965bn in its latest private funds round in May this year.
In the filing, Anthropic highlighted the diversity of its customer base, saying that “no single customer represented more than 10 per cent of our revenue for the nine months ended September 30, 2026”.
But it warned that a ”significant portion” of its customer base consists of startups and technology-oriented enterprises that may be more sensitive to adverse macroeconomic conditions and may reduce or delay spending during a downturn.
Amid competition from OpenAI and big tech giants like Google and Meta, Anthropic pointed to its primary focus on enterprise customers, and its ability to “remain and define the frontier” and its talent, which it said made it stand out against competitors.