Anthropic 季度营收增长十二倍，净亏损达 233 亿美元
Anthropic grows revenue twelvefold but posts $23 billion loss
AI 导读
Anthropic 在 IPO 前重新转为经营亏损。
摘要与补充说明
据 Bloomberg 报道，公司季度营收接近 170 亿美元，是一年前的十二倍；但 175 亿美元的运营成本超过营收，抵消了上一季度报告的利润。该季度净亏损为 233 亿美元，高于去年同期的 121 亿美元。Anthropic 将成本上升归因于两项主要支出：锁定短期算力容量的 50 亿美元，以及员工捐赠配捐的 20 亿美元。公司自去年底以来一直面临算力紧张，已与 Amazon、Google、SpaceX、芯片厂商及前加密矿企签署数十项协议，今年预计可用电力超过 3.5 吉瓦，并计划明年翻倍。更新后的招股书显示，公司在算力和数据中心租约上的承诺达 8950 亿美元。
Anthropic 在 IPO 前营收环比大增却转为经营亏损，读者可据此了解算力投入对 AI 公司财务的实际压力。
正文
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.
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