Anthropic 季度营收增长十二倍但净亏损 233 亿美元
Anthropic grows revenue twelvefold but posts $23 billion loss
Anthropic 季度营收接近 170 亿美元，是一年前的十二倍，但运营成本达 175 亿美元，季度净亏损 233 亿美元，高于一年前的 121 亿美元。成本上升主要来自 50 亿美元短期算力锁定和 20 亿美元员工捐赠匹配；更新后的招股书显示算力与数据中心租赁承诺达 8950 亿美元，IPO 或募资约 1000 亿美元，其中至多 35 亿美元预计来自日本投资者。
原文汇总季度亏损结构与算力承诺规模，读者可了解成本构成与 IPO 募资背景之间的关系。
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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来源： The Decoder · the-decoder.com