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Anthropic Second-quarter revenue reported to exceed $11.5 billion
CNBC
19h ago
Ai Focus
Anthropic It is reported that revenue in the second quarter exceeded $11.5 billion, and adjusted operating profit was also achieved. The potential IPO process has attracted attention.
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据彭博援引文件报道，Anthropic 在 2026 年第二季度营收超过 115 亿美元，同比增幅逾 14 倍，并录得经调整营业利润。这组初步数据显示，这家 Claude 开发商在企业级 AI 市场的扩张仍在加快，也让其潜在上市进程更受关注。

Anthropic 目前正与 OpenAI 争夺企业客户。随着越来越多专业用户将其软件用于编程等工作场景，公司收入增长速度明显提升。Anthropic 此前在 5 月表示，其年化营收已突破 470 亿美元，而 2025 年全年营收约为 100 亿美元。

二季度数据仍属初步口径

报道指出，Anthropic 二季度不仅营收大幅增长，还实现了经调整营业利润转正。不过，相关财务数字仍为初步结果，后续仍可能调整。

截至报道发布时，Anthropic 发言人尚未回应 CNBC 的置评请求。

潜在 IPO 进入前期接触阶段

CNBC 此前援引知情人士称，Anthropic 已开始与潜在投资者进行上市前接触，相关会面目前仍停留在高层沟通阶段，尚未涉及具体财务细节或估值讨论。

知情人士称，这些接触由首席财务官 Krishna Rao 牵头。如果进展顺利，Anthropic 最早可能在今年秋季启动 IPO。

上市或为算力投入打开融资通道

如果顺利上市，Anthropic 可能成为首批进入公开市场的大型私营 AI 公司之一。对这类模型公司而言，公开市场融资能力尤其重要，因为其业务扩张高度依赖持续的资本投入。

  • 扩大算力基础设施投入
  • 采购更先进的硬件设备
  • 建设面向模型训练的数据中心

在 AI 行业竞争持续升温的背景下，营收增速、盈利能力和融资节奏，正成为市场衡量头部模型公司竞争位置的几个直接指标。

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