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《华尔街日报》:Anthropic 2026年上半年亏损800亿美元Anthropic posts $80bn loss in first half of 2026: WSJ

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2026年10月19日拍摄的插图,图中为Anthropic标志和一个键盘 [Dado Ruvic/Illustration/Reuters]Anthropic logo and a keyboard in this illustration taken on October 19, 2026 [Dado Ruvic/Illustration/Reuters]

据《华尔街日报》报道,以开发聊天机器人Claude而闻名的Anthropic公司,在2026年上半年录得超过800亿美元的净亏损,当时市场正期待其即将到来的首次公开募股(IPO)。

known for creating the chatbot Claude, recorded a net loss of more than $80bn in the first half of 2026, according to the Wall Street Journal, as the market anticipates its looming initial public offering (IPO).

《华尔街日报》周二称,该公司还表示,未来几年可能花费高达7500亿美元以获取更多算力,包括目前正在讨论的潜在交易。

The corporation also indicated it could spend up to $750bn in coming years to acquire more computing capacity, including potential deals currently under discussion, the Journal said on Tuesday.

报道称,亏损的主要驱动因素是与Anthropic为筹集资金而发行的可转换票据和其他金融工具价值变动相关的720亿美元会计费用。

The main driver for the loss was the $72bn in accounting charges related to changes in the value of convertible notes and other financial instruments Anthropic issued to raise funding, the report said.

根据其IPO的招股说明书草案——即公司向金融监管机构提交的法律文件——该亏损数字较一年前的130亿美元有所上升。

The loss figure was up from $13bn a year earlier, according to a draft prospectus, a legal document corporations submit to financial regulators, for its IPO.

这些数字显示了AI竞赛的高昂成本,即使投资者正更仔细地审视公司投入芯片和数据中心的资金是否会获得回报。

The figures show the hefty costs of the AI race, even as investors look more closely at whether the money companies are pouring into chips and data centres will pay off.

Anthropic还披露了一份潜在风险因素清单,包括如何防止其产品造成危害存在不确定性,无论是通过复杂的网络攻击,还是失控模型实施的勒索。

Anthropic also shared a list of potential risk factors, including uncertainty over how to prevent its products from doing harm, whether through sophisticated cyberattacks or blackmail by uncontrolled models.

Anthropic未回应置评请求,且该关于非公开信息的报道无法立即得到核实。

Anthropic did not respond to a request for comment, and the report on the non-public information could not be immediately verified.

投资者权衡亏损 路透社于9月首次报道,Anthropic在2025年录得420亿美元净亏损,这是其IPO招股说明书系列独家报道的一部分。

Investors weigh loss Reuters first reported in September that Anthropic posted a net loss of $42bn in 2025, as part of a series of exclusives from its IPO prospectus.

该公司受益于其编程助手Claude Code的流行,开发者使用它来编写软件和构建应用程序。

The company has benefited from the popularity of Claude Code, its coding assistant that developers use to write software and build apps.

但据四位知情人士透露,在Anthropic上周于加利福尼亚州旧金山举办的投资者日活动后,一些现有和潜在投资者在其最新财务披露后,正在考虑给这家AI公司一个更低的估值。

But some current and prospective investors who attended Anthropic’s investor day in San Francisco, California, last week are weighing a lower valuation for the AI company after its latest financial disclosures, four people familiar with the matter told Reuters.

出席该活动的投资者讨论了约1.5万亿美元的估值,三位知情人士透露,这比此前预期11月股份出售时约2万亿美元的估值大幅下调。

The investors who attended the event discussed a valuation of around $1.5 trillion, three of the people said, a significant step down from the roughly $2 trillion valuation previously expected for the November share sale.

据《华尔街日报》报道,Anthropic在截至6月30日的六个月内收入跃升至163亿美元,较一年前的11亿美元大幅增长,而AI基础设施支出近乎翻了四倍,达到近90亿美元。

Anthropic’s revenue jumped to $16.3bn in the six-month period that ended June 30, up from $1.1bn a year ago, while AI infrastructure spending nearly quadrupled to almost $9bn, the Journal reported.

Anthropic上周报告称,AI可能距离学会在日常家用设备上自我复制仅剩几个月时间。

Anthropic reported last week that AI could be months away from learning to self-replicate on everyday home devices.

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