AI公司Anthropic第三季度收入达到168亿美元，环比增长45%，公司正为年底前的股市上市进行融资路演2。这一财务表现显示了公司强劲的商业增长动力，今年以来收入逐季攀升，从第一季度的47亿美元增至第二季度的116亿美元，再到第三季度的168亿美元2。值得注意的是，Anthropic已连续两个季度实现盈利2。
Anthropic在向投资者披露财务数据的同日，还在新加坡开设了新办公室2。不过，Anthropic的上市消息公布之际，市场对AI基础设施投资规模的担忧情绪升温。芯片制造商Broadcom的首席执行官Hock Tan批评投资者对AI支出"毫无概念"，形容其为"像在赌场"2，这引发了科技股的广泛抛售。美国芯片股AMD、Nvidia和Intel股价大幅下跌，亚洲市场也随之下滑，韩国Kospi指数下跌7.6%，日本日经225指数下跌4.8%，日本软银股价下跌超9%，三星下跌9.4%，SK海力士下跌10.8%2。
Anthropic has disclosed robust third-quarter financial performance as it prepares for a stock market listing before the end of the year. The AI company reported quarterly revenue of $16.8 billion, representing growth of approximately 45% compared to the previous quarter 2. This marks a significant acceleration in the company's commercial trajectory, with year-to-date revenues climbing from $4.7 billion in the first quarter to $11.6 billion in the second quarter and reaching $16.8 billion in the third quarter 2. The company has achieved profitability for two consecutive quarters 2.
The revenue announcement comes as Anthropic conducts investor roadshows to prepare for its anticipated initial public offering from its San Francisco headquarters 2. The filing with investors reflects the company's efforts to demonstrate its business momentum ahead of the listing. Notably, the company has also opened a new Singapore office during this period 2. Meanwhile, OpenAI's Chief Executive Sam Altman stated in September that his company would not go public this year, with the organization valued at over $1 trillion 2.
The Anthropic announcement coincided with broader market concerns about artificial intelligence infrastructure spending. Broadcom's Chief Executive Hock Tan remarked that investors have "no concept" of AI expenditure levels, comparing the investment landscape to "gambling in a casino" 2. These comments prompted significant declines across technology stocks, with major chipmakers including AMD, Nvidia, and Intel experiencing substantial share price drops 2. Asian technology stocks also declined, including a 9% fall in SoftBank, a 9.4% drop in Samsung, and a 10.8% decline in SK Hynix 2, while South Korea's Kospi index fell 7.6% and Japan's Nikkei 225 index declined 4.8% 2.
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