原文標題： Anthropic Files to Go Public, Setting Stage for Huge I.P.O. 原文連結： https://www.nytimes.com/2026/06/01/technology/anthropic-ipo.html 發布時間： June 1, 2026 記者署名： Mike Isaac 原文內容： 以下只翻譯重點 Anthropic, the artificial intelligence company behind the chatbot Claude, confidentially filed on Monday for an initial public offering, joining what could be a once-in-a-generation, moneymaking moment on Wall Street. 人工智慧公司Anthropic （旗下擁有聊天機器人 Claude）於週一秘密提交了首次上市申 請 With its I.P.O. filing, Anthropic is expected to be among three high-profile companies preparing to go public this year, along with the rocket company SpaceX and OpenAI, which started the A.I. boom in 2022 with its ChatGPT chatbot. Anthropic 預計將成為今年準備上市的三家備受矚目的公司之一，另外兩家分別是火箭公 司 SpaceX 和 OpenAI Their I.P.O.s, which would be among the biggest ever, could create a tsunami of investment and employee wealth, and mint the world’s first trillionaire in Elon Musk, who owns about 50 percent of SpaceX. The public offerings could also flood the nonprofit world with new money, since Anthropic and OpenAI have both pledged a large part of their shares to charity. SpaceX’s I.P.O. is expected this month, and OpenAI has been preparing to file in the coming weeks. 它們的IPO將是史上規模最大的IPO之一，可能引發投資和員工財富的巨變，並造就伊隆馬 斯克——這位持有SpaceX約50%股份的富豪——成為世界首位萬億富翁。由於Anthropic和 OpenAI都承諾將大部分股份捐贈給慈善機構，這些IPO也可能為非營利組織帶來大量新資 金。 SpaceX的IPO預計將於本月進行，而OpenAI也正在準備在未來幾週內提交上市申請。 An I.P.O. filing also ratchets up Anthropic’s competition with OpenAI. Last week, Anthropic officially passed OpenAI as the world’s highest-flying A.I. start-up with $65 billion in new financing that valued it at $900 billion before the inclusion of the new capital. OpenAI’s last valuation was $730 billion. Anthropic提交IPO申請也加劇了其與OpenAI之間的競爭。上週，Anthropic憑藉650億美元 的新融資，估值達到9,000億美元（未計入新融資），正式超越OpenAI，成為全球估值最 高的AI新創公司。 OpenAI先前的估值為7,300億美元。 In a statement, Anthropic said the filing “gives us the option to go public ” after a review of its paperwork by the Securities and Exchange Commission. The company did not provide details about the timing or size of an I.P.O. and said the deal would “depend on market conditions and other factors.” With the filing on Monday, a public offering could happen as soon as this fall. Anthropic在聲明中表示，提交上市申請後，美國證券交易委員會將審核其文件，這意味 著公司「可以選擇上市」。該公司並未透露IPO的具體時間和規模，並表示最終交易將「 取決於市場狀況和其他因素」。週一提交的上市申請意味著最早可能在今年秋季進行公開 募資。 Among the three companies racing to go public, Anthropic is the youngest and fastest growing, thanks in large part to its A.I. tools for automatically writing computer code. Last week, Anthropic said its revenue run rate, which is its expected revenue for the year based on its current performance, crossed $47 billion in May. It is unclear if the company is profitable. “The coding focus is what makes this filing interesting,” said Shashi Bellamkonda, a director at Info-Tech Research Group, a technology research and advisory firm. “Anthropic didn’t try to be everything. No browser, no image generation, no commerce layer. That discipline is now a $47 billion run rate.” 「這份文件最引人注目之處在於它專注於程式碼開發，」技術研究顧問公司Info-Tech Research Group的董事Shashi Bellamkonda表示。 “Anthropico並沒有什麼都要。 它沒有瀏覽器、圖像生成或電商平台。如今，這種專注的領域已經創造了470億美元的年 收入。” Founded in 2021, Anthropic was started in San Francisco by Dario Amodei, its chief executive, and a handful of other researchers who worked with him at OpenAI. Since he started the company, Mr. Amodei has repeatedly described what he believes is the transformative nature of so-called artificial general intelligence, or A.G.I., an as-yet-unattained artificial intelligence that can match the abilities of the human brain. Anthropic成立於2021年，由CEO Dario Amodei和幾位曾在OpenAI與他共事的研究人員在舊金 山創立。自公司成立以來，Amodei一再闡述了他認為所謂的通用人工智慧(AGI)的變革性本 質。 AGI是一種尚未實現的人工智慧，其能力可以媲美人腦。 Anthropic has also stressed that this technology could be dangerous to humanity. That focus on safety has helped Anthropic maintain a positive public image, but it has also led to tension. This year, the Pentagon banned Anthropic’s technology from its systems because the company wanted to place some limits on what military and intelligence officials could do with it. More recently, Anthropic’s relationship with the federal government has been in flux after it released a powerful model called Mythos, which can identify and fix security vulnerabilities in software systems. Mr. Amodei has visited the White House as intelligence agencies grapple with how Mythos works. Other A.I. labs, like OpenAI and Google’s DeepMind, have built a wider array of products, including A.I.-focused web browsers, commerce tools and image generation apps. But Anthropic has focused mostly on building A.I. that excels in coding software and tools for business customers. Anthropic也強調，這項技術可能對人類構成危險。這種對安全的重視幫助Anthropic維持了 良好的公眾形象，但也引發了一些緊張局勢。今年，五角大廈禁止在其係統中使用其技術， 因為該公司希望限制軍方和情報官員使用該技術的可能性。 最近，Anthropic與聯邦政府的關係變得不穩定，該公司之前發布了一款名為Mythos的強大 模型，該模型能夠識別並修復軟體系統中的安全漏洞。在情報機構努力研究Mythos的 工作原理之際，Amodei曾經訪問白宮。 其他人工智慧實驗室，例如 OpenAI 和Google旗下的 DeepMind，已經開發出更廣泛的產 品，包括專注於人工智慧的網路瀏覽器、電商工具和圖像生成應用。但 Anthropic 主要 專注於建立能夠為企業客戶編寫卓越軟體和工具的人工智慧系統。 Last fall, that focus appeared to pay off. Anthropic produced a breakthrough model with Claude Opus 4.5, which the company described as “a meaningful step forward in what A.I. systems can do,” with an emphasis on software coding. Its use soared, and Anthropic revenues skyrocketed as more business customers began paying for the service. “Claude’s latest advancements have driven large-scale adoption among the world’s most demanding organizations,” said Brad Gerstner, founder of Altimeter Capital, which is an Anthropic investor. There has long been interest to own a piece of Anthropic, with investment firms such as Menlo Ventures, Greenoaks Capital, Coatue and XN pouring money in, as well as technology companies including Amazon, Google, Samsung, Micron and SK Hynix. A significant amount of the money Anthropic has raised is likely to pay for the rising cost of computing power, known as “compute,” a scarce resource given the increasing demand for A.I. software. Mr. Amodei has said Anthropic is seeing “unprecedented demand” for its products, which requires it to pay for even more compute from companies like Microsoft, Amazon and Google to keep up. Anthropic also faces stiff competition. OpenAI has reoriented itself to focus on coding products with Codex, its software coding tool. Mr. Musk, who runs SpaceX, agreed to team up with and potentially acquire Cursor, a competing software coding-focused start-up. Larger companies, including Google and Microsoft, also offer their own coding tools to developers. But SpaceX has also become a partner to Anthropic. Anthropic recently said it had reached an agreement to use all the computing power at the rocket company ’s Colossus 1 data center in Memphis. The move gives Anthropic access to more than 220,000 A.I. chips and opens the door to working with SpaceX to create A.I. data centers in space. 心得/評論： AI IPO今年真的要大爆發了 Space X 包裹著X AI、歐噴醬以及Anthropic都在今年要上市 市場越來越瘋狂，資金越吸越大 前幾天跟GE聊了一下，他們能源部門產能滿載，但也不敢擴廠 上個月跟Ecolab開會也是評估明年data center整體CAPEX會冷卻不少 OpenAI提交的IPO文件表示: 2028年營收99B 虧損74B，2030營收280B 開始營利 歐噴醬真的很狂，這財務預估也只有Altman噴得出來 但建議大家還是先想清楚，投資是一輩子的事情 All in 翻身的確是存在這世界，Fomo絕對是最要不得的事情 -- ※ 發信站: 批踢踢實業坊(ptt.cc), 來自: 136.226.240.97 (臺灣) ※ 文章網址: https://webptt.cc/bbs/Stock/M.1780360763.A.B22.html 現在美國部分風向有點變了 四月多的時候去聽Wharton的一場演講，有些人認為AI受益較多的會是低碼公司 大型軟體應用的公司反而會被Token成本限制，同時潛在錯誤成本太高 (沒有替死鬼可以解雇=上斷頭台) ※ 編輯: zzahoward (136.226.240.97 臺灣), 06/02/2026 08:46:52