原帖引用 · AI 翻译
Rohan Paul@rohanpaul_ai
很高兴看到 AI 的方方面面都在加速发展，
彭博社刚刚报道称，Baseten 计划融资约 20 亿美元，估值最高达 300 亿美元，是其 6 月估值的两倍多。
推理需求增长迅速；据报道，Baseten 的年化收入在 2026 年第 1 季度从 2 亿美元增至 6 亿美元，增长至原来的 3 倍。
300 亿美元的估值约为其据报道年化收入的 50 倍，这一估值的前提是，随着智能体每项任务消耗更多算力，推理支出的增长速度将继续超过训练支出。
其最接近的竞争对手 Fireworks AI 于 7 月以 175 亿美元估值融资 15 亿美元。
原文
wonderful to see everything about AI is accelerating, Bloomberg just reported Baseten is set to raise about $2B at valuations up to $30B, more than doubling its June valuation. Inferencing demand has moved fast, with Baseten’s annualized revenue reportedly tripling from $200M to $600M in the first quarter of 2026. A $30B price, about 50 times that reported run rate, assumes inference spending keeps outgrowing training as agents burn more compute per task. Its closest rival, Fireworks AI, raised $1.5B at a $17.5B valuation in July.
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