原帖引用 · 原文
Rohan Paul@rohanpaul_ai
Telegraph: Anthropic’s amended IPO filing lists $895.4B in compute commitments, plus up to $175B not yet priced.
That bill of up to $1.07T is about 32 times the Claude developer’s $33.2B of revenue through September.
Those payments stretch to 2045, with $69.8B due within a year, against $131.9B in cash and short-term investments.
Sequential growth slowed to 47% from 144%, taking revenue to $17B, while compute costs climbed to 58% of sales.
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