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Rohan Paul· @rohanpaul_ai · X· · Original publication time AI score53

Anthropic’s amended IPO filing lists $895.4B in compute commitmentsMachine translation

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Telegraph reports that Anthropic’s amended IPO filing lists $895.4B in compute commitments, plus up to $175B not yet priced. Payments extend to 2045, with $69.8B due within a year; the company holds $131.9B in cash and short-term investments.

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《每日电讯报》:Anthropic 修订后的 IPO 申报文件列出了 8,954 亿美元的算力采购承诺,另有最高 1,750 亿美元尚未确定价格。

这笔最高达 1.07 万亿美元的账单,约为 Claude 开发商截至 9 月实现的 332 亿美元收入的 32 倍。

这些付款将持续至 2045 年,其中 698 亿美元须在一年内支付;相比之下,其现金和短期投资为 1,319 亿美元。

环比增速从 144% 放缓至 47%,收入达到 170 亿美元,而算力成本攀升至销售额的 58%。

Source: Rohan Paul · x.com

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