原帖引用 · AI 翻译
Anthropic 推进 IPO 路演
该公司将以每股 70 至 78 美元的价格出售最多 8.25 亿股股票，按这一价格区间计算，其估值最高可达 1.4 万亿美元。
按该区间上限计算，这笔交易将筹集约 644 亿美元，其中 Anthropic 自身将通过发行 8.01 亿股新股获得约 625 亿美元。
现有股东仅出售 2360 万股，因此几乎所有募集资金都将流入公司，而非让早期投资者退出。
此前的讨论曾指向最高 2 万亿美元的估值；此次下调发生在科技股遭抛售、且中期选举结果显示选民对 AI 数据中心的态度趋于负面之后。
即使下调后，这一估值仍高于 OpenAI 上周达到的 1.25 万亿美元私人市场估值。
预计股票最早将于下周四或周五在纳斯达克开始交易，股票代码为“ANT”。
原文
Anthropic forges ahead with IPO roadshow They will sell up to 825M shares at $70 to $78 each, a range that values it at as much as $1.4T. At the top of that range the deal raises about $64.4B, and Anthropic itself takes roughly $62.5B from 801M new shares. Existing stockholders are selling only 23.6M shares, so almost all the cash funds the company instead of letting early investors exit. Earlier talk had pointed to as much as $2T, and the cut follows a tech selloff and midterm results showing voters souring on AI data centers. Even reduced, the price sits above the $1.25T private valuation OpenAI reached last week. Shares are expected to start trading on Nasdaq under the ticker “ANT” as soon as Thursday or Friday next week.
Anthropic 在今天修订后的 S1 申报文件中披露，与微软和谷歌达成的新增协议金额超过 100 亿美元。
微软协议目前涵盖截至 2033 年 6 月至少 472 亿美元、最多 492 亿美元的支出，此前的最低金额为 449 亿美元。
谷歌协议截至 2033 年 7 月的最低金额从约 1145 亿美元增至约 1213 亿美元；无论 Anthropic 是否使用这些算力，都必须支付这两项协议的费用。
这些新增的长期算力容量可能减轻其对短期算力的依赖；上季度，短期算力以明显更高的价格花费了 50 亿美元。
原文
Anthropic reveals in its amended S1 filing today, more than $10 billion in new agreements with Microsoft and Google. The Microsoft deal now covers at least $47.2B and up to $49.2B of spending through June 2033, up from a $44.9B minimum. Google’s minimum rose from about $114.5B to about $121.3B through July 2033, and both deals must be paid whether or not Anthropic uses the capacity. That extra long-term capacity could ease its reliance on short-term compute, which cost $5.0B last quarter at significantly higher prices.