Anthropic 完成G轮融资,融资金额300亿美元,投后估值3800亿美元。
Anthropic raises $30B in Series G funding at $380B post-money valuation

原始链接: https://www.anthropic.com/news/anthropic-raises-30-billion-series-g-funding-380-billion-post-money-valuation

## Anthropic 完成G轮300亿美元融资 Anthropic,一家领先的AI公司,完成了G轮300亿美元融资,估值达到3800亿美元。本轮融资由GIC和Coatue领投,微软和英伟达等众多投资者参与。这笔投资将加速Anthropic的研究、产品开发——尤其是在企业AI和编码领域——以及基础设施扩张。 凭借其旗舰模型Claude的强劲需求,Anthropic的年收入达到140亿美元,过去三年年增长率超过10倍。超过500家客户的年支出超过100万美元,其中包括《财富》10强中的八家。 Claude Code于2025年5月推出,是关键增长动力,年收入达到25亿美元,用户群快速增长,目前已贡献了GitHub所有公共提交的4%。Anthropic不断创新,最近推出了Opus 4.6——一款用于复杂、具有经济价值任务的领先模型——并扩展到医疗保健等领域。Claude 独特地在AWS、Google Cloud和Microsoft Azure上可用,确保了广泛的可访问性和弹性。

## Anthropic 获得 300 亿美元融资 Anthropic 是一家人工智能公司,最近在 G 轮融资中筹集了 300 亿美元,估值达到惊人的 3800 亿美元。这一消息引发了 Hacker News 的讨论,评论员指出该公司收入增长迅速——目前年收入达到 140 亿美元,同比增长十倍。 然而,对话很快转向了对估值和 Anthropic 长期可行性的质疑。一些人质疑该公司是否被高估,指出尽管收入令人印象深刻,但仍有大量持续支出。另一些人则争论 Anthropic 竞争“护城河”的强度,认为开源替代品最终可能会挑战其主导地位。 一些评论员强调 Anthropic 在企业人工智能方面的 perceived 领先地位,这可能得益于微软内部对其模型的偏好,优于 OpenAI,尽管他们是合作伙伴。 讨论还涉及了技术投资向 Anthropic 和 OpenAI 等人工智能巨头预期 IPO 流动的更广泛趋势。
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原文

We have raised $30 billion in Series G funding led by GIC and Coatue, valuing Anthropic at $380 billion post-money. The round was co-led by D. E. Shaw Ventures, Dragoneer, Founders Fund, ICONIQ, and MGX. The investment will fuel the frontier research, product development, and infrastructure expansions that have made Anthropic the market leader in enterprise AI and coding.

Significant investors in this round include: Accel, Addition, Alpha Wave Global, Altimeter, AMP PBC, Appaloosa LP, Baillie Gifford, Bessemer Venture Partners, affiliated funds of BlackRock, Blackstone, D1 Capital Partners, Fidelity Management & Research Company, General Catalyst, Greenoaks, Growth Equity at Goldman Sachs Alternatives, Insight Partners, Jane Street, JPMorganChase through its Security and Resiliency Initiative and Growth Equity Partners, Lightspeed Venture Partners, Menlo Ventures, Morgan Stanley Investment Management, NX1 Capital, Qatar Investment Authority (QIA), Sands Capital, Sequoia Capital, Temasek, TowerBrook, TPG, Whale Rock Capital, and XN. This round also includes a portion of the previously announced investments from Microsoft and NVIDIA.

“Whether it is entrepreneurs, startups, or the world’s largest enterprises, the message from our customers is the same: Claude is increasingly becoming more critical to how businesses work,” said Krishna Rao, Anthropic’s Chief Financial Officer. “This fundraising reflects the incredible demand we are seeing from these customers, and we will use this investment to continue building the enterprise-grade products and models they have come to depend on.”

It has been less than three years since Anthropic earned its first dollar in revenue. Today, our run-rate revenue is $14 billion, with this figure growing over 10x annually in each of those past three years.

This growth has been driven by our position as the intelligence platform of choice for enterprises and developers. The number of customers spending over $100,000 annually on Claude (as represented by run-rate revenue) has grown 7x in the past year. And businesses that start with Claude for a single use case—API, Claude Code, or Claude for Work—are expanding their integrations across their organizations. Two years ago, a dozen customers spent over $1 million with us on an annualized basis. Today that number exceeds 500. Eight of the Fortune 10 are now Claude customers.

Claude Code represents a new era of agentic coding, fundamentally changing how teams build software. Claude Code was made available to the general public in May 2025. Today, Claude Code’s run-rate revenue has grown to over $2.5 billion; this figure has more than doubled since the beginning of 2026. The number of weekly active Claude Code users has also doubled since January 1. A recent analysis estimated that 4% of all GitHub public commits worldwide were being authored by Claude Code—double the percentage from just one month prior.

Business subscriptions to Claude Code have quadrupled since the start of 2026, and enterprise use has grown to represent over half of all Claude Code revenue. The same capabilities that make Claude exceptional for coding are also unlocking other new categories of work: financial and data analysis, sales, cybersecurity, scientific discovery, and beyond.

In January alone, we launched more than thirty products and features, including Cowork, which brings Claude Code’s powerful engineering capabilities to a broader scope of knowledge work tasks. Cowork includes eleven open-source plugins that let customers turn Claude into a specialist for specific roles or teams, like sales, legal, or finance. We also expanded our reach into healthcare and life sciences, with Claude for Enterprise now available to organizations operating under HIPAA.

“Since our initial investment in 2025, Anthropic’s focus on agentic coding and enterprise-grade AI systems has accelerated its progress toward large-scale adoption,” said Philippe Laffont, Founder & Portfolio Manager of Coatue. “The team’s ability to rapidly scale its offerings further positions Anthropic as a leader in a highly competitive AI market.”

Claude’s frontier-setting intelligence continues to advance. Our newest model—Opus 4.6, launched last week—can power agents that manage entire categories of real-world work, generating documents, spreadsheets, and presentations with professional polish. And Opus 4.6 is the world’s leading model on GDPval-AA, which measures performance on economically valuable knowledge work tasks in finance, legal, and other domains.

“Anthropic is the clear category leader in enterprise AI, demonstrating breakthrough capabilities and setting a new standard for safety, performance, and scale that will drive their long-term success,” said Choo Yong Cheen, Chief Investment Officer, Private Equity, GIC.

The Series G will also power our infrastructure expansion as we make Claude available everywhere our customers are. Claude remains the only frontier AI model available to customers on all three of the world's largest cloud platforms: Amazon Web Services (Bedrock), Google Cloud (Vertex AI), and Microsoft Azure (Foundry). We train and run Claude on a diversified range of AI hardware—AWS Trainium, Google TPUs, and NVIDIA GPUs—which means we can match workloads to the chips best suited for them. This diversity of platforms translates to better performance and greater resilience for the enterprise customers that depend on Claude for critical work.

The demand we are seeing from enterprises and developers reflects the trust they place in Claude for the work that matters most. As AI moves toward scaled implementation, we will continue to build the models, products, and partnerships to lead that transition.

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