Anthropic 提交 IPO 申请，估值或高达 2 万亿美元

旗下拥有 Claude 聊天机器人的美国人工智能公司 Anthropic 已向美国证券交易委员会（SEC）提交首次公开募股（IPO）申请，这有望成为历史上规模最大的股票市场首发上市之一。该申请文件尚未披露公司计划发售的股票数量或发行价格；据报道，此次上市对 Anthropic 的估值最高可达 2 万亿美元。

在公众、政策制定者以及行业技术专家对 AI 带来的风险提出重大质疑，并争论是否应放缓激进的技术研发与数据中心建设步伐之际，本次 IPO 将直接考验华尔街对 AI 领域的资本胃口。Anthropic 首席执行官曾公开警告，该公司及其竞争对手所研发的先进 AI 可能会对人类带来生存风险。

目前，包括 Meta、Google、OpenAI 和 Anthropic 在内的科技巨头正向这场 AI 竞赛砸入数以百亿计的资金。据 Gartner 数据，全球在服务、软件、基础设施及其他领域的 AI 支出预计将从 2025 年的 1.8 万亿美元攀升至 2027 年的约 3.6 万亿美元。Anthropic 于 2025 年初推出的 Claude Code 工具深受软件开发者青睐，公司亦试图通过 Cowork Agent 复制这一成功。金融科技公司 Ramp 报告称，9 月份有 43.8% 的美国企业付费购买了 Anthropic 的服务，高于 OpenAI 的 40.6%。

Anthropic, the US-based company behind the Claude chatbot, filed for an initial public offering with the Securities and Exchange Commission, in what could become one of the largest stock market debuts in history. The filing did not disclose how many shares the company intends to sell or at what price; the listing could reportedly value Anthropic at up to $2 trillion.

The IPO will test Wall Street's appetite for AI as the public, policymakers and the industry's own technologists raise major questions about the risks posed by the technology and whether the rapid research and data center buildout should be slowed. Anthropic's CEO has warned that advanced AI created by the company and its competitors poses an existential risk to humanity.

Tech giants including Meta, Google, OpenAI and Anthropic are pouring billions into the AI race. Global spending on AI across services, software, infrastructure and other areas is expected to reach roughly $3.6 trillion in 2027, up from $1.8 trillion in 2025, according to Gartner. Anthropic's Claude Code tool became a favorite among software developers after launching in early 2025, and the company sought to replicate that success with its Cowork agent. Fintech firm Ramp reported that 43.8% of US businesses paid for services from Anthropic in September, compared to OpenAI's 40.6% share.