Anthropic寻求1500亿美元估值，FTX旧股价值或飙升近十倍

Core Insights - Anthropic, a major competitor of OpenAI, is in early discussions for a new funding round with a target valuation exceeding $150 billion [1] - The company plans to raise $3-5 billion to reassess the value of an 8% stake previously held by the bankrupt cryptocurrency exchange FTX, which was sold for $1.3 billion in 2023, potentially valuing the stake at over $12 billion under the new valuation [1] - The buyer of this stake is linked to an Abu Dhabi sovereign AI investment entity [1] - Anthropic's valuation has significantly increased due to its technological leadership in the generative AI sector, particularly with its Claude language model series, which has gained industry recognition [1] - The company reported a fourfold increase in annualized revenue in the first half of this year, surpassing $4 billion, indicating strong commercialization capabilities despite substantial industry investments [1] Industry Implications - For investors, this shift indicates a transition in the AI sector from focusing on technological potential to verifiable revenue growth [2] - Despite ongoing cash consumption similar to OpenAI, Anthropic's rapid revenue expansion, especially in high-margin areas like AI coding, positions it as a key player in the capital markets [2]