押注Anthropic大获成功，谷歌、亚马逊获百亿账面收益

Group 1 - The core viewpoint of the articles highlights that investments by Alphabet and Amazon in the AI startup Anthropic are translating into significant financial gains, with both companies reporting billions in profits due to these investments [1][3] - Alphabet reported a net gain of $10.7 billion from equity securities in Q3, partly attributed to its investment in Anthropic [1][2] - Amazon's Q3 profits surged by 38%, with a contribution of $9.5 billion in pre-tax earnings from its investment in Anthropic, reflected in its non-operating income [1][2] Group 2 - Alphabet has invested approximately $3 billion in Anthropic, including $2 billion in 2023 and an earlier $1 billion [2] - A significant contract between Google Cloud and Anthropic will supply 1 million dedicated AI chips starting in 2026, valued at several hundred billion dollars [2] - Anthropic's valuation skyrocketed to $183 billion after its latest funding round, nearly tripling from previous levels [2][3] Group 3 - The trend of investment in generative AI startups is shifting from strategic positioning to quantifiable financial returns, as evidenced by the substantial gains reflected in financial reports [3][4] - This investment revaluation mechanism allows tech giants to immediately reflect gains in their financial statements as the valuations of AI startups rise [4] - In contrast, Microsoft reported a $3.1 billion net income decrease due to losses from its investment in OpenAI, highlighting the varying impacts of AI investments among tech companies [4]