Anthropic拟融资百亿美元，估值或飙升至3500亿美元

Group 1 - Anthropic is in talks for a new funding round of up to $10 billion, potentially led by Singapore's GIC and Coatue Management, which could raise its valuation to $350 billion, nearly double its previous valuation of $183 billion four months ago [2] - The funding aims to expand Anthropic's computing power and accelerate technology development, independent of the $15 billion investment previously committed by Microsoft and Nvidia [2] - This potential financing indicates a new phase of "capital oligopoly" in the global AI arms race, raising the entry barriers for top model manufacturers to the $100 billion level [2] Group 2 - The doubling of Anthropic's valuation reflects market confidence in the Claude series models, particularly in programming and reasoning capabilities, and highlights the exponential growth in funding required for training next-generation models [2] - The AI industry is experiencing a "Matthew effect," with capital increasingly betting on leading players to secure future operating system-level entry points [3] - Analysts warn that such high valuations may overextend future commercialization expectations, with Anthropic needing to demonstrate scalable revenue by 2026 that matches its valuation [3]