AI新贵，新一轮融资将超1300亿元

Core Insights - The AI startup Anthropic is set to complete a new funding round and is expected to go public in 2026, maintaining strong interest from investors [1][4]. Funding and Valuation - Anthropic's new funding round is anticipated to exceed $20 billion, with commitments from various institutions surpassing the initial target of $10 billion [2]. - Major investors include Coatue Management and GIC, each expected to invest around $1.5 billion, while Iconiq Capital plans to invest at least $1 billion [2]. - If contributions from Nvidia and Microsoft, who have previously committed up to $15 billion, are included, the total funding could exceed $20 billion, with a potential valuation surpassing $350 billion [3]. Performance and Growth - Anthropic's annual recurring revenue has more than doubled since last summer, projected to exceed $9 billion by the end of 2025 [4]. - The company has successfully completed significant funding rounds, achieving a valuation of $61.5 billion in March 2024 and $183 billion in September 2024 [3]. Company Positioning and Products - Founded in 2021 by former OpenAI executives, Anthropic positions itself as a "safety-first" AI company, emphasizing the development of beneficial AI [5]. - The company released the "Claude Constitution," outlining its core values and exploring philosophical questions about machine consciousness [5]. - Anthropic's flagship product, the Claude Code intelligent programming tool, is popular among programmers, with the latest model, Claude Sonnet 4.5, capable of autonomous coding for up to 30 hours [5]. Industry Context - Nvidia's CEO highlighted that 2025 is expected to see the highest global venture capital investment, exceeding $100 billion, primarily directed towards AI startups [6]. - Anthropic's strategic partnerships with major companies like Nvidia, Microsoft, Amazon, and Google are indicative of the growing collaboration between AI developers and cloud or chip suppliers [6].