第二家2万亿级AI独角兽诞生！Anthropic宣布300亿美元融资

Core Insights - Anthropic has successfully completed a Series G funding round, raising $30 billion with a post-money valuation of $380 billion, making it the second-largest funding round in the large model industry after OpenAI's $40 billion deal last year [1][3] - The funding round was led by Singapore's GIC and Coatue, with participation from notable investors including Blackstone, Goldman Sachs, and Microsoft, which plans to invest up to $5 billion [4][6] - Anthropic's revenue has reached an annualized figure of $14 billion, growing over tenfold in the past three years, driven by its Claude model, which has gained significant traction among Fortune 10 companies [4][6] Company Performance - The number of Claude customers spending over $100,000 annually has increased sevenfold in the past year, with over 500 customers now spending more than $1 million annually [6] - Claude Code, Anthropic's AI programming tool, has surpassed $2.5 billion in annualized revenue, doubling since early 2026, with enterprise subscription users growing fourfold [7] - Anthropic is recognized as a strong competitor to OpenAI, with its core team originating from OpenAI and significant backing from tech giants like Amazon and Google [7] Competitive Landscape - OpenAI is accelerating its product and funding strategies in response to competition, with plans for a new funding round in 2026 targeting $100 billion, potentially increasing its valuation to $830 billion [8][9] - Major tech companies, including Amazon, Google, Microsoft, and Meta, are projected to spend a total of $660 billion on data centers and chip development by 2026, raising the capital expenditure threshold for AI model development [9] Future Outlook - The recent funding will enable Anthropic to expand its infrastructure and ensure Claude's availability across all customer regions, utilizing various hardware for training and operation [10]