速递｜Anthropic估值近1700亿美元！半年估值翻近3倍，预计2025年底ARR达90亿美元

Core Viewpoint - Anthropic is nearing a funding deal to raise up to $5 billion, which would elevate its valuation to $170 billion, positioning it as a leading AI developer globally [1][2]. Funding Details - The funding round is led by Iconiq Capital, with total expected investments between $3 billion and $5 billion, and Iconiq reportedly negotiating to invest around $1 billion [1][2]. - Anthropic's annual recurring revenue has surged from approximately $4 billion to about $5 billion as of July, with projections to reach $9 billion by the end of the year [1][2]. - The company previously raised $3.5 billion in a funding round led by Lightspeed Venture Partners, which valued it at $61.5 billion [2]. - Anthropic is not accepting investments below $200 million in this round, and discussions are ongoing for potentially introducing a second lead investor [2]. Competitive Landscape - Anthropic, founded by former OpenAI employees in 2021, aims to compete with OpenAI and Elon Musk's xAI, both of which have also raised substantial funds for AI model development and data center investments [3]. - OpenAI's latest valuation reached $300 billion, while Musk's xAI is seeking a valuation of up to $200 billion [3]. Funding Sources and Concerns - Anthropic is in talks with sovereign wealth funds from Qatar and Singapore, as well as potential investments from Amazon, which has previously invested billions in the company [1][3]. - CEO Dario Amodei acknowledged the necessity of seeking funding from the Middle East, despite previous concerns about accepting funds from authoritarian regimes [4].