在如此围追堵截的环境里，Anthropic之所以始终能够处在第一梯队里，这和它在企业级市场取得的绝对品牌认知，有着直接关系，在很长一段时间里， Claude几乎垄断了AI Coding的模型供应链。 在收入结构上，30万家企业客户为Anthropic贡献了80%的付费，剩下15%来自编程工具Claude Code，普通用户的订阅占比只有5%。 换句话说，凭借贩卖生产力工具，Anthropic的年化收入（ARR）以每个月增加10亿美金的速度，在一众AI公司里担当着印钞机的角色，且在一级市场的 估值达到了OpenAI的6成，足见创造产能的价值权重有多高。 这种趋势也在推动行业共识的出现：AI在应用互联网的爆发或许还需要时间，大家也都有耐心等待奇点，但企业级市场对于AI的买单热情却已经远超预 期，这部分的价值创造，不但彻底改写了生产逻辑，也能为大模型厂商提供落袋为安的回报。 文 ｜ 阑夕 某种程度上，Anthropic是比OpenAI更有商业奇观的一家公司。 OpenAI在消费级市场的领先毋庸置疑——ChatGPT的8亿周活在行业里一骑绝尘——而在今年以来，Google重回牌桌也让各家大厂压力倍增，大模型的竞 争趋 ...

dig right into the market reaction. We're joined now by Meera Pandit, global market strategist with JP Morgan Asset Management. Um, so the markets, you know, digesting the consumer sentiment number somewhat in stride, kind of more of the same uh that we've seen for much of this year.Um, from a sentiment standpoint, we've gotten some pretty decent AI indicators over the last few days with the Micron earnings. Uh there's news that OpenAI could be raising at a significantly high valuation of $830 billion. At l ...

In Brief It’s all hands on deck at Meta, as the company develops new AI models under its superintelligence lab led by Scale AI co-founder, Alexandr Wang. The company is now working on an image and video model codenamed “Mango” along with a new text-based model internally known as “Avocado,” The Wall Street Journal reported.The tech giant plans to release the new models in the first half of 2026, the publication said, citing an internal Q&A at Meta on Thursday, where Wang and chief product officer Chris Cox ...

In Brief It’s all hands on deck at Meta, as the company develops new AI models under its superintelligence lab led by Scale AI co-founder, Alexandr Wang. The company is now working on an image and video model codenamed “Mango” along with a new text-based model internally known as “Avocado,” The Wall Street Journal reported.The tech giant plans to release the new models in the first half of 2026, the publication said, citing an internal Q&A at Meta on Thursday, where Wang and chief product officer Chris Cox ...

dig right into the market reaction. We're joined now by Meera Pandit, global market strategist with JP Morgan Asset Management. Um, so the markets, you know, digesting the consumer sentiment number somewhat in stride, kind of more of the same uh that we've seen for much of this year.Um, from a sentiment standpoint, we've gotten some pretty decent AI indicators over the last few days with the Micron earnings. Uh there's news that OpenAI could be raising at a significantly high valuation of $830 billion. At l ...

责任编辑：张俊 SF065 责任编辑：张俊 SF065 DTE能源公司（DTE）周五早盘下跌0.8%。尽管当地居民出于电价上涨和环境破坏等理由表示反对，但 美国密歇根州监管机构仍然批准了该公司的单方面协议，允许其向与甲骨文和OpenAI相关的Saline镇超 大规模数据中心园区提供1.4吉瓦电力。 DTE能源公司（DTE）周五早盘下跌0.8%。尽管当地居民出于电价上涨和环境破坏等理由表示反对，但 美国密歇根州监管机构仍然批准了该公司的单方面协议，允许其向与甲骨文和OpenAI相关的Saline镇超 大规模数据中心园区提供1.4吉瓦电力。 ...

Key Points AMD is looking to carve a niche in the inference market. Broadcom has a massive opportunity with custom AI chips. The stocks trade at similar valuations. 10 stocks we like better than Advanced Micro Devices › Two of the top semiconductor companies looking to eat into Nvidia's (NASDAQ: NVDA) artificial intelligence (AI) infrastructure dominance are Broadcom (NASDAQ: AVGO) and Advanced Micro Devices (NASDAQ: AMD). Both stocks have performed well in 2025, led by AMD, which is up more than ...

Michigan regulators unanimously approved a request from utility DTE Energy Co. to power a massive data center development planned by Oracle and OpenAI, during a contentious hearing where some members of the public pushed back on the project. DTE had asked regulators for expedited approval of its plan to power the multi-billion dollar, 1.4-gigawatt facility in Saline Township. Each of the regulators said Thursday the proposed contracts between the utility and tech firms protected the power grid and regular ...

Google's Veo and Nano Banana and OpenAI's Sora are tough competition. ...

Photographer: Yuki Iwamura/Bloomberg Investors will remember 2025 as the year the artificial intelligence rally broadened out and the fears became more pronounced — not only of a bubble in the stocks, but also of the disruption the technology represents. While tech giants like Alphabet Inc. and Nvidia Corp. delivered strong gains, unsung corners of the industry, like memory chips and hard disk drives, proved to be far better places for investors. Meanwhile, the threat of competition from deep-pocketed he ...