天啦噜，搞大模型的实在太疯狂了。 这不， Anthropic 官宣完成了新一轮融资： F轮，融资 130亿美元 ，最新估值达到了 1830亿美元 ——比上一轮暴涨近300%。这也再次刷新了行业新纪录。 要知道，Anthropic成立也才4年。但就在这次融资之后，已经一举成为全球第四大估值最高的初创公司，仅次于SpaceX、OpenAI和字节跳 动。 鹭羽 发自 凹非寺 量子位 | 公众号 QbitAI 融资之外，Anthropic的业务造血能力也被进一步披露。短短半年时间，公司营收从10亿美元年化，一跃突破50亿美元。其中最核心的AI编程 业务Claude Code年收入更是突破5亿美元。 实际上，Anthropic开启新一轮融资以来，市场热情高涨，融资和估值也被一路推高，最终完成了130亿美元的单轮融资巨额。 但在资本总数没有实质增多的情况下，这或许也是 大模型马太效应 的趋势展现。 融资越多的公司获得越多，融不到资的公司则越难获得融资。 单轮融资130亿美元，估值暴涨300%至1830亿美元 Anthropic本次F轮的融资金额高达 130亿美元 ，也是迄今为止AI公司中规模最大的融资事件之一。 公司总估 ...

Core Viewpoint - Anthropic, the company behind Claude, is set to raise $5 billion in a new funding round, bringing its valuation to $170 billion, making it the second AI unicorn to reach a valuation of over $100 billion after OpenAI [1][2]. Funding and Valuation - In March, Anthropic's valuation was $61.5 billion, indicating a nearly threefold increase in less than six months [3][5]. - The latest funding round, led by Iconiq Capital, will significantly boost Anthropic's total funding to approximately $20 billion [8][16]. - Amazon, a major investor, is expected to participate in this funding round, further solidifying its position as Anthropic's largest investor with a total investment of $4 billion [9][14]. Competitive Landscape - The rapid growth of Anthropic's valuation puts pressure on competitors like OpenAI and xAI, both of which are also raising substantial funds for data centers and talent acquisition [4]. - OpenAI's latest valuation stands at $300 billion, while xAI aims for a valuation of $200 billion [4]. Product and Revenue Growth - Anthropic's Claude models, particularly Claude 3.7 Sonnet, have established a strong competitive edge in AI programming, outperforming GPT-4 in benchmark tests [20][22]. - The company generates 70-75% of its revenue from API usage, with significant earnings from token consumption, while traditional consumer services contribute only 10-15% [25][26]. - Annualized revenue has surged from $1 billion at the beginning of the year to $4 billion, with projections reaching $9 billion by year-end, driven by its advantages in code generation [27][28].

Group 1: Artificial Intelligence Developments - Alibaba Cloud has officially open-sourced Tongyi Wanxiang 2.2 [2] - Zhiyuan has released its first SOTA-level native intelligent model [2] - Shanghai has issued 600 million yuan in computing power vouchers to reduce the cost of intelligent computing power [2] - Microsoft has integrated AI Agent into Edge for automated search, prediction, and integration [2] - Anthropic will introduce new weekly usage limits for Claude Pro and Max starting August 28 [2] Group 2: Industry News and Regulations - The U.S. Department of Commerce is considering a new patent fee mechanism, charging 1%-5% based on total patent value [2] - Samsung has reached a $16.5 billion chip supply agreement with Tesla to produce AI6 chips in the U.S. [2] - Douyin has refuted claims that employees' stock options are arbitrarily canceled by ByteDance after resignation [2] - The Ministry of Industry and Information Technology is working to consolidate the results of comprehensive rectification in the "involution" competition within the new energy vehicle industry [2] - The Shanghai Municipal Commission of Economy and Information Technology aims to achieve full autonomous driving in Pudong, excluding Lujiazui, by the end of the year [2] - Shanghai has issued demonstration operation licenses for intelligent connected vehicles, with eight companies including WeRide being the first approved [2] - The 2025 World Intelligent Connected Vehicle Conference will be held from October 16 to 18, showcasing multiple autonomous driving systems [2]

We’re rolling out new weekly rate limits for Claude Pro and Max in late August. We estimate they’ll apply to less than 5% of subscribers based on current usage. https://t.co/X8FAss3jIC ...