尽管市场波动加剧且人工智能投资领域出现更广泛的回调，Anthropic 仍打算推进其首次公开募股（IPO）。
这家 Claude 模型制造商在周二提交的 更新后的 IPO 文件 中表示，它将发行总计 8.25 亿股 A 类股票，预估价格区间为每股 70 至 78 美元。此次发售预计将筹集 577.5 亿美元至 643.5 亿美元之间的资金。
如果 Anthropic 的股票以价格区间的上限挂牌交易，按完全稀释基础计算，其市值可能高达惊人的 1.404 万亿美元。这相较于 Anthropic 在 5 月融资 中达到的 9650 亿美元估值有了显著增长，但仍低于该公司据报道在几个月前设定的 2 万亿美元目标。
此外，Anthropic 表示已达成协议，以 IPO 价格向 AMD、博通（Broadcom）、谷歌（Google）、美光（Micron）、微软（Microsoft）、英伟达（Nvidia）和台积电（TSMC）私募出售价值 260 亿美元的无投票权 N 类股票。谷歌和英伟达各投资 100 亿美元。
总体而言，Anthropic 估计净收益将达到 846 亿美元至 937 亿美元之间（若 IPO 承销商行使购买额外股份的选择权，则达到后者金额）。
包括高盛（Goldman Sachs）和摩根士丹利（Morgan Stanley）在内的承销商有权以 IPO 价格从 Anthropic 额外购买多达 1.2375 亿股股票。
作为一家公益公司（public benefit corporation），创始人持有拥有 50.1% 投票权的 F 类股票。长期利益信托（Long-Term Benefit Trust）也将选举董事会多数席位，因此 A 类股票的买家影响力有限。
据 CNBC 报道，Anthropic 计划在 11 月 19 日左右开始在纳斯达克交易，股票代码为“ANT”。该公司预计将把高达 20% 的发售份额分配给零售投资者。
Anthropic 还在更新后的文件中提供了一些新细节。该公司表示，截至 10 月底，其年化收入达到 810 亿美元，比 9 月底增加了约 100 亿美元。
此外，该文件现在列出了公司联合创始人预计在 IPO 中出售的股份数量：首席执行官 Dario Amodei、总裁兼主席 Daniela Amodei、首席计算官 Tom Brown、Anthropic Institute 负责人 Jack Clark、首席科学官 Jared Kaplan、首席架构师 Sam McCandlish 以及可解释性研究主管 Christopher Olah 每人均出售近 340 万股股票。按照 IPO 价格区间的中间价 74 美元计算，他们每人将获得约 2.5 亿美元。
更新后的文件还包含一个虽小但重要的变化，暗示了公司对特朗普政府的态度：公司在多处将“超级智能”（super intelligence）和“SI”与“人工智能”（artificial intelligence）和“AI”互换使用，引用了特朗普 9 月的行政命令，该命令指示政府部门和机构使用这一新术语来指代 AI。
该公司的第三季度收入为 170 亿美元，九个月总收入为 332 亿美元。该公司报告称九个月净亏损为 1040 亿美元，其中计算和基础设施承诺支出高达 9009 亿美元。公司拥有近 1320 亿美元的现金和短期投资。
Anthropic 最大的竞争对手 OpenAI 据报道在上周完成 110 亿美元融资后，估值达到 1.25 万亿美元，这笔融资额接近其最初试图筹集的 200 亿美元的一半。
_注：本文已根据更新后的 IPO 文件补充了更多细节和背景信息。
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Anthropic intends to push ahead with its IPO despite shakier markets and the broader pullback from AI investing.
The Claude-maker said in an updated IPO filing on Tuesday that it would be offering a total of 825 million Class A shares at an estimated price range of $70 to $78 per share. The sale is expected to raise anywhere from $57.75 billion to $64.35 billion.
The company could end up being worth a hefty $1.404 trillion if its shares list at the top of the price range, on a fully diluted basis. That would represent a significant jump up from the $965 billion valuation Anthropic reached in a May fundraise, but it’s still lower than the $2 trillion the company was reportedly targeting a couple months ago.
Separately, Anthropic said it had struck a deal to privately sell $26 billion of non-voting Class N stock at the IPO price to AMD, Broadcom, Google, Micron, Microsoft, Nvidia, and TSMC. Google and Nvidia are investing $10 billion apiece.
All up, Anthropic estimates net proceeds to reach somewhere between $84.6 billion and $93.7 billion (the latter if the IPO underwriters exercise their option to buy additional shares).
Underwriters, including Goldman Sachs and Morgan Stanley, will have the option to buy up to 123.75 million more shares from Anthropic at the IPO price.
As a public benefit corporation, the founders hold a Class F share with 50.1% of the voting power. The Long-Term Benefit Trust will also elect a board majority, so Class A buyers will have limited influence.
Anthropic intends to start trading on the Nasdaq close to November 19, per reporting from CNBC, under the ticker symbol “ANT.” The company expects up to 20% of the offering to be allocated to retail investors.
Anthropic also gave out a few new details in the updated filing. The company said its run-rate revenue reached $81 billion by the end of October, about $10 billion more than at the end of September.
Also, the filing now lists how many shares the company’s co-founders expect to sell in the IPO: CEO Dario Amodei, president and chairperson Daniela Amodei, chief compute officer Tom Brown, Anthropic Institute head Jack Clark, chief science officer Jared Kaplan, chief architect Sam McCandlish, and interpretability research lead Christopher Olah are all selling nearly 3.4 million shares each. At the $74 midpoint of the IPO price range, that would land them about $250 million each.
The updated filing also has a small but important change that hints at the company’s stance toward the Trump administration: The company at many points uses “super intelligence” and “SI” interchangeably with “artificial intelligence” and “AI,” citing Trump’s executive order from September that directed government departments and agencies to use that new terminology to refer to AI.
The company’s third-quarter revenue came in at $17 billion, and nine-month revenue was $33.2 billion. The company reported a nine-month net loss of $104 billion, with compute and infrastructure commitments hitting $900.9 billion. It has nearly $132 billion in cash and short-term investments.
OpenAI, Anthropic’s biggest rival, was reportedly valued at $1.25 trillion last week after it raised $11 billion, nearly half the $20 billion it had first tried to raise.
Note: This story has been updated with additional details and color from the updated IPO filing.
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Rebecca Bellan is a senior reporter at TechCrunch where she covers the business, policy, and emerging trends shaping artificial intelligence. Her work has also appeared in Forbes, Bloomberg, The Atlantic, The Daily Beast, and other publications.
You can contact or verify outreach from Rebecca by emailing [email protected] or via encrypted message at rebeccabellan.491 on Signal.
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Ram is a financial and tech reporter and editor. He covered North American and European M&A, equity, regulatory news and debt markets at Reuters and Acuris Global, and has also written about travel, tourism, entertainment and books.
You can contact or verify outreach from Ram by emailing [email protected].
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