刚刚，一个2.6万亿AI独角兽诞生！英伟达微软押注，马斯克急了

智东西02-13

智东西（公众号：zhidxcom）作者 | 王涵编辑 | 冰倩智东西2月13日报道，今天凌晨，AI独角兽Anthropic宣布已完成300亿美元（约合人民币2070.19亿元）G轮融资，投后估值达3800亿美元（约合人民币2.62万亿元），公司年化经常性收入已达140亿美元（约合人民币699.09亿元），在过去三年中每年平均增长超10倍。▲Anthropic公告（来源：X）据Anthropic公告...

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E. Shaw Ventures、Dragoneer、Founders Fund、ICONIQ和MGX。本轮重要投资者有黑石集团、高盛另类投资旗下成长股权部门、摩根大通、红杉资本、淡马锡等。本轮融资还包括2025年11月已公布的英伟达和微软的投资，即英伟达和微软承诺分别向Anthropic投资100亿美元（约合人民币690.06亿元）和50亿美元（约合人民币345.03亿元）。（Anthropic获微软英伟达千亿投资！估值飙到2.5万亿）一、超500家客户年掏百万美元，财富10强抢着用公告中透露，以年化经常性收入计，年消费超10万美元（约合人民币69.01万元）的Claude客户数量在过去一年增长7倍。从单一用例API、Claude Code或Claude for Work开始使用Claude的企业，正将其集成扩展至全组织。两年前，仅有十余家Claude客户年度支出超百万美元，如今该数字已突破500，财富10强企业中有8家现已为Claude客户。Claude Code自2025年5月全面开放以来，如今其年化经常性收入已超25亿美元（约合人民币172.52亿元），自2026年初以来增幅翻倍。Claude Code的每周活跃用户数自2026年1月1日以来也实现翻番。近期分析显示，全球GitHub公共提交中的代码有4%是由Claude Code生成的，该比例是一个月前的2倍。Claude Code的企业订阅量自2026年初也增长了4倍，企业使用贡献已超总营收半数。二、Opus 4.6首发百万token，Claude Code狂揽开发者过去1年中，Anthropic在模型和产品侧都做出了广受认可的成绩。Anthropic的Claude系列模型持续迭代，由3.7版本升级至最新的4.5版本，编程能力、Agent能力都有明显提升，能在生产力场景更为端到端、长时间地完成复杂任务。2026年2月6日，Anthropic发布旗舰模型Claude Opus 4.6，是Anthropic首款开启100万token上下文窗口测试功能的旗舰级模型，该模型在长上下文查询、推理、规划等能力上均有所提升。（Claude Opus 4.6杀死编程比赛！挖出500个0day漏洞，生成k线成交量分布，还有PPT直出）▲Claude Opus 4.6发布推文（来源：X）在其专精的编程领域，Claude虽然并不总是位居榜单第一，但在开发者群体里的口碑较好。产品侧，Anthropic做出了爆款产品Claude Code。2025年2月，Claude Code随着Claude 3.7 Sonnet一同发布，此后迅速成为开发者圈内的爆款。作为一款能自动执行工程任务、读写代码库、运行测试的AI编程助手，Claude Code采用了开发者熟悉的命令行界面，还在上下文持久化、Agent能力上持续进步，体验不断优化。▲Claude Code（来源：Anthropic）今年1月，Anthropic还推出了Claude Code的图形化UI版本——Cowork。如今，更多非技术背景的人员也可以使用到Claude Code的Agent能力，完成整理文件、抓取网页等非编程类任务。此外，Anthropic也试图定义Agent这一赛道的开放生态。2025年10月，Anthropic推出了Agent Skills概念，并在同年12月将其作为开放标准正式发布，试图让智能体具备类似“技能包”的模块能力，这些技能可以被封装、复用、共享和组合。Agent Skills本质上是由指令、资源和可选脚本组成的文件夹式结构，Claude会根据当前任务自动识别并按需加载相关技能，从而实现可重复、可组合的专业化任务执行能力，而不是每次都靠提示词驱动此外，Anthropic正在为IPO做准备，最早可能在2026年进行。Anthropic已经聘请律师事务所开展前期准备工作，并与多家投行就上市事宜进行了初步接触。结语：Anthropic商业化进程按下加速键与OpenAI的To C路线不同，Anthropic则更加注重To B市场。Anthropic已经实现年化收入140亿美元、三年年均增长超10倍，其产品Claude Code贡献了超25亿美元年化收入，这一系列成绩都标志着Anthropic正以惊人的速度推进商业化进程，将技术领先转化为市场优势。Anthropic在基础设施层面的多元化布局横跨AWS Trainium、谷歌TPU、英伟达GPU，为企业客户提供了兼具性能与韧性的基础设施保障，这正是Anthropic在激烈竞争中构筑的护城河。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.0","shortVersion":"4.42.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2611183905","isCrawlerRequest":true}