深潮TechFlow|Oct 26, 2026 13:19
[Anthropic: Reports $80.7 Billion Net Loss in First Half, May Not Achieve or Maintain Profitability] According to DeepFlow TechFlow, on October 26, Anthropic publicly filed for an IPO on Nasdaq under the ticker symbol "ANT". The prospectus shows that for the six months ending June 30, 2026, the company's revenue was $16.3 billion, compared to $1.2 billion in the same period last year; however, it reported a net loss of $80.7 billion during the same period, and the company warned that it may not be able to achieve or maintain profitability in the future. As of June 30, the company had raised $141.1 billion in capital. The number of customers with annual revenue exceeding $100,000 increased from 950 to over 11,900, and the net revenue retention rate was approximately 900% as of September 30.
Regarding computing power investment, Anthropic disclosed that it will spend up to approximately $114.5 billion on Google by 2033; under the SpaceX AI arrangement, total expenditures will reach up to $120.5 billion over a period extending to 2029; and under the Broadcom leasing arrangement, total rental payments (excluding interest) during the lease term will be approximately $161.2 billion. The company expects computing and infrastructure costs to increase in absolute terms and remain the largest operating expense for the foreseeable future.
Anthropic has established a long-term interests trust and will create Class T special stock for Class T directors; the board has approved a framework that allows the issuance of up to 2% of Class N shares to a charitable foundation whenever the share price increases by 50%. The co-founders have each pledged to donate 80% of their personal equity to philanthropy. The company anticipates no dividend payments for the foreseeable future and warns that revenue growth may be unsustainable, the growth rate may decline, and costs and losses will continue to increase. Furthermore, the company stated that without proper oversight, advanced AI systems could pose catastrophic or existential risks, and these risks will increase as AI system development becomes more automated. The company repurchased approximately 4.5 million Series B preferred shares in October 2025, and incurred $541 million in expenses related to its endowment matching program for the year ended December 31, 2025.
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