作者认为 Anthropic 和 OpenAI 已通过编程智能体产品（如 Claude Code、Codex）找到了产品市场契合点（product-market fit）。2026 年 4 月，两家公司均调整了企业版定价，从固定席位费转为按 API Token 用量收费，导致企业客户成本大幅上升。作者以个人使用数据为例，指出每月 $200 的订阅费实际产生了超过 $2,000 的 API 价值。Uber 因 Claude Code 提前用完全年 AI 预算、微软取消部分 Claude Code 许可证等事件，反而印证了产品的强劲需求。SpaceX 与 Anthropic 签署的每月 $12.5 亿云计算协议进一步表明推理计算需求巨大。作者认为 2026 年 4 月是一个新的拐点，标志着 AI 实验室收入模型的真正落地。
Anthropic has raised $65 billion in new funding, giving the AI company a post-money valuation of $965 billion.
Anthropic announced a run rate revenue of $47 billion, raised $65 billion in a Series H round, and achieved a post-money valuation of $965 billion.
Nvidia CEO Jensen Huang announced a $150 billion investment in Taiwan to build AI infrastructure, directly contradicting former President Trump's goal of making the US the center of the AI revolution. Huang cited Taiwan's advanced semiconductor supply chain and manufacturing efficiency as key reasons for the decision, signaling that the US is losing the AI hub race to Asia.
Nvidia announced a $150 billion investment in Taiwan to expand AI infrastructure, contradicting Trump's efforts to centralize AI development in the US. CEO Jensen Huang described Taiwan as the ideal hub for the AI revolution due to its existing semiconductor ecosystem and skilled workforce.
Anthropic has achieved a $965 billion valuation, making it the most valuable artificial intelligence company and surpassing OpenAI. The milestone reflects growing investor confidence in Anthropic's technology and business strategy.