Anthropic估值飙升9650亿美元，在AI对决中超越OpenAI
人工智能公司Anthropic的估值飙升至9650亿美元，超越其主要竞争对手OpenAI。这一里程碑式的估值反映了投资者对Anthropic技术路线和商业前景的强烈信心，也标志着AI行业竞争格局的重大转变。Anthropic凭借其注重安全性和可解释性的AI模型，在市场中赢得了独特地位。
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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.
Simon Willison argues Anthropic and OpenAI have found product-market fit through enterprise coding agents. Both companies shifted to API-based enterprise pricing, and recent models cost more. Stories of Uber blowing its AI budget and Microsoft canceling Claude Code licenses suggest customers are paying high prices for genuinely useful tools, making April 2026 a new revenue inflection point.