牛来！A社营收暴涨1400%，最新季度入账115亿美元

TL;DR - Anthropic reportedly generated more than $11.5 billion in second-quarter revenue, up over 14-fold year over year, while posting its first positive adjusted operating profit. The surge strengthens its IPO case but leaves questions about accounting, demand durability, and compute costs.

• Annualized revenue reportedly exceeded $47 billion in May, overtaking OpenAI’s recently reported $40 billion.
• Investors are reportedly considering an IPO valuation above $2 trillion, roughly 43 times Anthropic’s May annualized revenue.
• Positive adjusted operating profit does not establish net profitability or positive cash flow; Anthropic has not disclosed the excluded costs.
• Heavy inference and compute expenses, including a cited $15 billion annual contract, could significantly constrain margins.