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*Data last updated: 2026-04-29 05:10 (UTC+8)

As of 2026-04-29 05:10, Anthropic (ANTHROPIC) is priced at $0, with a total market cap of --, a P/E ratio of 0,00, and a dividend yield of 0,00%. Today, the stock price fluctuated between $0 and $0. The current price is 0,00% above the day's low and 0,00% below the day's high, with a trading volume of --. Over the past 52 weeks, ANTHROPIC has traded between $0 to $0, and the current price is 0,00% away from the 52-week high.

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Anthropic (ANTHROPIC) Latest News

2026-04-29 02:09

White House Drafts Guidance to Allow Anthropic Use, Waive Supply Chain Risk Determinations

Gate News message, April 29 — The White House is drafting executive guidance that would allow government agencies to waive supply chain risk determinations for Anthropic and introduce new AI models including Mythos, according to sources familiar with the matter. The proposed administrative measure could provide a pathway to ease tensions between the White House and Anthropic, with one source describing the effort as a way to "save face while bringing them back." Earlier this month, White House Chief of Staff Wiles and Treasury Secretary Bessent met with Anthropic CEO Dario Amodei for what both sides described as a productive preliminary discussion on how the company and government could collaborate. This week, the White House has been convening industry companies to solicit input on potential administrative actions and best practices for deploying Mythos. These meetings include preliminary reviews of guidance documents that could rescind a prior directive from the Office of Management and Budget (OMB) prohibiting government use of Anthropic. The guidance represents a significant shift from earlier restrictions and signals ongoing negotiations between the administration and the AI company over government adoption of its technology.

2026-04-28 18:52

Anthropic Reaches $1 Trillion Valuation, Surpassing OpenAI in Secondary Markets

Gate News message, April 28 — Anthropic has surpassed OpenAI in private market valuation, with its implied worth crossing $1 trillion in recent secondary trades. OpenAI's valuation has settled around $880 billion in similar markets. The shift marks a dramatic momentum change in the AI sector, where OpenAI had long held the top position. Anthropic's surge comes despite its $380 billion funding round just three months earlier, reflecting strong investor demand for limited shares on platforms such as Forge Global and Jupiter. Anthromic's rapid rise is driven by accelerating revenue and enterprise focus. The company's annualized revenue climbed from approximately $9 billion in late 2025 to nearly $39 billion by March 2026. Its Claude models, particularly tools like Claude Code, have gained significant traction among developers and businesses targeting enterprise clients. Anthropic has also secured backing and distribution through major tech ecosystems, including partnerships with Amazon and Palantir. Investors view the company as capital-efficient, reportedly spending significantly less on computing infrastructure compared to competitors while generating strong revenue growth. OpenAI faces mounting pressure despite its scale. Reports indicate the company has missed internal revenue expectations, and leadership has signaled the organization may not yet be ready for a public listing. OpenAI continues to commit heavily to future computing capacity, raising questions about near-term profitability. The competition now reflects two distinct strategies: Anthropic focuses on enterprise clients with compliance-heavy needs and structured pricing, while OpenAI prioritizes consumer engagement and broad accessibility. Both approaches carry opportunities and risks as the broader AI market expands.

2026-04-27 02:49

Gentrace Co-Founders Doug Safreno and Vivek Nair Join Anthropic Following AI Evaluation Tool Shutdown

Gate News message, April 27 — Doug Safreno, co-founder and CEO of AI evaluation and observability platform Gentrace, announced on X that he has joined Anthropic. Gentrace, which helped enterprises test and monitor LLM output quality, secured $8 million in Series A funding led by Matrix (totaling $14 million in funding) before shutting down in late 2025. Safreno noted that co-founder and CTO Vivek Nair had already joined Anthropic and, along with Yongxing Deng, a colleague at Anthropic, convinced him to follow. Safreno cited Anthropic's speed and values as key reasons for the move.

2026-04-25 06:12

SpaceX, OpenAI, and Anthropic IPOs Could Attract Over $240 Billion, Potentially Impacting Crypto Market Liquidity

Gate News message, April 25 — According to market reports, SpaceX is expected to go public in June with a fundraising target exceeding Saudi Aramco's record $29 billion IPO, while OpenAI and Anthropic are planning to list in the second half of 2026. The three companies are projected to collectively attract over $240 billion in capital. SpaceX's IPO would mark the largest initial public offering (IPO) in history if it exceeds Saudi Aramco's current record. Market analysts suggest these mega-IPOs could become a significant turning point for crypto market liquidity, as the three companies are expected to draw capital from the same investment pools as digital assets. Since Bitcoin, Ethereum, and other major cryptocurrencies have become increasingly correlated with the Nasdaq (U.S. tech-heavy stock index) and broader U.S. equity risk appetite in recent years, a large capital shift toward these tech IPOs could potentially reduce buying pressure on BTC, ETH, and altcoins.

2026-04-25 02:29

Google Invests $10B in Anthropic at $350B Pre-Money Valuation, with Up to $30B Additional Tied to Performance Milestones

Gate News message, April 25 — Google and Anthropic have reached a new investment agreement with Google committing $10 billion in immediate cash at a $350 billion pre-money valuation, according to Beating monitoring. An additional $30 billion will be deployed once Anthropic reaches specific performance milestones, which the company has not disclosed. Google also pledged to provide 5 gigawatts of new data center capacity through Google Cloud over the next five years. This represents Google's largest single investment in Anthropic since 2022, when the company began its backing. Google has cumulatively invested approximately $3.3 billion in Anthropic to date. Anthropic's annualized revenue has surged from $9 billion at the end of last year to over $30 billion. In February 2026, Anthropic completed a $30 billion funding round at a $380 billion post-money valuation led by Singapore's GIC and Coatue, with participation from Microsoft and Nvidia. In mid-April, multiple venture capital firms attempted to invest at valuations exceeding $800 billion, but Anthropic declined further funding rounds. Google's entry at $350 billion valuation reflects a strategic pricing approach closer to a compute-for-equity model. The agreement follows Amazon's concurrent commitment to invest $5 billion upfront with an additional $20 billion to follow, contingent on Anthropic purchasing over $100 billion in chips and computing power from Amazon. Both cloud giants are simultaneously backing Anthropic while Google continues developing its competing Gemini model line. Anthropic is considering an IPO as early as October 2026.

Hot Posts su Anthropic (ANTHROPIC)

MarsBitNews

MarsBitNews

13 minuti fa
null 作者:Etan Hunt 编译:深潮 TechFlow 深潮导读: Anthropic 在 Jupiter 上被「估值」万亿美元,Bloomberg、Yahoo Finance 纷纷跟进报道。但制造这个数字的 PreStocks 代币,流动性池只有 94 万美元,前十大持仓控制过半供应,且代币创建者保留冻结和增发权限。Anthropic 官方早已声明不承认此类代币化证券。真实的 Anthropic 故事确实惊人,但不需要一个 Solana DEX 上的薄流动性代币来证明。 这个标题到处都是。Anthropic 在 Solana 头部 DEX Jupiter 上获得了万亿美元隐含估值。The Kobeissi Letter 发了推,BeInCrypto 写了稿,Yahoo Finance 转了,Bloomberg 也跟了。这家 Claude 背后的 AI 公司,刚刚成为历史上第三家跨过万亿美元门槛的私营企业,与 OpenAI 和 SpaceX 并列。 但这些报道都没提到一件事。 制造这个头条的代币,流动性池里只有 94.2 万美元。不是 9.42 亿,是 94.2 万。为全球最受追捧的私营公司估值背书的全部可交易资金池,还不到旧金山一套两居室的挂牌价。 图注:Anthropic 在 Jupiter 上的万亿美元估值页面,来源:Jupiter 持有这个代币的钱包共 3,140 个。前十大地址控制了 50.55% 的供应量。代币启用了 Freeze Authority,意味着创建者可以随时冻结交易。Mint Authority 也处于开启状态,新代币可以随意增发。Solflare 的内置风险扫描器已经对该代币发出了警告。代币在 Solana 的 token registry 上未经验证。 图注:Solflare 对 Anthropic PreStocks 代币的风险概览,来源:Solflare 这就是制造万亿美元数字的工具。 一个 900 万美元市值的代币,如何算出万亿估值 算术没错,但结论有误导性。 Anthropic 总流通股大约在 9.5 亿到 10 亿之间。Jupiter 上的 ANTHROPIC Prestocks 代币峰值交易价格约 1,065 美元。用代币价格乘以理论总股数,就得到了约 1 万亿美元的隐含估值。 计算方式就是这样。但这同时也意味着,一个总市值 959 万美元的代币撑起了一个万亿级别的头条。Jupiter 上实际交易的代币只占 Anthropic 理论总股数的极小比例。这个隐含估值,是把一个极度缺乏流动性的价格外推到根本不在这个市场上出售的股份上。 据 Bitcoin News 报道,该代币一度隐含估值达 1.56 万亿美元,随后价格回落。另一个时段,它以低于 oracle 标记价格 56% 的折价交易。日均交易量在 47.8 万到 170 万美元之间。这些特征不属于一个为全球最有价值私营公司提供可靠价格发现的市场,而是一个持仓集中、管理权限全开的薄流动性投机盘。 Anthropic 官方怎么说 Anthropic 没有沉默。他们的官方支持页面明确写着:公司不允许 SPV 购买 Anthropic 股票,任何此类转让在公司的股权转让限制条款下均属无效。Anthropic 警告说,声称通过代币化证券或远期合约出售其股份的第三方,要么涉嫌欺诈,要么出售的投资可能没有法律价值。 这份警告至少从 2025 年夏天就公开了。但它没能阻止 Prestocks 继续运营,没能阻止 The Kobeissi Letter 在没有显著标注免责声明的情况下发推庆祝万亿里程碑,也没能阻止几十家媒体转发这个标题。 Prestocks 把自己的产品描述为「将私募市场带给大众」,强调 1:1 的 SPV 支持,但 SPV 细节保密。美国人被限制参与。这个工具只提供价格敞口,没有投票权,没有分红,不拥有 Anthropic 股票的法律所有权,也无法保证 SPV 确实持有它声称持有的资产。 真实的 Anthropic 故事已经足够惊人 以上都不意味着 Anthropic 不是一家了不起的公司。它确实是。 营收增长数据本身就够震撼。2025 年底年化运营收入 90 亿美元,2026 年 2 月达到 140 亿,到 3 月底 4 月初已超过 300 亿。一个季度内增长 233%,驱动力来自企业客户对 Claude Code 和 API 产品的采用。Google 投资上限 400 亿美元,Amazon 承诺 250 亿。2 月份 G 轮融资以 3,800 亿美元投后估值完成。 Forge Global 是一个有真实监管框架的合规私募股权交易平台,他们给 Anthropic 的定价接近万亿,部分出价达到 1.15 万亿。Hiive,另一个合规二级交易平台,定价 8,510 亿美元。这些平台交易的是真实持有者手中的真实股份,有真实的法律框架。这些数据才有意义。 Goldman Sachs 和 JPMorgan 给 IPO 建模的估值在 4,000 到 5,000 亿美元之间。Kalshi 预测市场给 Anthropic 在 2027 年 1 月前 IPO 的概率是 59%。即使 IPO 只按 5,000 亿落地,也将是历史上最大规模 IPO 之一。 真正的 Anthropic 故事不需要 Solana DEX 上一个 900 万美元的代币来衬托。营收增长是故事,企业采用是故事,Google 和 Amazon 的巨额押注是故事。 对加密行业真正重要的部分 在所有噪音下面,有一件真正值得关注的事。 一个 7×24 运行、不需要合格投资者认证的 Solana DEX,正在为一家传统金融只能通过季度 409A 估值和受限二级交易才能定价的私营公司,提供实时价格发现。播客主持人 Aakash Gupta 指出,一个 Solana DEX 和一个受监管的美国二级市场,对同一家私营公司的定价相差不到 18%,他认为这是 Pre-IPO 价格发现方式的根本性转变。 这个观察是准确且重要的。将私营公司敞口民主化的基础设施是真实的,它正在 Solana 上被构建。问题在于,眼前这个具体实现有一个 94.2 万美元的流动性池,存在令任何严肃风控评估都会警觉的管理权限,而且公司本身已经明确否认了这个工具。 万亿美元这个数字,是薄流动性市场数学的产物,不是 Anthropic 实际价值的度量。它在没有任何附加说明的情况下制造了这么多头条,这件事本身揭示的,与其说是 Anthropic 的估值,不如说是金融媒体如何处理大数字。 看头条之前,先看代币页面。
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Odaily

Odaily

15 minuti fa
刚落地香港,天才程序员就陨落了。这是让香港🇭🇰这个顶尖的金融中心形成“数据孤岛”吗? 国内的「蒸馏技术」让这些顶尖的AI模型都畏惧 既然高盛开了头,接下来的几周,我们可能会看到大摩(Morgan Stanley)、摩根大通(JPM)在港机构陆续跟进类似的“合规性解释”🥲🥲 高盛香港员工被禁用Claude :出差到港也不行,Anthropic @AnthropicAI 称从未正式支持香港 高盛集团香港办公室员工几周前起无法再通过内部 AI 平台使用 Anthropic 的 Claude 模型。限制按地理位置执行:从海外出差到港的员工在港期间同样无法访问。受影响的主要是使用 Claude 写代码和做金融建模的软件工程师。 高盛对与 Anthropic 合同条款做了严格解读,经与 Anthropic 协商后认定香港员工不应使用任何 Anthropic 产品。Anthropic 发言人对《金融时报》表示,Claude 从未在香港被正式「supported」,但拒绝进一步说明。该限制不涉及 OpenAI 等其他 AI 供应商,高盛员工仍可在内部平台使用 ChatGPT 和 Gemini。 美国 AI 公司限制香港使用的核心顾虑是「蒸馏」:本地机构通过密集调用外国模型的输出来训练自己的模型。ChatGPT 和 Claude 在中国大陆已被屏蔽,但香港此前基本不受限,使用边界由美国公司自行划定。香港是多数全球银行在大中华区的投行和跨境交易枢纽,若员工无法使用最强模型,可能落后于其他团队。《金融时报》称尚无法确认其他银行或企业是否也做了类似限制。
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動區BlockTempo

動區BlockTempo

18 minuti fa
英國《金融時報》獨家、彭博社 4 月 29 日確認:高盛香港分行員工數週前起喪失 Claude 存取權,起因是高盛與 Anthropic 諮詢後採嚴格合約詮釋,確認港區員工不得使用任何 Anthropic 產品;Anthropic 發言人也首度對外表示,Claude 模型「從未在香港正式支援」。這不只是一間銀行的 IT 政策調整——它揭示了 AI 供應商在中美地緣張力下的服務邊界,以及外資金融機構(含加密業務部門)在港的工具鏈正在悄然收縮。 (前情提要:Anthropic Mythos 太強嚇出緊急會議:貝森特、鮑爾召集花旗、高盛、美銀、大小摩,五大銀行聚焦金融風險) (背景補充:Anthropic 要求實名 KYC 驗證!Claude 部分功能將需上傳身分證件,合規壓力擴大) 高盛(Goldman Sachs)香港分行的員工,在沒有任何官方通知的情況下,靜靜地失去了一個工具——Anthropic 的 Claude。 英國《金融時報》4 月 28 日獨家報導,彭博社隔日確認:高盛內部 AI 平台上,Claude 已對香港員工完全關閉,封鎖範圍涵蓋協助程式撰寫、檔案分析等所有使用場景。其他主流模型——Google Gemini、OpenAI ChatGPT——仍在平台上正常執行,唯獨 Claude 缺席。 ### 不是意外,是合約詮釋的結果 事件起因並非技術故障,而是一次企業合規決策。高盛在與 Anthropic 進行諮詢後,採取嚴格的合約詮釋立場,結論是:**香港員工不在 Anthropic 服務範圍之內,因此不得使用任何 Anthropic 產品。** Anthropicsv 的官方回應簡短而明確——發言人向 FT 表示,Claude 模型「從未在香港正式支援(never officially supported in Hong Kong)」,並拒絕進一步評論。 這句話背後有實質依據:Anthropic 官方公布的支援地區清單從未包含香港,Claude 在香港也長期在 IP 層級被封鎖。此一限制並非香港法規所要求,而是 Anthropic 的主動政策選擇。 ### 為什麼香港不在支援名單?三層邏輯 第一層是法律環境。2020 年《國家安全法》實施後,香港的法律框架對美國科技公司的資料主權與合規義務構成不確定性,Anthropic 選擇保守處理。 第二層是美國政府關係。Anthropic 持有大量美國聯邦政府合約,涵蓋國防與情報部門,其地緣管制政策必須與美國出口管制框架保持一致。Anthropic 本身也是美國先進晶片出口管制的公開倡議者。 第三層是模型安全疑慮。2026 年初,Anthropic 公開指控包括 DeepSeek 在內的中國 AI 實驗室,透過超過 1,600 萬次互動進行「模型蒸餾(model distillation)」,系統性地抽取 Claude 的能力。此事件進一步強化 Anthropic 在中國相關地區的存取限制立場。 值得注意的是,Anthropic 於 2026 年更新服務條款,加入全球性的所有權限制:**任何公司若中國實體直接或間接持股超過 50%,無論在哪國設立或營運,均被禁止使用 Claude。** ### 高盛不是第一個,也不會是最後一個 此次事件的特殊性在於:不是 Anthropic 主動下架高盛的服務,而是高盛主動諮詢、主動收緊。這代表外資金融機構已開始將 AI 工具的地緣合規納入標準風控流程。 高盛香港分行本身就是多個主要加密機構的清算合作方、OTC 交易對手與合規顧問。若這類工具管制在外資銀行香港部門中形成慣例,**受衝擊的不只是科技部門的工程師,還包括加密資產交易、結構性產品設計、客戶盡職調查等高度依賴 AI 輔助的業務線。** 目前尚不清楚其他外資銀行是否採取類似措施。但根據 SCMP 的報導,隨著 Anthropic 加強身份驗證(含 KYC 要求),香港用戶透過 VPN 及地下管道繞道存取 Claude 的規模正在擴大——顯示需求存在,但合規路徑已被封堵。 ### AI 工具也有地緣政治邊界 這不是第一起 AI 工具因地緣政治因素被限制的案例,但它的象徵意義格外清晰:當 Anthropic 的 Claude 成為金融機構核心工作流的一部分,它的服務邊界就不再只是產品決策,而是地緣政治現實的延伸。 在中美 AI 監管邊界持續模糊的當下,「你能用哪個 AI 模型」,正在成為一個合規問題、一個地理問題,也是一個政治問題。 ![](https://img-cdn.gateio.im/social/moments-d21125913f-958db22fd0-8b7abd-badf29)
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