Yuchen Jin@Yuchenj_UW · XAI 摘要
Anthropic 收入增速惊人，可能已超越 OpenAI 的 250 亿美元 ARR。其编程模型和企业策略成效显著，长期合同锁定用户难以转向 Codex。Claude Code 迭代速度极快，几乎日更。同时与 Google、Broadcom 签署协议，确保 2027 年起获得多千兆瓦 TPU 算力支持。
Crazy revenue growth at Anthropic. So they officially surpassed OpenAI's $25B ARR reported a few days ago？
The focus on coding models and enterprise clearly paid off. Once you're locked into a year-long contract， switching to Codex isn't easy.
Claude Code shipping velocity is insane too， new feature every day. If they secure more GPUs and Google TPUs， this growth could accelerate even further.
We've signed an agreement with Google and Broadcom for multiple gigawatts of next-generation TPU capacity, coming online starting in 2027, to train and serve fr...