天啊:据报道,Anthropic 的年度经常性收入现已飙升至超过 440 亿美元,相比 2025 年底的 90 亿美元,在短短几个月内实现了近 5 倍的增长,涨幅约为 389%。 这一增长主要由企业采用 Claude 和 Claude Code 驱动,同时据称推理毛利率从 38% 提高到了 70% 以上。
Holy: Anthropic's ARR has reportedly now surged past $44B, up from $9B at the end of 2025, a nearly 5x jump, or roughly 389% growth, in just a few months.
The growth is driven mainly by enterprise Claude adoption and Claude Code, while inference gross margins allegedly improved from 38% to over 70%.