Rohan Paul@rohanpaul_ai · X据《华尔街日报》报道，Anthropic预计将大幅提前盈利，计划于2026年第二季度实现首次运营利润，而非此前预计的2028年。该公司收入预计同比增长130%，达到109亿美元，二季度运营利润可达5.59亿美元。核心驱动力是“代理式编程”，使Claude能处理更长的软件任务，提供可租赁的数字劳动力，从而显著提升客户价值。同时，成本结构持续改善，计算成本占收入比预计从一季度的71%降至56%，规模效应开始显现。此外，更广泛地使用谷歌和亚马逊芯片、较小的免费用户群体以及更少的超大型数据中心投资承诺，也为其带来了竞争优势。
WSJ： Anthropic is now projected to hit its first operating profit in Q2， with revenue jumping 130% to $10.9B after expecting profitability only around 2028.
The shock is not only the profit， but the speed at which enterprise AI spending is converting into real revenue.
Anthropic made $4.8B in Q1， then told investors it expects $559M in operating profit in the June quarter.
The driver is agentic coding， where Claude does longer software tasks instead of only answering one prompt at a time.
That changes the product from a chatbot into rented digital labor， so customers can justify much bigger bills.