原文作者：Kate Clark,Anissa Gardizy and Stephanie Palazzolo 编辑：阿a，注： 在这篇文章中我们使用了Notion AI进行翻译
其中一位知情人士说，Anthropic预计，到今年年底，公司的年化营收将达到2亿美元，这意味着每月营收将接近1700万美元。此人说，到2024年底，Anthropic希望每月收入超过4,000万美元，年化收入达到5亿美元。Anthropic最近与亚马逊(Amazon)达成协议，后者将向云客户出售该初创公司的人工智能软件，这是该公司预计增长的一个关键原因。亚马逊表示，包括研究提供商LexisNexis、资产管理公司Bridgewater Associates和旅游出版商Lonely Planet在内的客户都在通过亚马逊网络服务使用Claude。
不包括最新的亚马逊投资，Anthropic已经从包括Spark Capital和Salesforce Ventures在内的投资者那里筹集了超过11亿美元的资金。据彭博社报道，2022年4月，这家LLM开发商还在现在破产的加密交易所FTX的创始人兼首席执行官Sam Bankman-Fried的带领下筹集了5.8亿美元。据彭博社报道，FTX此后停止了出售其Anthropic股份。
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Anthropic, one of the main rivals of OpenAI, is in talks with investors to raise at least $2 billion in new funding, following a commitment from Amazon last week to invest $1.25 billion in the company, according to three people with direct knowledge. Anthropic has told investors that Google, which bought a roughly 10% stake in the startup in 2022, is expected to invest in the round, two of the people said.
The 2-year-old startup, which sells Claude, a chatbot that competes with OpenAI’s ChatGPT, wants a valuation between $20 billion to $30 billion including the new investment, according to one of those people. That would quintuple the valuation of the company since March, when investors put a $4 billion price tag on the firm, and make its shares far pricier than those of OpenAI in terms of its valuation multiple on revenue.
• Anthropic is measuring itself against rival OpenAI
• Anthropic generates one-tenth the revenue of OpenAI
• Investors have been willing to pay high prices for AI startup shares
The round is not finalized and terms of the deal could change. One of the people with knowledge of the fundraising effort said Anthropic is also talking to sovereign wealth funds and other institutional investors. Spokespeople for Anthropic didn't immediately comment.
The move shows how the leading developers of artificial intelligence are racing to secure as much capital and computing resources as possible to develop the next generation of their software, known as large language models. AI development is particularly expensive because it requires specialized server chips that require more power than processors that handle traditional computing work. Private investors, meanwhile, have been willing to stomach ever-higher prices for shares of leading AI developers.
After OpenAI aligned itself with Microsoft, a major cloud server provider that committed more than $10 billion in funding for the startup earlier this year, other independent AI model developers such as Anthropic have sought to find their own computing benefactors. That prompted Anthropic’s initial pact to use Google Cloud and an investment from the search company, Cohere’s partnership with Oracle, and Inflection AI’s capital raise from Microsoft and AI chip designer Nvidia, among others.
In addition to computing resources, the startups are counting on the cloud providers to help sell their AI software to customers. They hope to follow in the footsteps of OpenAI, which was recently on pace to generate more than $1 billion in revenue annually, boosted in part by sales of its software through Microsoft’s cloud unit.
Anthropic has told some investors it has been generating revenue at a $100 million annualized rate, implying it has generated more than $8 million in revenue per month, said two people with direct knowledge. That would mean an investment in Anthropic at a valuation of $20 billion would carry a valuation multiple on future revenue of 200 times, far more expensive than OpenAI’s valuation multiple.
By the end of this year, Anthropic projected it would generate revenue at a $200 million annualized pace, implying nearly $17 million in monthly revenue, one of the people said. And by the end of 2024, Anthropic hopes to generate more than $40 million in monthly revenue, a $500 million annualized rate, this person said. Anthropic’s recent deal with Amazon, in which the cloud provider will sell the startup’s AI software to cloud customers, is a key reason for the projected growth. Amazon has said customers including research provider LexisNexis, asset management firm Bridgewater Associates, and travel publisher Lonely Planet were using Claude through Amazon Web Services.
Anthropic’s AI software is considered among the best in the nascent industry and the company has long measured itself against OpenAI, which was valued at about $27 billion in an employee share sale earlier this year. OpenAI is looking to sell employee shares again at a much higher valuation, according to a person with knowledge of the situation. OpenAI is targeting a share price that implies a valuation of at least $80 billion for the company, the Wall Street Journal reported.
At that price, OpenAI investors would be paying a valuation multiple of around 80 times revenue, far above the valuations of public tech stocks.
Investors would also be buying into a company with an unusual corporate structure. Anthropic, founded in 2021, has an independent body of five individuals with no financial stake in the company who can elect and remove a number of Anthropic’s board members. Anthropic said this group aims to align Anthropic’s goals with the interests of the general public.
Nonetheless, cloud providers have had plenty of reasons to buy into Anthropic. Last week, Amazon, which had struggled to develop its own AI products for cloud customers, said Anthropic would develop AI using servers from AWS. Amazon said it may provide an additional $2.75 billion in funding on top of the initial $1.25 billion, which came in the form of a convertible note that would turn into stock when Anthropic raises more money.
Amazon had another reason for its deal with Anthropic. Amazon has developed special server chips, Trainium and Inferentia, to power AI development and has wanted more cloud customers to use those chips rather than Nvidia’s graphics processing units, which have been in short supply. As part of the Amazon-Anthropic deal, Anthropic agreed to use Amazon’s chips. AWS is one of the biggest buyers of Nvidia chips but the companies have increasingly been at odds as Nvidia develops its own cloud service.
If Anthropic raises more money from Google, it would raise questions about how the startup plans to split its allegiance between the two rival cloud providers. Google has its own AI models and plans to sell them to cloud customers, whereas AWS doesn’t have the same caliber of in-house AI so it has needed to collaborate and sell software from firms such as Anthropic. (AWS recently made its own Titan LLMs available to all its customers.)
While LLMs developed by Anthropic, OpenAI and Google are far from perfect, they have shown the ability to help software developers code faster and help business managers summarize documents or automatically generate ads and other marketing content. Some LLM developers have begun referring to the technology as the next software operating system because of the models’ ability to write and run code, access the internet and retrieve and reference files.
Excluding the latest Amazon investment, Anthropic has raised more than $1.1 billion in funding from investors including Spark Capital and Salesforce Ventures. In April 2022, the LLM developer also raised $580 million in a round led by Sam Bankman-Fried, the founder and CEO of the now-bankrupt crypto exchange FTX. FTX has since halted the sale of its Anthropic stake, Bloomberg reported.
Kate Clark is deputy bureau chief responsible for venture capital coverage at The Information. She's the author of Dealmaker, a weekly column on VC. She is based in New York and can be found on Twitter at @KateClarkTweets. You can reach her via Signal at [+1 (415)-409-9095](tel:+1 (415)-409-9095).
Anissa Gardizy is a reporter at The Information covering cloud computing. She was previously a tech reporter at The Boston Globe. Anissa is based in San Francisco and can be reached at firstname.lastname@example.org or on Twitter at @anissagardizy8
Stephanie Palazzolo is a reporter at The Information covering artificial intelligence. She previously worked at Insider and Morgan Stanley. Based in New York, she can be reached at email@example.com or on Twitter at @steph_palazzolo.