SpaceX、OpenAI和Anthropic的IPO将考验AI热潮的极限
随着SpaceX、OpenAI和Anthropic等科技巨头筹备首次公开募股（IPO），市场将检验人工智能投资热潮的可持续性。这些公司的上市计划可能成为衡量AI行业估值是否过高的关键指标，同时也将考验投资者对高风险高回报科技股的热情是否依然不减。
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Anthropic announced a run rate revenue of $47 billion, raised $65 billion in a Series H round, and achieved a post-money valuation of $965 billion.
Anthropic's run-rate revenue has hit $47 billion, up from $30 billion in April and $14 billion in February 2026, according to its $65B Series H filing. The annualized figures show extremely rapid growth, though some observers have expressed skepticism about the projections.
Simon Willison argues Anthropic and OpenAI have found product-market fit through enterprise coding agents. Both companies shifted to API-based enterprise pricing, and recent models cost more. Stories of Uber blowing its AI budget and Microsoft canceling Claude Code licenses suggest customers are paying high prices for genuinely useful tools, making April 2026 a new revenue inflection point.