英伟达豪掷1500亿美元押注台湾，特朗普将美国打造成AI中心的计划适得其反
英伟达CEO黄仁勋宣布将在台湾投资1500亿美元建设AI基础设施，这与特朗普政府推动美国成为全球AI中心的战略形成鲜明对比。此举表明，尽管美国试图通过政策引导制造业回流，但全球AI产业链仍高度依赖台湾的半导体和供应链优势。这一投资决策可能削弱特朗普将AI产业重心迁回美国的计划效果。
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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.