Anthropic eyes Nasdaq listing, targeting $2T valuation with a second straight profitable quarter

Anthropic 计划登陆纳斯达克，连续第二季度盈利瞄准 2 万亿美元估值

Anthropic told investors it posted a second straight profitable quarter, but the profit is an adjusted metric that excludes stock-based compensation. Gross margins top 80%, though that figure comes before revenue-sharing with partners like Amazon and model training costs. Quarterly revenue jumped 14x year-over-year to $11.5B, with an annualized run rate of $65B at end of July. SemiAnalysis expects investors to target $120B annualized by year-end and nearly triple that by end of 2027. Anthropic plans a Nasdaq IPO at a possible $2T+ valuation. Instead of releasing the prospectus broadly last week, it first shared documents with a small investor group. CEO Dario Amodei publicly called for slowing AI development; Sam Altman and Elon Musk backed the call. Altman told Fortune OpenAI won't go public this year.

Why it matters: Anthropic targets Nasdaq with a second straight adjusted-profitable quarter, $11.5B quarterly revenue, $65B annualized run rate, and a $2T valuation ambition. All three HKR axes hit: the headline grabs, the numbers are concrete, and the topic resonates. Not scoring higher beca...