Anthropic posts $80bn loss in first half of 2026: WSJ《华尔街日报》预测,Anthropic公司2026年上半年将亏损800亿美元。
The loss, up from $13bn in the same period last year, was driven by accounting charges, according to the report.

The loss is up $13 billion more than last year, driven by accounting charges, the report said.
Anthropic logo and a keyboard in this illustration taken on October 19, 2026 [Dado Ruvic/Illustration/Reuters]
Anthropic, the artificial intelligence (AI) company known for creating the chatbot Claude, recorded a net loss of more than $80bn in the first half of 2026, according to the Wall Street Journal, as the market anticipates its looming initial public offering (IPO).
The corporation also indicated it could spend up to $750bn in coming years to acquire more computing capacity, including potential deals currently under discussion, the Journal said on Tuesday.
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The main driver for the loss was the $72bn in accounting charges related to changes in the value of convertible notes and other financial instruments Anthropic issued to raise funding, the report said.
The loss figure was up from $13bn a year earlier, according to a draft prospectus, a legal document corporations submit to financial regulators, for its IPO.
The figures show the hefty costs of the AI race, even as investors look more closely at whether the money companies are pouring into chips and data centres will pay off.
Anthropic also shared a list of potential risk factors, including uncertainty over how to prevent its products from doing harm, whether through sophisticated cyberattacks or blackmail by uncontrolled models.
Anthropic did not respond to a request for comment, and the report on the non-public information could not be immediately verified.
Investors weigh loss
Reuters first reported in September that Anthropic posted a net loss of $42bn in 2025, as part of a series of exclusives from its IPO prospectus.
The company has benefited from the popularity of Claude Code, its coding assistant that developers use to write software and build apps.
But some current and prospective investors who attended Anthropic’s investor day in San Francisco, California, last week are weighing a lower valuation for the AI company after its latest financial disclosures, four people familiar with the matter told Reuters.
The investors who attended the event discussed a valuation of around $1.5 trillion, three of the people said, a significant step down from the roughly $2 trillion valuation previously expected for the November share sale.
Anthropic’s revenue jumped to $16.3bn in the six-month period that ended June 30, up from $1.1bn a year ago, while AI infrastructure spending nearly quadrupled to almost $9bn, the Journal reported.
Anthropic reported last week that AI could be months away from learning to self-replicate on everyday home devices.
报告称,由于会计费用增加,亏损额比去年增加了130亿美元。
这张摄于 2026 年 10 月 19 日的插图中出现了人形生物的标志和键盘。[Dado Ruvic/Illustration/Reuters]
据《华尔街日报》报道,以创建聊天机器人 Claude 而闻名的人工智能 (AI) 公司 Anthropic 在 2026 年上半年净亏损超过 800 亿美元,因为市场预期该公司即将进行首次公开募股 (IPO)。
据《华尔街日报》周二报道,该公司还表示,未来几年可能会花费高达 7500 亿美元来获取更多的计算能力,包括目前正在讨论的潜在交易。
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报告称,造成亏损的主要原因是与 Anthropic 为筹集资金而发行的可转换票据和其他金融工具的价值变动相关的 720 亿美元会计费用。
根据公司向金融监管机构提交的首次公开募股(IPO)招股说明书草案(一份法律文件),亏损额较上年同期的 130 亿美元有所增加。
数据显示,人工智能竞赛的成本非常高昂,投资者们也在密切关注各公司投入芯片和数据中心的资金是否能够获得回报。
Anthropic 还分享了一份潜在风险因素清单,其中包括如何防止其产品造成伤害的不确定性,无论是通过复杂的网络攻击还是不受控制的模特的勒索。
Anthropic公司未回应置评请求,有关非公开信息的报道也无法立即核实。
投资者权衡损失
路透社在9月份率先报道,Anthropic公司预计2025年净亏损将达到420亿美元,这是该公司IPO招股说明书中一系列独家消息的一部分。
该公司受益于其编码助手 Claude Code 的流行,开发者可以使用该助手编写软件和构建应用程序。
但据四位知情人士向路透社透露,上周参加 Anthropic 在加利福尼亚州旧金山举行的投资者日活动的现有和潜在投资者,在 Anthropic 最新财务披露后,正在考虑降低这家人工智能公司的估值。
据三位知情人士透露,参加此次活动的投资者讨论的估值约为 1.5 万亿美元,这比此前预期 11 月份股票发行时约 2 万亿美元的估值大幅下降。
据《华尔街日报》报道,截至 6 月 30 日的六个月期间,Anthropic 的收入跃升至 163 亿美元,高于一年前的 11 亿美元,而人工智能基础设施支出几乎翻了两番,达到近 90 亿美元。
人类学研究所上周报告称,人工智能可能还需要数月时间才能学会在日常家用设备上进行自我复制。