Anthropic终于为IPO备案
另一只人工智能鞋本周下架，Anthropic为今年第二批人工智能首次公开出售的股票申请。
但简言之，它正在对购买计算能力做出难以想象的巨大赌注，不确定客户会持续多久在AI上花费，而正如Jason Bloomberg所写，无人提及的风险是
如果感恩节之前发生，他们将加入70%的Nvidia雇员，任何在湾区寻找经济适用住房的人
一个有趣的皱纹：SpaceXAI，另一个IPO，今年早些时候，希望Anthropic的报价是成功的，因为它提供大量这种计算。 与其他AI伙伴/竞争对手如Google和Microsoft相同。
Anthropic并不只是积累现金，Meta本周称将发行950亿美元无表决权股票以建设更多。 很少有人，至少是所有普世支持Nvidia，似乎认为AI和数据中心的反弹会削弱这一投资。 但这并不表示每个人都会赢。 SpaceX CEOE Elon Musk 称本周自负但或许没有错(Gartner同意)，许多AI新云在音乐停止后会大吃一惊。
投资者的担心也延伸到大云供应商。 Google母版Alphabet的股价在星期四超过12%, Microsoft由于具有弹性的应用层，可以应用AI而表现较好。 但是，尽管云收入增长强劲，但Amazon股票却陷入了担心，它可能为基础设施支出过多。
投资人看起来很狡猾直到今年，Intel的股票在星期四收入报告之后跌了20%以上，Fortinet在报告之后也下降了20%以上，其中前景略低。
不要放松，包括Apple、AMD、Supermicro、Qualcomm、Arm和Palantir。
Nvidia首席执行官黄杰森(Jensen Huang)身边挂了一段时间，尔时世尊。 《纽约时报》阐述了美国政府担忧的骨头，也许这种间谍活动比我们知道大钱和地缘政治的关联之处更常见，但这可能是我们最后一次听到的，即使特朗普政府正在灌注。
下星期会有一场选举，可能改变事情。.. 不可预测，系好安全带并投票(但不代表错人，谢谢).
以下是本周所有企业及来自SiliconANGLE及更多科技新闻、分析和评论：
分析、意见和思考
Anthropic前景中隐藏的威胁：规模不经济
阿波罗分析显示除了最大的科技巨头之外没人能从AI那里得到好处
基因AI的伤害大于善？Gary Marcus体重很大你可以猜他站在哪
同样令人清醒的意见是：“我们现在正在教年轻人将同样的表面流利性误以为实际理解。”
企业从人工智能实验转向自主运营时，该注意什么？
Snowflake首席执行官斯里达尔·拉马斯瓦米(英语：Sridhar Ramaswamy)在Ali Ghodsi提出一些建议，或者说荫影，这位CEO是仍然不公开的对手Databricks. Ghodsi的答复也是无价之宝。
AI与数据：下一个大型AIIPO
金钱问题
Anthropic文件 S-1文件为块头AI IPO
索林克·融资超过100美元，用AI从安全摄像头提取业务数据
Hex 融资 1亿美元用于建设“agent——分析的本土未来”
AI启动Lumaril 融资 66M 让工厂成为自己最好的版本
以消费者为重心的AI助理，5 500美元
Circuit Mind 获得 25M 并让 AI agents 工作检查电路板图
AI架构启动 Dream 发布拥有1700万美元的资金
Agent身份启动 Mintive 获得牛仔创业公司 Coatue 天使杰夫·迪恩 Andrej Karopathy (per TechCrunch)
Crux Labs 融资超过 6M 用于用人判断改进企业 agents
边音融资 2M 帮助物理AI实现音频感知
新模式和服务
Google首播旗舰 Gemini 4 碳模型与网络安全升级
Google 推出尖端基因4世界模型
OpenAI 发布 GPT-6.1号机车。 以半价价获得更快，表现更好的AI agents
Nvidia 发布全能适应性强的尼莫特龙 3.5音频转录和翻译模型
Oracle 带来 Google的TPU到其云，新增 ChatGPT集成
SAP用更聪明，受管的Joule agents推进其自主企业
Cloudera 扩展其AI生态系统与伙伴关系和包装蓝图
独家：预言发布 DataGPT在ChatGPT,Claude和Copilot内部运行数据工作流程。
独家：iMerit 发布平台连接AI开发者与专业域专家
GitHub首发式Copilot Fusion，一个新的型号选择和管弦系统
Virtana让其AI agents从其他销售商那里拉进agents，制造IT事件
Jedify 正式发布数据 Agents 用于建设 AI 分析器的纯语言
Regal 首次亮相 Goal Oriented Agents 在每个呼叫中设置一个演员和一个导演模型
围绕企业：字母大错
金钱问题
Elon Musk预测新云摇晃是人工智能基础设施枯竭的功劳
Meta 将股票出售至95B美元，以资助AI基础设施建设
Nvidia,AMD作为扩展芯片伙伴关系的一部分，以Meta股份购买4B元。
Oracle股票占11%，因为长期收入预测和融资清晰度缓解了债务问题
Salesforce 收购国防公司 Rune 种植5.6B 军用军火
Serval 融资 150M 价值3B，使其自动化agents 超越IT
推论云启动 General Compute reels in 100,000M，尽管更广泛的AI资金担心
供资4 500万美元，用于加快自主金融业务
AI 基础设施平台供应商
收入
错失上下线的令人震惊的投资者后，字母顺序的股票汇兑
Microsoft的股票在实收和收入增速的基础上增长，Azure增长48%.
Amazon的股本落到令人失望的收入和失收上
Intel股票在PC市场减速导致指导不力后下跌20%以上
ServiceNow股份在混合收入结果后下降18%
Samsung 证实了在 AI 内存芯片需求的飞涨上创纪录的运营利润
Fortinet 小时后跌出26%，随着Gen Digital的崛起，它也随时间而移动
SK hynix 第三季度利润大大超过AI内存提振的估计
NXP 半导体利润跃升汽车，工业增长
Q3收入报告
CommVault收入比14美分，收入最高估计数
PayPal提高全年前景，CEO强调周转计划
F5 减速作为财政2027年收入指导
海门股票尽管收入暴跌
{\fn黑体\fs22\bord1\shad0\3aHBE\4aH00\fscx67\fscy66\2cHFFFFFF\3cH808080}Robinhood股份跌了4% {\fn黑体\fs22\bord1\shad0\3aHBE\4aH00\fscx67\fscy66\2cHFFFFFF\3cH808080}因为隐蔽的低迷压在利润上抵消了新企业的收益
极端网络报告收入增长10%，项目强劲
Twilio尽管销售额高于预期，却下降了18%
桑迪斯克的收入几乎是五倍但股票股票
Flex 超过 Q2 2026 估计和提升前景
Mobileye 错过Q3 估计，击倒股票
Coinbase在增加收入的同时恢复盈利
由于软件收入增加，R2交付量增加，里维安的收入比估计数高
政策
报告：Nvidia 总裁Jensen 黄老二被中国间谍盯上了
新产品和服务
Cisco 扩展 AI驱动的网络管理并提供新的合作伙伴激励
以及来自宙斯·凯拉瓦拉的主旨分析：思科伙伴峰会：五点见解，将在AI时代定义频道。
Altera 发布 Agilex 2X，向 AI 开发者下注以扩展可编程计算
Akamai 扩展其AI云平台具有专用推论和agent执行环境
网易节拍：Agents对agents
新服务
Dell将网络复原力扩展到身份、AI环境和量子安全存储
Cisco 的私人基础设施访问权限与任务相关联
F5和Oracle计划将F5网络应用和API保护引入Oracle云基础设施。
独家：FireMon 发布 AI agents处理防火墙政策变化背后的腿工作
Fortinet 将 FortiGate 防火墙扩展为 AI 安全，新增新的 FortiAIGate 特性 Fortinet将防火墙的脚印变成人工智能安全
安全计分卡基准测试测试AI 第三方风险工作和攻击阻力
发现项目新增 Neo Trage，确认哪些脆弱性可以开发
金钱问题
云安全启动 Upwind 融资 400M美元，3.8B美元，作为收入四重计价
为保证AI agent经济，以60万美元计价的无价融资 40M
北星发布带7M，为AI agents提供针对安全风险采取行动的背景
攻击响应( A)
Cloudflare 发现最大DDoS攻击次数减少69%，总攻击次数增加208%
其它技术：机器人的三月
Intel 收购量子软件先驱 Classiq 2.2B
自主挖掘机启动 Bedrock 机器人学公司筹集了60万美元的资金
任何物体开始交付为爆炸性大气层建造的腿检查机器人
科学机器人启动 Opentrons 融资 40M 实验室自动化标准化
Machenta 融资 40M种子回合，从一次演示中教授机器人新任务
Google 至发布加密钱包的安全多方计算服务
Colare 融资 2.5M 帮助企业审查工程候选人进行高级模拟
来来去去
Microsoft在AI投资中向60,000名雇员提供自愿买断服务。
Dropbox裁掉6%的员工和首席技术官Ali Dasdan分开
软件运行时间公司哈珀命名为长期Akamai exec Lelah Manz CEO，继任联合创始人斯蒂芬·戈德伯格。
企业AI和agent安全平台 Noma 宣布前Veza首席财务官Bobby Shoker担任CFO和Alberto Rodrigues，前身是Oligo Security和Armis，首席客户官。
接下来是什么？
收入
星期一11月2日：Apple,Palantir，检查点软件
周二，11月3日：AMD，超微小，阿里斯塔，布洛克，数字海洋，阿斯特拉，Dynatrace,Freshworks,Duolingo
星期三11月4日：Arm,Qualcomm,Global Foundies,Kyndrill,Datadog,Uber,Snap,Rapid7,Figma,Hubspot，快速，振幅
周四11月5日：Cloudflare,Akamai,Atlassian,Dropbox,Netscout,Lyft,JFrog,OpenText,Appian,IonQ,599,Expension
图片：SiliconANGLE/ChatGPT
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As Anthropic finally files for IPO, rising risks aren’t slowing the AI buildout – yet
The other artificial intelligence shoe dropped this week, as Anthropic filed for what surely will be the second blockbuster AI initial public offering of stock this year.
Nearly 70,000 words in the filing list a ton of risks, but in short, it’s making unimaginably huge bets on buying computing power, it’s uncertain on how long customers will keep spending on AI in the face of dubious returns — and of course there’s the really-not-unusual “catastrophic or existential risks to humanity.” And as Jason Bloomberg writes, the unmentioned risk is that AI as of today doesn’t have the conomies of scale that made software so lucrative.
But it’s hard to imagine it won’t be crazily successful if and when it happens before Thanksgiving. They’ll join the 70% of Nvidia employees who are millionaires. Shed another tear for anyone looking for affordable housing in the Bay Area — we’re not building our way out of this, no matter what YIMBY folks hope.
One interesting wrinkle: SpaceXAI, the other AI IPO earlier this year, will be hoping Anthropic’s offering is successful, since it’s supplying a large chunk of that compute. Same with other AI partner/rivals such as Google and Microsoft.
And Anthropic isn’t alone in amassing cash to continue buying and building more AI infrastructure. Meta this week said it will issue $95 billion in nonvoting stock to build even more. Few, least of all universal backstop Nvidia, seem to think the AI and data center backlash will dent this investment. But that doesn’t mean everyone will win. As SpaceX CEO Elon Musk said this week, self-servingly but perhaps not wrongly (Gartner agrees), a lot of AI neoclouds are going to go belly-up when the music stops.
Investor worry extends to the big cloud providers too. Despite a continued boom in its cloud business, Google parent Alphabet saw its stock swoon more than 12% Thursday, vaporizing more than $500 billion in market value as it reported a slow quarter for search and ads — perhaps because AI chatbots are siphoning off people’s attention. Microsoft fared better thanks to its resilient application layer on which it can apply AI. But despite strong cloud revenue growth, Amazon stock fell on concerns it could be spending too much on infrastructure.
Seems like investors are just generally skittish. On a tear this year until now, Intel stock plunged more than 20% after its Thursday earnings report, on concerns the PC business is slowing. Fortinet also fell more than 20% following its report that included a slightly lower outlook.
Don’t relax yet. Next week there’s another earningspalooza, including Apple, AMD, Supermicro, Qualcomm, Arm and Palantir.
So an apparent Chinese spy for some time has been hanging around Nvidia CEO Jensen Huang, who evidently didn’t know she was more than a customer executive. Lordy. The New York Times laid out the bones of the U.S. government’s concern, but read it carefully and it sure seems like there are some missing dots throughout. Perhaps this kind of espionage is more common than we know where there’s a nexus of big money and geopolitics, but this may not be the last we hear of it, even if the Trump administration is shrugging.
Oh, and there’s an election next week that might change things… in unpredictable, not necessarily great ways for the economy. Fasten those seatbelts. And vote (but not for the wrong people, thanks).
Here’s all of this week’s enterprise and emerging tech news, analysis and commentary from SiliconANGLE and beyond:
Analysis, opinion and food for thought
The hidden threat in Anthropic’s prospectus: diseconomies of scale
Apollo analysis shows no one besides the biggest tech giants is seeing benefits from AI
Will generative AI do more harm than good? Gary Marcus weighs in and you can guess where he stands.
A similarly sobering observation: “We are now teaching young people to mistake that same surface fluency for actual understanding.”
What to watch for as enterprises move from AI experimentation to autonomous operations
Snowflake CEO Sridhar Ramaswamy throws some advice, or shade, at Ali Ghodsi, CEO of still-not-public rival Databricks. Ghodsi’s reply is also priceless.
AI and data: The next big AI IPO
Money matters
Anthropic files S-1 paperwork for blockbuster AI IPO
Solink raises more than $100M to pull business data from security cameras with AI
Hex raises $100M to build the ‘agent-native future for analytics’
AI startup Lumaril raises $66M to make factories the best version of themselves
Wabi reels in $55M for its consumer-focused AI assistant
Circuit Mind lands $25M and puts AI agents to work checking circuit board schematics
AI architecture startup Dream launches with $17M in funding
Agent identity startup Mintive lands Cowboy Ventures, Coatue, angels Jeff Dean, Andrej Karpathy (per TechCrunch)
Crux Labs raises over $6M to improve enterprise agents with human judgment
Edge Sound raises $2M to help physical AI make sense of audio
New models and services
Google debuts flagship Gemini 4 Carbon model with cybersecurity upgrades
Google introduces cutting-edge Genie 4 world model
OpenAI launches GPT-6.1 Terra for faster, better-performing AI agents at half the price
Nvidia releases all-in-one adaptable Nemotron 3.5 audio transcription and translation model
Oracle brings Google’s TPUs to its cloud, adds ChatGPT integrations
SAP advances its autonomous enterprise push with smarter, governed Joule agents
Cloudera expands its AI ecosystem with partnerships and packaged blueprints
Exclusive: Prophecy launches DataGPT to run data workflows inside ChatGPT, Claude and Copilot
Exclusive: iMerit launches platform to connect AI developers with specialized domain experts
GitHub debuts Copilot Fusion, a new model selection and orchestration system
Virtana lets its AI agents pull in agents from other vendors to work IT incidents
Jedify formally launches Data Agents for building AI analysts in plain language
Regal debuts Goal Oriented Agents, putting an actor and a director model on every call
Around the enterprise: Alphabet’s big miss
Money matters
Elon Musk predicts neocloud shakeout as credit for AI infrastructure dries up
Meta to sell up to $95B in stock to finance AI infrastructure buildout
Nvidia, AMD to buy $4B in Meta shares as part of expanded chip partnerships
Oracle stock pops 11% as long-term revenue forecast and clarity on financing ease debt concerns
Salesforce buys defense firm Rune to grow $5.6B military arm
Serval raises $150M at $3B valuation to bring its automation agents beyond IT
Inference cloud startup General Compute reels in $100M, despite broader AI funding fears
Hyphenate bags $45M in funding to accelerate autonomous financial operations
AI infrastructure platform provider Hyperbolic raises $30M
Earnings
Alphabet’s stock sinks after shocking investors with top- and bottom-line misses
Microsoft’s stock rises on solid earnings and revenue beat, with Azure growing 48%
Despite cloud boom, Amazon’s stock falls on disappointing earnings and revenue miss
Intel shares plummet more than 20% following weak guidance blamed on PC market slowdown
ServiceNow shares drop 18% after mixed earnings results
Samsung confirms record-breaking operating profit on soaring AI memory chip demand
Fortinet plunges 26% after-hours and takes Tenable with it as Gen Digital rises
SK hynix third-quarter profit sharply beats estimates on AI memory boost
NXP Semiconductors profit jumps on automotive, industrial growth
Cadence Design Systems fashions beat-and-raise Q3 earnings report
CommVault earnings beat by 14 cents, revenue topped estimates
PayPal lifts full-year outlook, CEO stresses turnaround plan
F5 dips as fiscal 2027 revenue guidance shows slight deceleration
Seagate stock slides despite earnings beat, adding to slump for AI stock
Robinhood shares fall 4% as crypto slump weighs on profits, offsetting gains in new businesses
Extreme Networks reports 10% revenue growth, projects strong Q2
Twilio drops 18% despite better-than-expected sales
Sandisk revenue nearly quintuples but stock sags
Flex tops Q2 2026 estimates and lifts outlook
Mobileye misses Q3 estimates, knocking down shares
Coinbase returns to profitability while posting another revenue drop
Rivian earnings beat estimates as software revenue, R2 deliveries rise
Policy
Report: Nvidia CEO Jensen Huang was targeted by a Chinese spy
New products and services
Cisco expands AI-driven network management and offers new partner incentives
And a keynote analysis from Zeus Kerravala: Cisco Partner Summit: Five insights that will define the channel in the AI era
Altera unveils Agilex 2X, betting on AI developers to expand programmable computing
Akamai expands its AI Cloud platform with dedicated inference and agent execution environments
Cyber beat: Agents vs. agents
New services
Dell extends cyber resilience to identity, AI environments and quantum-safe storage
Cisco’s Privileged Infrastructure Access ties admin and AI agent privileges to the task
F5 and Oracle plan to bring F5 web app and API protection to Oracle Cloud Infrastructure
Exclusive: FireMon unveils AI agents to handle the legwork behind firewall policy changes
Fortinet extends FortiGate firewalls into AI security and adds new FortiAIGate features And analysis from Zeus Kerravala: Fortinet turns its firewall footprint into an AI security on-ramp
SecurityScorecard benchmark tests AI on third-party risk work and resistance to attack
ProjectDiscovery adds Neo Triage to confirm which vulnerabilities are exploitable
Money matters
Cloud security startup Upwind raises $400M at $3.8B valuation as revenue quadruples
Infisical raises $40M at $600M valuation to secure the AI agent economy
Northstar launches with $7M to give AI agents the context to act on security risks
Attack & response
Cloudflare finds the largest DDoS attacks fell 69% as total attacks rose 208%
Elsewhere in tech: March of the robots
Intel buys quantum software pioneer Classiq for $2.2B
Autonomous excavator startup Bedrock Robotics picks up $600M in funding
ANYbotics begins delivery of legged inspection robot built for explosive atmospheres
Science robotics startup Opentrons raises $40M to standardize laboratory automation
Machenta raises $40M seed round to teach robots new tasks from one demonstration
Google to launch secure multi-party computing service for crypto wallets
Colare raises $2.5M to help firms vet engineering candidates with advanced simulations
Comings and goings
Microsoft offers voluntary buyouts to 60,000 employees amid AI investments
Dropbox is laying off 6% of its staff and parting with Chief Technology Officer Ali Dasdan.
Software runtime firm Harper named longtime Akamai exec Lelah Manz CEO, succeeding co-founder Stephen Goldberg.
Enterprise AI and agent security platform Noma announced former Veza Chief Financial Officer Bobby Shoker as CFO and Alberto Rodrigues, formerly with Oligo Security and Armis, as chief customer officer.
What’s next
Earnings
Monday, Nov. 2: Apple, Palantir, Check Point Software
Tuesday, Nov. 3: AMD, Supermicro, Arista, Block, Digital Ocean, Astera, Dynatrace, Freshworks, Duolingo
Wednesday, Nov. 4: Arm, Qualcomm, Globalfoundries, Kyndryl, Datadog, Uber, Snap, Rapid7, Figma, Hubspot, Fastly, Amplitude
Thursday, Nov. 5: Cloudflare, Akamai, Atlassian, Dropbox, Netscout, Lyft, JFrog, OpenText, Appian, IonQ, Five9, Expensify
Image: SiliconANGLE/ChatGPT
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