Anthropic在星期一向证券交易委员会提交的经修订的S-1表格中报告了最新财务情况，使投资者能够更全面地了解其业务状况。
人工智能公司称在9月30日结束的9个月里创造了332.4亿美元的收入，比去年同期增长约1200 %. 报告期间净损失1 040亿美元，但其中大部分是由于可兑换指出和衍生负债的公允价值变动。 Anthropic在2025年的同一期间损失了251亿美元。
Anthropic 发布上星期它的高度预期前景书，让公司更接近一个潜在的历史性IPO. 最初的备案只包括了Claude-maker在上半年的财务。
在第三季度，Anthropic创造了大约170亿美元的收入，比去年同期增加了约1,127 %。 然而，收入增长在四分之一至四分之一的基础上放缓。 第三季度收入增长约47%，从问题2的144%和问题1的132%急剧下降。
公司报告第三季度净损失232.9亿美元。
这家5年的公司准备开路时，华尔街一直担心利率的上升将使许多数据中心开发商和新云公司的债务负担不起，而上周来自Microsoft,Google和Amazon的季度报告为这些担忧增添了燃料。
超规模公司积极的AI支出正在吞噬他们的现金流量，导致一些投资者担心计算能力可能无法迅速上线以满足Anthropic的需求。 Anthropic从Amazon,Google和SpaceX那里获得了大部分容量，但是它也依靠新云来进行一些计算，因为它在比赛中尽可能快地扩张。
在经过修订的S-1,Anthropic 称中，它签订了购买承诺和租赁协议，总承诺支出约为8954亿美元，"实际上所有这一切都与计算和基础设施有关".
Anthropic 称的计算和基础设施支出在9月30日终了的9个月中增加了144亿美元，比去年同期增加了329 %。
"随着我们的计算和基础设施容量的增长，相关的计算和基础设施支出也有所增加","存档的Anthropic 称。
该公司的首席执行官达里奥·阿莫代(Dario Amodei)与少数其他研究人员共同创办了Anthropic公司，他们叛离了OpenAI公司，而后者现在是公司的主要竞争对手。 OpenAI在6月秘密地向证监会提交了其prespectus，但其高管们已经表示它的目标是2027年的首秀。
Anthropic努力将自身定位为比其竞争对手更安全意识，其S-1包含了超过90页的风险因素。 该公司强调各种风险，包括潜在的政治头风、其复杂的基础设施需要以及平衡安全与商业目标可能带来的困难。
"我们认为我们个人的责任是帮助世界了解这些风险，在从我们的AI模型中产生时预防或减轻这些风险，并与政府和业界的其他人合作，在社会层面解决这些风险",Anthropic的联合创始人称在备案。
WATCH:Anthropic报告Q3收入170亿美元，购买承付款8 954亿美元，订正S-1
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Anthropic reported updated financials as part of an amended Form S-1 filing with the Securities and Exchange Commission on Monday, giving investors a more comprehensive look into the state of its business.
The artificial intelligence company said it generated $33.24 billion in revenue for the nine months ended Sept. 30, up roughly 1,200% from the same period last year. It reported a $104 billion net loss during the period, though most of that was due to the change in fair value of convertible notes and derivative liabilities. Anthropic lost $25.1 billion over the same stretch in 2025.
Anthropic unveiled its highly anticipated prospectus last week, bringing the company one step closer to a potentially historic IPO. The initial filing only included the Claude-maker's financials through the first half of the year.
During its third quarter, Anthropic generated roughly $17 billion in revenue, up about 1,127% from the same period last year. Revenue growth slowed on a quarter to quarter basis, however. Third quarter revenue increased around 47%, a steep drop from 144% growth in Q2 and 132% in Q1.
The company reported a net loss of $23.29 billion during its third quarter.
As the five-year-old company prepares to kick off its road show, it will have to reckon with growing market jitters around the AI buildout. Wall Street has been worried that rising interest rates will make debt unaffordable for many data center developers and neoclouds, and quarterly reports from Microsoft, Google and Amazon last week added fuel to those concerns.
The hyperscalers' aggressive AI spending is eating into their cash flows, causing some investors to worry that compute capacity may not come online quickly enough to meet Anthropic's demands. Anthropic gets much of its capacity from Amazon, Google and SpaceX, but it also relies on neoclouds for some compute as it races to expand as quickly as possible.
In the amended S-1, Anthropic said it has entered into purchase commitments and lease agreements with an aggregate committed spend of about $895.4 billion, "substantially all of which is related to compute and infrastructure."
Anthropic said its compute and infrastructure expenses increased by $14.4 billion for the nine months ended Sept. 30, up 329% compared to the same period last year.
"As our compute and infrastructure capacity grows, the associated compute and infrastructure expenses have increased," Anthropic said in the filing.
The company's CEO Dario Amodei co-founded Anthropic alongside a handful of other researchers who defected from OpenAI, now its chief rival. OpenAI confidentially filed its prospectus with the SEC in June, but its executives have signaled that it's aiming for a 2027 debut.
Anthropic has worked to position itself as more safety-conscious than its competitors, and its S-1 includes more than 90 pages of risk factors. The company highlights risks including potential political headwinds, its complex infrastructure needs as well as the difficulties that can come from balancing safety and commercial objectives.
"We consider it our personal responsibility to help the world understand these risks, to prevent or mitigate them when they arise from our AI models, and to work with governments and the rest of the industry to address them at a societal level," Anthropic's co-founders said in the filing.
WATCH: Anthropic reports $17 billion in Q3 revenue, purchase commitments of $895.4 billion in revised S-1
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