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Anthropic

ANT
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To be listed

Anthropic (ANT)

Anthropic is an AI research firm, focusing on enhancing the safety and functionality of AI systems. The company's expertise extends across various domains, incl...

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Bullish vs. Bearish — Last 3 Months

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  • D
    Dolphin Research

    Dolphin Daily | AI IPO prospectuses revive AI investing; is the 'growth' memory story out of favor?

    Good morning! Today is Oct 28, 2026 (Beijing time). Dolphin Research brings you a quick look at global markets!

    Trading highlights: anxiety over Company A's ARR has eased. AI sentiment improved for a second straight day. Ramp data shows Anthropic's Oct spend rose ~25% MoM, implying ARR of ~$76–78bn.

    New Cloud names rallied (NBIS +11.2%, CRWV +7.9%). Storage was a tale of two markets. This morning SK Hynix reported Q3 OP of about KRW 83 tn, far above expectations...

    热点标的涨跌 HOT MOVERS LONGBRIDGE 海豚投研 S&P 500 +0.6% Nasdaq 100 +1.3% SOX +3.6% KOSPI
    海豚研究 DolphinResearch 核心总结 KEY 7 TAKEAWAYS DolphinResearch
    海豚研究 DolphinResearch 相关标的 RELATED TICKERS DolphinResearch
    美股行业热力图 US Sector Heatmap (按总市值前30/Top 30 by Market Cap，10/27收盘) 半导体厂商 硬件、 存储及 多+14
    Dolphin Daily
  • D
    Dolphin Research

    Anthropic: From 'cash burner' to 'house-poor'; the trillion-dollar journey is still far off

    On Oct 26, $Anthropic.US finally filed its prospectus. The opening page reads like a study in contrasts. Dolphin Research wrote in Jan in 'Deep Dive on Minimax and Zhipu: Large Models...'

    On one hand, Q2 revenue was $11.56 bn (+14x YoY). It posted GAAP operating profit for the first time.

    On the other hand, over the past ten months it signed compute contracts totaling nearly $1 tn. That equals 22x its annualized revenue.

    ANTHROPV
    渠道与客户：一半走云厂商，增长由大企业客户驱动 Go-to-Market： Half Through the Clouds， Growth Led by Lar
    收入同比15倍、算力费用4倍：2Q26首次经营盈利(十亿美元) Revenue Grew 15x YoY While Compute Grew 4x： Firs
    推理毛利85%，被训练和渠道吃掉：2026年上半年按功能口径的利润表 Serving Is Highly Profitable； Training and Di+6
    Hot topicAnthropic
  • S
    SG Visual Research

    Anthropic S-1: A Closer Read

    $Anthropic(ANT.US) Anthropic reported $16.286 billion in revenue and a $80.748 billion GAAP net loss for the first half of 2026. Put those figures side by side and they make a striking headline. They ...

    图片 1，共 1 张Long image
    Anthropic's Racks Put Broadcom On $43bn Hook.
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