Anthropic 表示，今年上半年其支付处理费用支出较去年同期增加 2.22 亿美元，凸显了随着公司业务增长，处理 AI 相关支付的成本正在飙升。
Anthropic said its expenses in payment processing fees increased by $222 million in the first half of this year from the same period a year ago, highlighting the surging costs of processing AI-related payments as the company grew.
该增长被列为 Anthropic 运营和管理费用整体上升的一个驱动因素，增幅大于同期专业服务成本的 2.05 亿美元增幅，并接近 IT 与云软件成本 2.23 亿美元的增幅。Anthropic 称，与数据质量和性能评估服务相关的供应商成本在该期间上升了 2.51 亿美元。
The increase, highlighted as a driver in Anthropic’s overall growth in operating and administrative expenses, was bigger than the company’s $205 million increase in professional services costs and nearly matching Anthropic’s $223 million increase in IT and cloud software costs over the same period. Vendor costs related to data quality and performance evaluation services rose by $251 million over the period, Anthropic said.
处理费用总额通常随销售额上升而增加，但这些数字揭示了 Anthropic 在 AI 基础设施之外的部分主要成本。Anthropic 使用 Stripe 的产品进行结账、欺诈检测、开票和计费。Stripe 已成为 AI 公司的主要支付供应商，帮助其去年收入达到 68 亿美元。但近期招聘广告显示，Anthropic 正寻求自建更多计费、欺诈检测及其他金融基础设施，并评估哪些支付相关服务可以自行开发，而非依赖外部供应商。
Processing fee totals normally rise along with sales, but the figures shed light on some of Anthropic’s major costs outside of its AI infrastructure. Anthropic uses Stripe’s products for checkout, fraud detection, invoicing and billing. Stripe has emerged as a major payment vendor for AI companies, which helped drive Stripe’s revenue to $6.8 billion last year. But Anthropic is looking to build more billing, fraud detection and other financial infrastructure in-house and evaluating which payments-related services it can build itself rather than relying on outside providers, recent job postings show.