据彭博社报道，高盛分析师预计Anthropic的营收到2030年将达到约6850亿美元。高盛是Anthropic首次公开募股（IPO）的主承销商之一，该IPO于周二开始向投资者推介，估值高达1.4万亿美元，定价日期为11月18日。
Goldman Sachs analysts expect Anthropic’s revenue to reach about $685B by 2030, Bloomberg reported. Goldman is one of the banks leading Anthropic’s IPO, which began marketing on Tuesday at a value of up to $1.4T and is due to price on 18 November.
据彭博社报道，引述知情人士透露，高盛分析师预计Anthropic的营收到2030年将达到约6850亿美元，几乎是其去年销售额的150倍。《金融时报》较早前已报道了部分数字。
Goldman Sachs analysts expect Anthropic’s revenue to reach about $685B by 2030, nearly 150 times its sales last year, Bloomberg reported, citing a person familiar with the estimates. The Financial Times reported some of the figures earlier.
据TheWrap报道，高盛是Anthropic IPO的主承销商之一，该IPO于周二开始向投资者推介。Anthropic每股发行价为70至78美元，计划筹集最多644亿美元，若加上谷歌、英伟达等参与的260亿美元私募配售，总筹资额可达904亿美元。
Goldman is one of the banks leading Anthropic’s IPO, which began marketing to investors on Tuesday. Anthropic is selling shares at $70 to $78 each to raise up to $64.4B, or $90.4B with a $26B private placement from Google, Nvidia and others, TheWrap reported.
按此计算，Anthropic估值高达1.4万亿美元（含股票期权）。股份定价定于11月18日，次日将在纳斯达克上市交易，代码为ANT。
That values Anthropic at up to $1.4T, counting stock options. The shares are due to price on 18 November and start trading on Nasdaq the next day under the ticker ANT.
高盛分析师预计，到2030年，企业客户将贡献每年5860亿美元营收，其他客户贡献约1000亿美元。他们预期Anthropic在算力上的支出将增长十倍多，达到每年近4000亿美元。他们表示，Anthropic要到2030年才会开始实现正自由现金流。
Goldman’s analysts see $586B a year coming from business customers by 2030, and about $100B from everyone else. They expect Anthropic’s spending on computing to rise more than tenfold to nearly $400B a year. Anthropic would only start making positive free cash flow in 2030, they said.
该预测远超Anthropic自身的内部预测。据报道，Anthropic内部预测2028年营收为1900亿至2000亿美元。不过销售增长迅猛，仅第三季度营收就达到近170亿美元。
The forecast runs well ahead of Anthropic’s own. Its internal forecasts reportedly pointed to $190B to $200B in revenue in 2028. Sales are growing fast, though, reaching nearly $17B in the third quarter alone.
并非所有人都信服。研究机构New Constructs称其为“2026年最荒谬的IPO”，并给Anthropic估值低至1440亿美元。高盛和Anthropic均拒绝就此向彭博社置评。
Not everyone is convinced. Research firm New Constructs has called it the “most ridiculous IPO of 2026” and valued Anthropic at as little as $144B. Goldman and Anthropic declined to comment to Bloomberg.