Anthropic, once the lesser-known artificial intelligence competitor to OpenAI, has been on an inexorable rise over the past few months.

曾几何时，Anthropic还是OpenAI的一个名气较小的人工智能竞争对手，但在过去几个月里，该公司的崛起势不可挡。

The San Francisco company recently dueled with the Pentagon over the use of A.I. in warfare. It released a powerful A.I. model, Mythos, that it said was uncannily capable of finding and exploiting hidden flaws in software. And the company advised Pope Leo XIV on his papal encyclical delivered on Monday, in which he warned about safeguarding humanity from A.I.’s most disruptive effects.

这家总部位于旧金山的公司最近因在战争中使用人工智能的问题与五角大楼发生冲突。它发布了一款强大的人工智能模型Mythos，并宣称该模型在发现和利用软件中隐藏的缺陷方面具有不可思议的能力。此外，该公司还为良十四世教宗周一发表的通谕提供了建议，教宗在通谕中警告称，要保护人类免受人工智能最具颠覆性影响的冲击。

On Thursday, Anthropic punctuated its ascent by officially passing OpenAI as the world’s highest-flying A.I. start-up. Anthropic said it had raised $65 billion in financing that values it at $900 billion before the inclusion of the new capital, a deal that puts it ahead of OpenAI’s last valuation of $730 billion. The company also unveiled a new flagship A.I. model, Claude Opus 4.8, which is significantly better than its predecessor at generating computer code.

周四，Anthropic正式超越OpenAI成为全球最瞩目的人工智能初创公司，为自己的崛起画上了一个惊叹号。Anthropic表示，它已获得了650亿美元的融资，使其在计入新资本前的估值达到了9000亿美元，超过了OpenAI的上一次估值7300亿美元。该公司还推出了全新旗舰人工智能模型Claude Opus 4.8，在生成计算机代码方面的表现明显优于其前代产品。

The new investment, which was led by investors including Greenoaks Capital, Sequoia Capital, Altimeter Capital and Dragoneer Investment Group, boosted Anthropic’s value to nearly two and a half times its previous valuation of $380 billion about three months ago.

这笔新投资由格林奥克斯资本、红杉资本、阿尔蒂米特资本和德拉戈尼尔投资集团等投资者领投，将Anthropic的价值提升至近两倍半，约三个月前这一数字为3800亿美元。

The funding underlined the company’s success in developing A.I. technology that excels in writing software code, which has turned into a robust business. Since Anthropic improved its A.I. coding technology in November, hundreds of businesses have signed up to pay for the software. The company said its “revenue run rate,” which is its expected revenue for the year based on its current performance, crossed $47 billion this month.

这笔融资凸显了Anthropic在开发精于编写软件代码的人工智能技术方面取得的成功，该技术已演变成一项强劲的业务。自从Anthropic在11月改进了其人工智能编程技术以来，数以百计的企业已经签约付费使用该软件。该公司表示，其“收入运营率”（即根据当前表现预计的年度收入）在本月突破了470亿美元。

“This funding will help us serve the historic demand we are experiencing, stay at the research frontier and bring Claude to more of the places where work happens,” said Krishna Rao, Anthropic’s chief financial officer.

“这笔资金将帮助我们满足我们正在经历的历史性需求，保持在研究的最前沿，并将Claude带到更多正在开展工作的地方，”Anthropic首席财务官克里希纳·拉奥说。

Anthropic’s trajectory stands out, even amid a heated frenzy over A.I. Just 62 days ago, OpenAI — which had kicked off the A.I. boom with its release of the ChatGPT chatbot in 2022 — announced it had raised $122 billion in a funding round that put its value at $730 billion, a number that it took roughly a decade to achieve. Anthropic, which was founded in 2021, has surpassed that in half the time.

即使在对人工智能的一片狂热之中，Anthropic的发展轨迹依然脱颖而出。就在62天前，OpenAI（其在2022年发布的ChatGPT聊天机器人掀起了人工智能热潮）宣布在一轮融资中募集了1220亿美元，使其估值达到7300亿美元，公司用了大约十年才达成这样一个数字，但被成立于2021年的Anthropic用了不到一半的时间超越。

The company’s momentum has gathered steam in recent months as Dario Amodei, Anthropic’s chief executive, has spoken out about the potential dangers of A.I. and called for regulation of the technology. That led to a bitter fight with the Pentagon over how A.I. should be used in warfare, among other public imbroglios.

随着Anthropic首席执行官达里奥·阿莫代伊公开谈论人工智能的潜在危险并呼吁对该技术进行监管，该公司的势头在最近几个月里进一步增强。由此引发了一系列公开的纠纷，包括与五角大楼就人工智能应如何在战争中使用展开的激烈争吵。

Anthropic’s rise only adds to its contest with OpenAI and Elon Musk’s SpaceX as the private companies race to go public.

Anthropic的崛起只会加剧它与OpenAI以及埃隆·马斯克的SpaceX的竞争，这两家私营公司正在加紧其上市操作。

Last week, SpaceX revealed its public offering prospectus and is expected to reach the stock market as soon as next month. OpenAI also plans to file confidentially for an initial public offering in the coming weeks. Anthropic insiders have said the company was also considering an I.P.O. that could come as soon as this year, though the company has declined to comment.

上周，SpaceX公布了招股书，预计最早将于下个月进入股票市场。OpenAI也计划在未来几周内秘密提交首次公开募股申请。Anthropic内部人士表示，该公司也在考虑进行首次公开募股，可能最早在今年进行，不过公司拒绝置评。

The battle is far from over. Facing pressure from Anthropic, OpenAI has trimmed side projects in favor of prioritizing work on its own coding software, called Codex. SpaceX recently entered an agreement to buy Cursor, a software coding interface popular with developers, and has agreed to sell some computing power to Anthropic.

这场战斗远未结束。面对来自Anthropic的压力，OpenAI已经削减了边缘项目，转而优先开发自己的编程软件Codex。SpaceX最近达成了一项购买Cursor的协议，Cursor是一款深受开发者欢迎的软件编码界面，此外SpaceX已同意向Anthropic出售部分算力。

A spokesman for OpenAI declined to comment. Mr. Musk did not respond to a request for comment.

OpenAI发言人拒绝置评。马斯克没有回应置评请求。

In its latest funding, Anthropic brought in new strategic investors including Samsung, Micron and SK Hynix, companies that build storage, memory and logic chips that are crucial to the development of A.I. In a blog post, Anthropic said these strategic partners would help boost the company’s computing power as demand for Claude Code grew.

在其最新一轮融资中，Anthropic引入了包括三星、美光和SK海力士在内的新战略投资者，这些公司制造存储设备、内存和逻辑芯片，这些芯片对人工智能的发展至关重要。在一篇博客文章中，Anthropic表示，随着对Claude Code的需求增长，这些战略合作伙伴将有助于提升其算力。

Anthropic has now raised more than $130 billion since it was established, according to PitchBook, which tracks start-ups. Its roster of investors includes Capital Group, Menlo Ventures, Iconiq Capital and Lightspeed Venture Partners, as well as tech giants like Amazon and Google.

根据追踪初创公司的PitchBook的数据，Anthropic自成立以来已募集了超过1300亿美元。它的投资者名单包括资本集团、门罗创投、艾科尼克资本和光速创投，此外还有亚马逊和谷歌等科技巨头。

Anthropic’s new Claude Opus 4.8 outperforms all other publicly available A.I. technologies on vibecoding, which is when A.I. technologies create software in response to prompts written in conversational English. Opus 4.8 scored 10 percent higher on the vibecoding benchmark test from Vals AI, a company that tracks the performance of the latest A.I. technologies, compared with the previous Anthropic model, said Rayan Krishnan, the chief executive of Vals AI.

Anthropic新推出的Claude Opus 4.8在“氛围编程”方面表现超越了所有其他公开可用的人工智能技术。氛围编码是指人工智能技术根据用口语化英语编写的提示词来创建软件。追踪最新人工智能技术表现的公司Vals AI的首席执行官拉扬·克里希南表示，在Vals AI的氛围编程基准测试中，Opus 4.8的得分比之前的Anthropic模型高出10%。

The new model also outperformed its predecessor in mathematics, another area where the leading A.I. technologies continue to improve by leaps and bounds.

这款新模型在数学方面的表现也超越了其前代产品，数学是领先的人工智能技术继续突飞猛进的另一个领域。

(The New York Times has sued OpenAI and its partner, Microsoft, accusing them of copyright infringement of news content related to A.I. systems. OpenAI and Microsoft have denied those claims.)

（《纽约时报》已对OpenAI及其合作伙伴微软提起诉讼，指控它们侵犯了人工智能系统相关新闻内容的版权。OpenAI和微软否认了这些指控。）