According to Bloomberg NewsAI unicorn Anthropic is currently in the final stages of negotiating a new round of financing of US$200 billion (approximately NT$6400 billion), which will push the company's market valuation to a staggering US$3500 billion (approximately NT$11.2 trillion).
Even more astonishing is that this comes just five months after Anthropic last raised $13 billion in funding. Clearly, faced with exorbitant computing costs and the encroachment of its rival OpenAI, Anthropic has opted for a "speed is everything" strategy of burning through cash.
Investors are scrambling to invest in Microsoft, making its "hurdles-crossing" investment the focus.
The report indicates that due to overwhelming investor demand, Anthropic ultimately raised twice its original target. The list of investors participating in this "buying spree" includes Altimeter Capital, Sequoia Capital, Lightspeed, Menlo Ventures, Coatue, Iconiq, and Singapore's sovereign wealth fund.
Most notably, the report mentions that the majority of the funding in this round came from two strategic partners: NVIDIA and Microsoft. Microsoft has previously collaborated deeply with OpenAI, while Anthropic has been primarily supported by Amazon and Google. This large-scale investment by Microsoft in Anthropic seems to suggest that the software giant is adopting a "don't put all your eggs in one basket" risk-averse strategy, further implying that the lines between AI camps will become even more blurred by 2026.
Carving out a path to success through "Coding Agent" and business model.
Anthropic's high valuation stems from its recent product breakthroughs.
• Coding Agents:After deployment, it received high praise from software engineers and significantly improved coding productivity.
• Professional domain model:A new model for legal and business research, released last week, performed so well that it even shook the stock prices of listed data companies, raising concerns among investors that traditional business models will be disrupted by AI.
Is the IPO summer just around the corner?
This money game isn't over yet. Anthropic's arch-rival OpenAI is reportedly raising up to $1000 billion in a new round of funding.
Furthermore, the market widely expects both companies to be preparing for their IPOs (Initial Public Offerings) this summer. Meanwhile, xAI, recently acquired by SpaceX, is also rumored to be entering the public market along with SpaceX's listing plans. The summer of 2026 is likely to be a very exciting one for the US stock market.
