据彭博社报道，Anthropic上市认购约达6倍：公开发行与私募配售合计募资最高904亿美元，有望成史上最大首次发售
据彭博社11月12日报道，知情人士称，超级智能（SI）公司 Anthropic 的首次公开发行已获得约6倍于可售股数的认购订单。该公司拟以每股70至78美元发行8.25亿股 A 类股票，公开发行募资最高约644亿美元，另有260亿美元同步私募配售，两项合计最高约904亿美元，有望超过 SpaceX 的上市规模，成为史上最大的首次股票发售。
报道称，按发行价上限计算，Anthropic 完全稀释后的估值目标约为1.4万亿美元，低于此前一周市场预期的约1.5万亿至1.6万亿美元。高盛与摩根士丹利担任主承销商，另有20家银行参与承销团。承销银行已告知投资者，现有股东将获优先配售，部分新投资者最终获配的股数可能少于申购数。
知情人士同时提醒，认购倍数等细节在定价前仍可能变化，Anthropic 尚未确认最终认购数字。该公司股票预计以代码 ANT 在纳斯达克全球精选市场挂牌，报道中的定价与上市交易时间分别为11月18日与11月19日，尚未最终确定。
Anthropic 提交美国证券交易委员会的注册文件显示，截至10月31日，该公司年化营收运行率约为810亿美元，高于9月底的约710亿美元与7月底的约650亿美元；该指标是公司以近28天消费型收费年化加单月订阅费自行定义的口径，不是业绩预测。据报道，英伟达已同意在私募配售中认购约100亿美元的 Anthropic 股票。
Bloomberg: Anthropic IPO About Six Times Oversubscribed, With Up to $90.4 Billion in Combined Offerings Set to Be the Largest Debut Ever
Bloomberg News reported on November 12, citing people familiar with the matter, that the initial public offering of super intelligence (SI) company Anthropic has drawn orders for roughly six times the number of shares available. The company plans to sell 825 million Class A shares at $70 to $78 each, raising up to about $64.4 billion in the public offering, alongside a concurrent private placement of $26 billion. Combined, the two offerings could raise as much as $90.4 billion, which would eclipse SpaceX's debut as the largest first-time share sale on record.
At the top of the price range, Anthropic's fully diluted valuation target is about $1.4 trillion, below the roughly $1.5 trillion to $1.6 trillion investors had expected a week earlier. Goldman Sachs and Morgan Stanley are leading the offering, with 20 other banks in the syndicate. Bankers have told investors that existing backers will be prioritized, so some new investors may receive smaller allocations than they ordered.
The people familiar with the matter cautioned that details, including the level of demand, could still change before pricing, and Anthropic has not confirmed a final oversubscription figure. The shares are expected to trade on the Nasdaq Global Select Market under the symbol ANT, with pricing reported for November 18 and first trading for November 19, neither of which is final.
Anthropic's registration statement filed with the U.S. Securities and Exchange Commission reported an annualized revenue run rate of about $81 billion as of October 31, up from about $71 billion at the end of September and about $65 billion at the end of July. The company defines the metric as annualized consumption-based fees over a trailing 28 days plus one month of subscription fees, and it is a snapshot, not a forecast. Nvidia has reportedly agreed to buy about $10 billion of Anthropic shares in the private placement.
来源：彭博社
发布：GSM·美国（发布链接）
图片来源：图：Anthropic 公司标识（公共领域）。 / The Anthropic logo. (Public domain)
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