Anthropic’ın Üç Aylık Dönemde Geliri Yüzde 45 Artarak 16,8 Milyar Dolar Seviyesine Ulaştı; Borsa Hazırlıkları Devam Ediyor

Kısaca

Anthropic’in üç aylık dönemde geliri yüzde 45 artarak 16,8 milyar dolar oldu İlginin kaynağı, borsaya hazırlık süreci ve yatırımcı sunumları AI altyapı yatırımları ve sektör hisselerinde etkisi yakından izlenecek

Ana mesele

Anthropic’in üç aylık dönemde geliri yüzde 45 artarak 16,8 milyar dolar seviyesine çıktı

Ne değişti?

Şirketin ikinci çeyrekte arka arkaya kâr elde ettiği iddia ediliyor

Beni nasıl etkiler?

Girişim sermayesi ve pay senetleri tarafında yapay zeka altyapısına yönelik talep ve yatırım artabilir

Ne oldu?

Anthropic’in üç aylık dönemde gelirinin yüzde 45 artması rapor edildi

Neden şimdi?

Şirketin borsa için hazırlık süreci ve yatırımcı sunumu dikkate değer

Neden önemli?

AI altyapısına yapılan yatırımlar ekonomide büyüme göstergesi olarak öne çıkıyor

Kimler etkileniyor?

• Yatırımcılar
• Hissedarlar
• Küresel teknoloji şirketleri
• Bilişim altyapısı sağlayan firmalar

Sektör ve piyasa etkisi

Teknoloji ve yapay zeka hisselerinde hareketlilik artabilir

Riskler

• Yatırım maliyetlerinin yüksek olması
• Piyasa beklentilerinin karşılanmaması
• Regülasyon baskısı

Takip edilmesi gerekenler

• İkinci çeyrek kâr açıklamaları
• AI altyapı yatırımlarındaki akım yönü
• Rakiplerin borsadaki performansı

Haberin tamamı

Image source, Getty Images for HubSpot Image caption, Anthropic chief executive Dario Amodei

Artificial intelligence (AI) giant Anthropic saw its revenue surge by 45% to $16.8bn (£12.7bn) in the three months to the end of September, the BBC understands.

The figures were reportedly revealed by the Claude-developer as it briefed prospective investors on Wednesday at its headquarters in San Francisco as it lays the groundwork for a stock market listing, which is expected to take place before the end of the year.

It comes as some tech stocks, including firms that make the chips and other hardware that power data centres, have come under pressure over concerns about the large amounts of money being spent on AI infrastructure.

Anthropic's revenue has risen in successive quarters this year, from $4.7bn in the first three months to $11.6bn the following period.

The company also reportedly said that it made a profit for the second quarter in a row.

Its revenue figures, along with those of rival OpenAI, offer an important gauge of the AI industry's growth and ability to finance the infrastructure needed to develop the technology.

Stocks in some US technology companies fell on Wednesday over concerns around investments in AI.

Share in chip makers - including AMD, Nvidia and Intel - fell sharply.

In Asia, shares in Japanese tech investment firm Softbank fell by 9% on Thursday morning. South Korean semiconductor giants were also down, with Samsung falling by 8.4% and SK Hynix dropping by more than 6%.

South Korea's tech-heavy Kospi index was 7.6% lower in morning trading.

The falls come after remarks by Hock Tan, the chief executive of US tech manufacturer Broadcom, over AI spending.

How backlash against data centres could shape the US midterm elections

Published 3 hours ago 'I applied for 200 jobs' - How 'spray and pray' AI job applications can backfire

Published 18 hours ago Tan said at an conference in Singapore on Monday that many investors have "no clue" and have set "extreme expectations only to find out that it's almost like they are in a casino".

OpenAI chief executive Sam Altman said in September that his company will not go public this year as it addresses concerns about the technology's safety.

The ChatGPT-developer is also eyeing a bumper stock market listing, which is expected to value the firm at more than $1tn.

Anthropic has also been vocal about AI's risks, with its chief executive Dario Amodei calling on the pace of development to slow down .

The company has continued expanding globally, opening an office in Singapore on Wednesday.

Kaynaklar

• BBC - Business