Anthropic: Dakhliga kor u kacay, laakiin kharashka kombuyuutarku wuu sii cuslaaday
Shirkaddu waxay sheegtay in kharashka kombuyuutarku qaaday 58% dakhliga rubucihii ugu dambeeyay
Anthropic waxay Monday soo saartay warqad S-1 oo la cusboonaysiiyay, taasoo muujinaysa in dakhligeedu gaaray $17 bilyan rubucihii dhammaaday September 30th, halka khasaaraha hawlgalku uu kordhay, taasoo inta badan sabab u ah kharashka kombuyuutarka oo sii kordhaya.
Dakhli kor u kacay iyo khasaare hawleed ballaaran
Warqadda cusub waxay dhaqaale-bixinteenna kordhisay ilaa September 30th, taasoo ka badan rubucihii hore ee ku eg June 30th. Dakhligu wuxuu ka soo kacay $11.5 bilyan rubucihii hore una kacay $17 bilyan. Si kastaba ha ahaatee, khasaaraha hawlgalku wuu kordhay, taasoo inta badan loo aanayn kharashka kombuyuutarka oo sii kordhaya.
Kharashka kombuyuutarku wuxuu cunay 58% dakhliga
Kharashka kombuyuutarku wuxuu qaatay 58% dakhliga rubucihii dhammaaday September 30th, marka la barbardhigo 48% rubucihii ka horreeyay. Biilka kombuyuutarka ayaa gaaray $10 bilyan, oo ay ku jiraan $5.0 bilyan oo kombuyuutar ah oo ku hoos jira heshiisyo muddo-gaaban. Warqadda waxay sheegtay in heshiisyada muddo-gaaban ay hadda aad uga qaalisan yihiin kuwa muddo-dheer.
Heshiisyo cusub iyo dadaal lagu dhimayo kharashka
Anthropic waxay SpaceX siinaysay $1.25 bilyan bishii kombuyuutar, oo ay weheliso heshiisyo bilyan-dollar ah oo lala galay Nscale, Akamai iyo Volta. Warqadda waxay tidhi: "Waxaan filaynaa in kharashka kombuyuutarka iyo kaabayaasha uu ku kordhi doono dollar ahaan isla markaana uu ahaan doono kharashkeenna hawleed ugu weyn mustaqbalka la saadaalin karo." Shirkaddu waxay sidoo kale ka shaqaynaysaa mashruuc la yiraahdo "Anthropic Direct" si ay u dhisto saldhig kombuyuutar u gaar ah.
An updated S-1 filing shows compute consuming 58% of revenue in the quarter ending September 30th, up from 48% the quarter before.
Anthropic released an updated S-1 filing on Monday extending its financial disclosures through September 30th, a quarter beyond the previous filing's June 30th cutoff. Revenue reached $17 billion, up from $11.5 billion, while the operating loss grew, largely due to rising compute costs.
Revenue Grows, but Compute Takes a Larger Share
Compute costs took up 58% of Anthropic's revenue in the quarter ending September 30th, up from 48% the quarter before. Revenue for every dollar spent on compute peaked at just over 2x in the quarter, then fell back to 1.72x. The company's revenue is growing at nearly 50% per quarter.
A $10 Billion Compute Bill and Short-Term Deals
Anthropic's compute bill for the quarter ending September 30th was $10 billion, including $5.0 billion of compute under short-term commitments. The filing states that short-term compute commitments currently cost significantly more than comparable compute procured under multi-year commitments. Anthropic has been paying SpaceX $1.25 billion a month for compute, alongside multi-billion dollar deals with Nscale, Akamai and Volta.
Company Expects Compute to Remain Largest Expense
The filing states: "We expect compute and infrastructure expenses to increase in absolute dollars and remain our largest operating expense for the foreseeable future as additional committed compute becomes available to us under multi-year arrangements with CSPs, and as we continue to invest in additional compute." Anthropic is working to lower compute costs through a project called "Anthropic Direct" to build its own compute base.
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