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中美拟上市AI大模型公司一览:OpenAI、Anthropic最快2026年Q4上市,DeepSeek筹备A股挂牌

BlockBeats 消息,7 月 17 日,中美 AI 大模型公司正加快推进资本市场计划,Anthropic、OpenAI、DeepSeek、月之暗面、阶跃星辰等公司已处于递交文件、上市筹备或早期评估阶段,拟上市地点覆盖美股、A 股及港股。BlockBeats 整理排队敲钟的公司如下: 第一类:已递交文件,更接近上市 这类公司已秘密递交 S-1 文件,上市进展最为领先。 Anthropic 于 6 月 1 日秘密递交 S-1,拟登陆美股,最快可能于 2026 年第四季度上市。公司最新投后估值约 9650 亿元,最新一轮融资 650 亿元,累计融资约 1320 亿元。 OpenAI 于 6 月 8 日秘密递交 S-1,同样拟在美股上市,最快上市时间为 2026 年第四季度。公司最新投后估值约 8520 亿元,最新一轮融资 1220 亿元,累计融资约 1800 亿元。 第二类:已启动筹备或处于评估阶段 这类公司尚未进入公开招股阶段,但已启动上市筹备、接洽投行或据传递交文件。 DeepSeek 已启动 A 股上市筹备,最新投前估值约 710 亿元,最新一轮融资 70 亿元,累计融资约 70 亿元,计划于 2026 年末递交材料,并在 2027 年挂牌。 月之暗面正对港股上市进行早期评估,并已接洽投行。公司最新投后估值约 200 亿元,最新一轮融资 20 亿元,累计融资超过 50 亿元,目前尚无明确上市时间表。 阶跃星辰据传已秘密递交港股上市文件,最新估值约 120 亿元,最新一轮融资接近 25 亿元,累计融资超过 30 亿元,具体上市时间待定。 第三类:仅表达意向,尚未正式启动 这类公司已释放上市计划,但尚未进入实质性申报阶段。 百川智能已表达上市意向,但相关程序尚未启动,拟上市地点待定。公司最新估值约 200 亿元人民币,最新一轮融资 50 亿元人民币,累计融资约 75 亿元人民币,预计于 2027 年启动上市工作。 Perplexity 同样尚未正式启动上市流程,拟登陆美股,最新估值约 210 亿元,最新一轮融资 2 亿元,累计融资约 17 亿元,计划于 2028 年上市。
Disclaimer: The views above are the author's only and do not represent 711BTC. Nothing here constitutes investment advice.

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07-02 09:21

Palantir CEO: Enterprises are dissatisfied with "cutting-edge labs" like OpenAI and Anthropic, which only pursue token maximization.

According to BlockBeats, on July 2nd, Palantir CEO Alex Karp, in an interview with CNBC's "Squawk Box," strongly criticized leading AI model companies, calling the way AI is sold "completely wrong." Karp emphasized that companies are already dissatisfied with "cutting-edge labs" like OpenAI and Anthropic, believing they only pursue token maximization, wasting companies' time and money while handing over proprietary value and IP. Karp stated that companies are "angry" and will commit to owning their own AI production resources rather than relying on third parties. On June 29th, Palantir partnered with Nvidia to deploy Nvidia Nemotron open AI models in sovereign environments, primarily serving the US government and critical infrastructure customers. The collaborative system reportedly integrates Nvidia AI technology with Palantir's AIP, Foundry, Ontology, and Apollo platforms, helping organizations train, customize, and deploy AI locally while maintaining complete control over data, intellectual property, and models.

06-30 23:07

Amazon AWS establishes a $1 billion AI FDE team to emulate the enterprise AI deployment models of OpenAI and Anthropic.

BlockBeats reported on June 30th that Amazon Web Services (AWS) announced the creation of a new Forward-Deployed Engineer (FDE) organization and will invest $1 billion in internal resources to help enterprise customers deploy customized AI agents and related systems. AWS stated that FDE engineers will be directly stationed at customer companies, responsible for building AI applications, optimizing workflows, and helping customers build the ability to independently develop and operate AI systems, rather than simply delivering and maintaining them. The FDE model was first promoted by Palantir and has rapidly gained popularity in recent years due to the growing demand for enterprise AI deployment. Previously, OpenAI and Anthropic also launched related FDE joint ventures, with sizes of approximately $4 billion and $1.5 billion respectively. Unlike the two companies, which formed joint ventures with private equity firms, AWS's $1 billion investment this time primarily comes from internal resources and is not an independent investment project. --------------------------------- Click the original link below to join the Beating · Lark AI news channel and monitor global AI hot topics and news 24/7.

06-30 13:50

A Ramp AI report shows that Anthropic's enterprise adoption rate has surpassed OpenAI's, with top companies' employees spending an average of $7,449 per month on AI.

According to Mars Finance, Ramp's Economic Lab released a new version of the Ramp AI Adoption Index report. Based on spending data analysis from over 70,000 US enterprise clients, Anthropic's enterprise AI adoption rate increased by 2.5 percentage points to 41%, officially surpassing OpenAI's slightly lower 39.5%, establishing its leading position in the commercial application field. The report focuses on analyzing the spending trends of leading companies that "deeply adopt AI." Data shows that the top 1% of companies spend as much as $7,449 per employee per month on AI, and this figure still achieved a 14.1% increase last month; in contrast, the top 10% of companies spend an average of $611 per employee per month, while the median company spends only $11.38 (approximately equal to the cost of a single basic subscription). In addition, the research points out that companies that deeply apply AI do not exhibit "vendor lock-in" and generally use multiple cutting-edge large models, open-source platforms, and vertical AI solutions simultaneously. Although companies are starting to try more cost-effective models (such as DeepSeek) when faced with cost pressures, overall AI spending is still on the rise.

06-26 20:26

Analysis: Tightening spending impacts growth expectations for OpenAI and Anthropic; the AI industry is beginning to shift towards a cost-efficiency era.

According to Odaily Odaily, as companies begin to reassess the return on investment in AI, the industry is shifting from a high-consumption "tokenmaxing" model to an efficiency-first approach, posing new growth constraints for large AI model vendors. Several companies have already begun to reduce or optimize model usage costs. For example, the CEO of AI startup Lindy stated that they have switched 100% of their traffic from Anthropic's Claude model to the lower-cost DeepSeek, expecting to save millions of dollars in expenses within months. This shift reflects a tightening of AI budgets for enterprises, with the token-maxing model of "unlimited use of model resources" gradually being replaced by cost control and ROI-oriented approaches. Some companies have even set tiered budgets for AI tool usage; for example, Uber sets monthly caps on internal AI spending. Analysts point out that as companies shift from "expanding usage" to "refined utilization," the high-speed growth model previously relied upon by OpenAI and Anthropic is facing challenges. Industry data still shows strong growth: Anthropic's annualized revenue is around $47 billion, while OpenAI's is close to $25 billion, but the market is beginning to focus on the sustainability of their growth. Meanwhile, model invocation methods are changing, with technologies like "model routing" emerging to replace high-end models with low-cost models for simple tasks, thus optimizing overall computing costs. Industry competition is also intensifying, with Microsoft, Amazon, and Google accelerating the release of low-cost AI models and enterprise-level tools, further squeezing price margins. Against the backdrop of more rational AI spending by enterprises, large model companies may face a situation where "expectations of slower growth" and "IPO window pressure" coexist. (CNBC)

07-07 20:38

AI giants like OpenAI and Anthropic are offering startups large amounts of free computing power in an effort to seize market share.

According to a report by the Wall Street Journal on July 7th, as reported by Mars Finance, AI companies such as OpenAI and Anthropic are offering substantial free computing power and discounts to startups to compete for enterprise customers. The report states that Silicon Valley startup founders are receiving computing credits, token usage limits, and auction-style discounts from AI model companies. Some early-stage companies have received over $3 million in cloud computing and token credits, approaching the median of seed funding in the US according to PitchBook. AI companies hope to acquire customers in the early stages of startups, making their tools an integral part of their business as these companies grow. Cursor offered a 75% discount until July 5th; Google Cloud offered up to $500,000 in cloud computing credits to some startups, along with early access to the Gemini model and, in some cases, support from DeepMind engineers. Microsoft and Amazon Web Services also offer special privileges to startups. OpenAI and Anthropic have recently been particularly focused on Y Combinator startups. In May, Sam Altman announced that OpenAI would offer $2 million in tokens to each startup participating in its accelerator program in exchange for equity. Around the same time, Anthropic increased its free token allocation to Y Combinator startups from $30,000 to $500,000, without requiring equity. OpenAI subsequently adjusted its offer, providing startups with $500,000 in free tokens, without requiring equity, and offering the option to exchange equity for an additional $1.5 million in tokens. These offers reflect the fierce competition among model providers for future large clients. Y Combinator runs four cohorts annually, with recent cohorts featuring approximately 200 companies each, meaning that OpenAI and Anthropic could potentially offer a combined $800 million in AI tokens over the next year. Christopher Acker, co-founder of SuperPenguin, stated, "The AI world is being driven by OpenAI and Anthropic because they are giving startups money to pay for usage costs."

07-07 09:21

Sources say OpenAI, Anthropic, and Google are offering hefty computing power subsidies to startups to compete for enterprise clients.

According to a report by Odaily Odaily, citing sources cited by The Wall Street Journal, OpenAI, Anthropic, and Google are offering startups hundreds of thousands of dollars worth of computing resources and other incentives to attract new enterprise customers. (Jinshi)