Anthropic冲刺IPO，AI赛道正在进入“巨头收割期”

Điều này trong vài ngày gần đây là một trong những tin tức nóng nhất trong giới công nghệ, đó là Anthropic chính thức nộp hồ sơ S-1 bí mật cho SEC Hoa Kỳ để chuẩn bị cho IPO. Nếu tiến trình thuận lợi, có thể sẽ ra mắt thị trường vốn vào tháng 10 năm nay.

Điều đáng chú ý hơn là, đây không chỉ là câu chuyện niêm yết của một công ty AI bình thường. Từ dữ liệu mới nhất được tiết lộ, định giá mới nhất của Anthropic đã đạt khoảng 965 tỷ USD, vượt qua mức định giá khoảng 852 tỷ USD của OpenAI trước đó, trở thành một trong những kỳ lân AI có giá trị cao nhất toàn cầu. Đồng thời, tỷ lệ doanh thu hàng năm của họ đã đạt 47 tỷ USD, tốc độ tăng trưởng được xem là kỳ tích của thời đại AI.

Nếu quay lại hai năm trước, thị trường chủ yếu bàn luận về việc “Mô hình lớn có thể kiếm tiền được không”. Và bây giờ, câu hỏi đã chuyển thành “Công ty AI nào sẽ trở thành công ty niêm yết trị giá hàng nghìn tỷ USD đầu tiên”.

Trong 24 giờ qua, hiệu suất thị trường của lĩnh vực AI trong các cổ phiếu Mỹ vẫn duy trì sức mạnh, dòng vốn tiếp tục tập trung vào các lĩnh vực tính toán, phần mềm AI và nhà cung cấp dịch vụ mô hình. Nvidia duy trì mức cao ổn định, nhu cầu hạ tầng AI không có dấu hiệu giảm nhiệt rõ rệt, trong khi Anthropic chọn thời điểm này để thúc đẩy IPO, điều này cũng cho thấy thị trường vốn vẫn còn niềm tin vững chắc vào thương mại hóa AI.

Từ góc nhìn của ngành công nghiệp tiền mã hóa, điều này thực sự gửi đi một tín hiệu quan trọng: AI đã bước vào giai đoạn chuyển đổi từ kể chuyện sang thực thi.

Trong vài năm qua, thị trường Web3 luôn tìm kiếm động lực tăng trưởng mới. Từ DeFi đến GameFi, rồi đến AI Agent, hầu hết các lĩnh vực hot đều hướng về AI. Khi một công ty AI có thể đạt định giá gần nghìn tỷ USD, doanh thu hàng trăm tỷ USD, điều đó có nghĩa là AI không còn chỉ là khái niệm nữa, mà thực sự trở thành hạ tầng mới để cạnh tranh toàn cầu về vốn.

Có thể trong vài năm tới, cơ hội giàu có lớn nhất không nhất thiết đến từ một câu chuyện nóng hổi nào đó, mà đến từ những dự án thực sự đưa AI vào các 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