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Anthropic valuation soars to $380 billion: Will the AI capital frenzy intensify Bitcoin market volatility?
On February 13, news broke that Anthropic, OpenAI's strongest competitor, announced the completion of a $30 billion Series G funding round, with a post-money valuation of approximately $380 billion, reigniting global capital enthusiasm for the artificial intelligence sector. This round was led by GIC and Coatue, with participation from Founders Fund, Sequoia Capital, BlackRock, Temasek, Microsoft, NVIDIA, and other institutions. Meanwhile, the company's annual revenue has risen to about $14 billion, maintaining a tenfold growth over three years, and is expected to approach $18 billion this year.
This phenomenon not only reshapes the landscape of tech investment but also subtly influences the capital structure of digital assets. As AI tools can replace various SaaS services, enterprise software valuations come under pressure. Bloomberg reported that in early February, software stocks lost approximately $285 billion in market value over a single week. Market analyst Jim Bianco pointed out that the trends of Bitcoin and software stocks are highly synchronized, driven by the same underlying force: the flow of private credit funds.
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