[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"tag-valuation":3},{"tag":4,"articles":10,"peer_article_count":127},{"id":5,"name":6,"slug":6,"article_count":7,"description_zh":8,"description_en":9},"2c178955-51c7-42e7-831d-345c479c5bde","valuation",4,"估值不只是募資新聞的數字，而是 AI 公司成長、收入、燒錢速度與市場預期的交會點。這個主題會追蹤 Anthropic、OpenAI 等案例，觀察融資輪次、年化營收、二級市場出價與估值倍數如何變動。","Valuation in AI is where revenue, growth, burn rate, and investor expectations meet. This tag tracks cases like Anthropic and OpenAI, including funding rounds, annualized revenue, secondary-market bids, and how valuation multiples shift as capital needs change.",[11,20,27,34,41,48,55,62,70,77,84,92,99,106,113,120],{"id":12,"slug":13,"title":14,"summary":15,"category":16,"image_url":17,"cover_image":17,"language":18,"created_at":19},"13701fd7-c4c2-4966-a6e7-db3646d99bd7","anthropic-ipo-965b-valuation-sec-filing-en","Anthropic IPO: $965B valuation and SEC filing","Anthropic filed confidentially for a U.S. IPO after a $965 billion valuation and reported $30 billion revenue run rate.","industry","https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1782770565405-h3hj.png","en","2026-06-29T22:02:19.831993+00:00",{"id":21,"slug":22,"title":23,"summary":24,"category":16,"image_url":25,"cover_image":25,"language":18,"created_at":26},"9f9c7ca3-f808-4241-ae81-982c41bc0192","openai-122b-raises-852b-valuation-2026-en","OpenAI’s $122B Raise Pushes Valuation to $852B","OpenAI’s latest funding round hit $122 billion and lifted its valuation to $852 billion, with most of the money tied to compute and tranches.","https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1782619373960-069z.png","2026-06-28T04:02:32.278094+00:00",{"id":28,"slug":29,"title":30,"summary":31,"category":16,"image_url":32,"cover_image":32,"language":18,"created_at":33},"3526b4bb-2568-4c34-8f00-ea6f58725b43","mistral-20b-valuation-compute-bet-en","Mistral’s €20B valuation hinges on compute","Mistral is talking about a €3B raise at a €20B valuation while building its own compute stack and EU-focused AI infrastructure.","https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1781715777233-hc4r.png","2026-06-17T17:02:36.759165+00:00",{"id":35,"slug":36,"title":37,"summary":38,"category":16,"image_url":39,"cover_image":39,"language":18,"created_at":40},"75ec77eb-424e-474f-813f-bb387da904e9","cloudflare-too-expensive-after-share-price-surge-en","Cloudflare Is Too Expensive to Buy After the Surge","Cloudflare’s recent rally has pushed the stock well above the value implied by its cash flows and sales.","https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1781539368511-x1fq.png","2026-06-15T16:02:19.031847+00:00",{"id":42,"slug":43,"title":44,"summary":45,"category":16,"image_url":46,"cover_image":46,"language":18,"created_at":47},"c750890e-4ddf-4e1c-85d5-a5bd4433620f","openai-files-confidential-ipo-after-122b-round-en","OpenAI Files Confidential IPO After $122B Round","OpenAI filed confidentially for an IPO after a $122 billion funding deal and a reported $852 billion valuation.","https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1781323367848-n0ns.png","2026-06-13T04:02:24.359675+00:00",{"id":49,"slug":50,"title":51,"summary":52,"category":16,"image_url":53,"cover_image":53,"language":18,"created_at":54},"2a8dc5f6-bed5-4097-97b6-e70525fb3c20","cloudflare-ai-agent-bet-anthropic-partnership-en","Cloudflare’s AI-agent bet is changing the stock case","Cloudflare is tying its growth story to AI agents, Anthropic, and new edge infrastructure while investors watch June 30 governance votes.","https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1780920189711-t1kx.png","2026-06-08T12:02:32.170409+00:00",{"id":56,"slug":57,"title":58,"summary":59,"category":16,"image_url":60,"cover_image":60,"language":18,"created_at":61},"61100912-5a20-49f9-860d-561eff9e3e8c","anthropic-files-ipo-after-965b-valuation-en","Anthropic files IPO after $965B valuation","Anthropic filed confidential IPO plans after a $65 billion round lifted its valuation to $965 billion, setting up a closely watched AI listing.","https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1780498973145-sihp.png","2026-06-03T15:02:21.305833+00:00",{"id":63,"slug":64,"title":65,"summary":66,"category":67,"image_url":68,"cover_image":68,"language":18,"created_at":69},"838042fd-3795-4e00-83d6-7e9c13ab2db2","why-defi-technologies-still-speculation-not-core-holding-en","Why DeFi Technologies Is Still a Speculation, Not a Core Holding","DeFi Technologies looks operationally improved, but the stock remains a high-risk speculation, not a core portfolio holding.","blockchain","https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1780136274910-y1v7.png","2026-05-30T10:17:21.943475+00:00",{"id":71,"slug":72,"title":73,"summary":74,"category":16,"image_url":75,"cover_image":75,"language":18,"created_at":76},"75645206-5a93-4bd0-8977-1f15b6e2a033","palo-alto-ai-bet-mythos-fear-buy-case-en","Palo Alto’s AI bet lets it ride Mythos fear","I break down why Anthropic’s Mythos news pushed Palo Alto higher and what the stock’s premium valuation means now.","https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1779969809153-pwdb.png","2026-05-28T12:02:55.338933+00:00",{"id":78,"slug":79,"title":80,"summary":81,"category":16,"image_url":82,"cover_image":82,"language":18,"created_at":83},"bb2b1ae0-2016-4b28-b70a-b48170a605d2","anthropic-nears-30b-raise-at-900b-valuation-en","Anthropic Nears $30B Raise at $900B Valuation","Anthropic is nearing a $30 billion funding round at a $900 billion valuation, which would top OpenAI and set up an IPO push.","https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1779584767184-f7os.png","2026-05-24T01:05:30.842589+00:00",{"id":85,"slug":86,"title":87,"summary":88,"category":89,"image_url":90,"cover_image":90,"language":18,"created_at":91},"d11c92fc-1e6c-43c3-9323-0ad7f8eacc98","cnbc-nvda-page-market-data-context-en","CNBC NVDA page turns market data into context","I break down CNBC’s NVDA quote page and turn its live stock data into a reusable market snapshot template.","tools","https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1779528980045-igfg.png","2026-05-23T07:05:51.984108+00:00",{"id":93,"slug":94,"title":95,"summary":96,"category":16,"image_url":97,"cover_image":97,"language":18,"created_at":98},"80b86109-4543-41e6-af15-76b2356e60ca","anthropic-tops-cnbc-disruptor-50-2026-en","$900B Anthropic tops CNBC Disruptor 50","Anthropic took No. 1 on CNBC’s 2026 Disruptor 50 as revenue hit a $30 billion run rate and a new round eyed a $900 billion valuation.","https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1779495378407-kn2n.png","2026-05-23T00:05:29.504671+00:00",{"id":100,"slug":101,"title":102,"summary":103,"category":16,"image_url":104,"cover_image":104,"language":18,"created_at":105},"d711b709-d128-49d3-9b45-22686a198f7a","anthropic-eyes-openai-valuation-lead-900b-en","$900B: Anthropic eyes OpenAI’s valuation lead","Anthropic is said to be raising at over $900 billion, after February’s $380 billion round and OpenAI’s recent $852 billion fundraise.","https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1777551644323-22g9.png","2026-04-30T12:20:29.660878+00:00",{"id":107,"slug":108,"title":109,"summary":110,"category":16,"image_url":111,"cover_image":111,"language":18,"created_at":112},"ef6e1ada-657f-4447-a0df-618097a3bca0","anthropic-30b-revenue-380b-valuation-en","Anthropic hits $30B revenue, $380B valuation","Anthropic hit $30 billion in annualized revenue and closed a $30 billion Series G at a $380 billion valuation on Feb. 12, 2026.","https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1777551047292-dx6j.png","2026-04-30T12:10:25.575063+00:00",{"id":114,"slug":115,"title":116,"summary":117,"category":16,"image_url":118,"cover_image":118,"language":18,"created_at":119},"d99e1eb3-30d6-4c89-bea8-f42c3565f6ef","anthropic-800b-valuation-funding","Anthropic 2026 Funding News: $800B Valuation?","Bloomberg and TechCrunch reported on April 14–15, 2026 that Anthropic is fielding investor offers at an $800 billion valuation or higher, and has not accepted. That comes just two months after Anthropic's February $30 billion round closed at a $380 billion post-money valuation, and one month after the company disclosed $30 billion in annualized revenue, up roughly 14x year over year. So why double your valuation in two months, then decline?","https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1776748290891-m9jk.png","2026-04-21T05:10:25.202581+00:00",{"id":121,"slug":122,"title":123,"summary":124,"category":16,"image_url":125,"cover_image":125,"language":18,"created_at":126},"a3b658b6-0503-4ef9-ad2b-8845dfe77501","anthropic-turns-down-800b-vc-offers-en","Anthropic valuation news: Why it’s turning down $800B VC offers","Anthropic is reportedly passing on VC money at an $800B valuation as revenue climbs and its cloud bill keeps growing.","https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1776470630795-bfcd.png","2026-04-18T00:03:38.196999+00:00",2]