Anthropic Series H Valuation Reaches $965B, Backed by Memory Giants

This INSIDE "硬塞 AI" report states that Anthropic has completed a Series H raise of US$65 billion, reaching a valuation of US$965 billion and surpassing OpenAI. The core of this news is not only the funding amount and valuation themselves, but also the composition of the participants: this round includes strategic investments from three memory manufacturers — Micron, Samsung, and SK Hynix. For Taiwanese readers, this reflects how the generative AI competition is no longer just a race between model capabilities, product interfaces, or developer tools, but is gradually extending into long-term positioning across the compute and memory supply chains. As the company behind Claude, if Anthropic can secure a higher valuation and more capital support, it indicates that the market is still willing to pour enormous funds into foundation model companies, expecting them to take a larger position in enterprise services, model capabilities, and the AI application ecosystem. On the other hand, the participation of the three memory giants also highlights the strategic importance of high-performance memory and data center hardware demand for AI infrastructure. The report does not further provide the use of funds, investment terms, or IPO timeline, so one cannot infer what specific business actions Anthropic will definitely take next. However, based on the disclosed information, this round of funding at least shows two things: first, the market's valuation expectations for Anthropic have risen to a level competitive with top-tier AI companies; second, the capital ties between AI model companies and the semiconductor supply chain are deepening. For developers, researchers, and investors, this is an important business signal for observing the Claude ecosystem, AI infrastructure investment, and the competitive landscape of large model companies.