AI Industry News, May 22, 2026: Anthropic’s Q2 Revenue Forecast Reaches $10.9 Billion; Company Achieves First-Ever Quarterly Operating Profit

Anthropic Projects $10.9B Q2 2026 Revenue, Achieves First-Ever Quarterly Operating Profit Anthropic shared financial projections with investors this week showing Q2 2026 revenue of $10.9 billion — up 130% from $4.8 billion in Q1 — alongside an expected operating income of approximately $559 million, its first-ever quarterly operating profit. The enterprise customer base compounding was a key driver: the number of customers spending $1 million or more annually doubled from 500 to over 1,000 between February and April 2026. Compute efficiency also improved, with Q2 compute costs projected to fall to 56 cents per dollar of revenue, down from 71 cents in Q1. Anthropic Q2营收预测达109亿美元，史上首次实现季度经营盈利。Anthropic向投资者披露Q2 2026营收预测为109亿美元，环比Q1的48亿美元增长130%，同期预计实现约5.59亿美元经营利润——为公司创立以来首次季度盈利。年消费超百万美元的企业客户数量从2月的500家翻倍至4月的逾1000家；计算成本占比从Q1的71%降至Q2预期的56%。 OpenAI向SEC提交IPO保密申请，拟9月上市，估值或达1万亿美元 OpenAI Files Confidential S-1 with SEC, Targets September IPO at ~$852B–$1T Valuation

Financial News, July 13, 2026

13. “Drug Farm” announced today the successful closing of its Series D financing round, raising $55 million in its first tranche. The round was co-led by Shanghai Pudong Leading Zone Investment Center and Shanghai Puxing Collaborative Private Equity Fund Partnership. Participating investors included ZhiKai Capital Fuzhou Xinhe Fund, Shenzhen Luohu Donghai Ruizhi Pharmaceutical Industry Investment Partnership, and Kesheng Pharmaceutical. Existing investors BioVeda China Fund, YD Capital, Jiashan State-Owned Assets Investment, DT Capital, Weidu Capital, and Biometas also continued their participation. 14. Since July 8, the Hong Kong stock market—having undergone nearly six months of correction—has rebounded, with the Hang Seng Index stabilizing above the 24,000-point mark and the Hang Seng Tech Index posting its second-largest single-day gain of 2026. Technology sectors—including AI supply chains, semiconductors, and cloud computing—have led the rally. Industry insiders attribute the rebound to two main factors: the People’s Bank of China’s recent policy signal indicating increased foreign exchange reserve allocation toward Hong Kong assets, and sustained foreign capital inflows combined with high short positions triggering forced liquidations. Looking back on the first half of 2026, the Hong Kong market indices underperformed, exhibiting pronounced “K-shaped divergence.” Institutional analysts widely agree that current valuations remain near historical lows, corporate earnings expectations have shown early signs of bottoming out, and multiple catalysts—including AI supply chain upgrades, resource commodities, overseas expansion of innovative pharmaceuticals, and global supply chain restructuring—could drive earnings recovery. Further valuation recovery in the Hong Kong market is thus expected to continue. 15. According to three anonymous sources familiar with the matter, the Bank of Japan may raise its economic growth forecast for fiscal year 2026 while continuing to monitor upside inflation risks. Weak yen-driven cost pressures and robust AI-related demand are partially offsetting the impact of falling oil prices. Although the central bank may lower its price forecast for FY2026, this adjustment is unlikely to signal a shift in its stance toward inflation risks, as firms are steadily passing through rising costs. The sources requested anonymity, citing lack of authorization to speak publicly on the matter. 16. This week (July 13–17) features two new stock subscription offerings: Shenzhen Viki Technology Co., Ltd. and Changxin Technology Group Co., Ltd. Changxin Technology is China’s leading DRAM (Dynamic Random Access Memory) manufacturer. It has achieved mass production across the full DRAM product lineup—including DDR4, DDR5, LPDDR4X, and LPDDR5/5X—with core technologies reaching internationally advanced levels and broad coverage across mainstream markets such as servers, mobile devices, and intelligent vehicles. 17. The central parity rate of the RMB against the US dollar was set at 6.7972, up by 17 basis points; the previous trading day’s central parity rate was 6.7989, the previous trading day’s official closing rate was 6.7784, and the previous night session closed at 6.7770. 18. SK Hynix fell over 8% intraday; analysts predict its Q2 operating profit may fall short of market expectations. 19. The Nikkei 225 Index extended its intraday decline to 1%. 20. The Korea Composite Stock Price Index (KOSPI) extended its intraday decline to 3.1%. 21. On Friday, technology stocks continued to support U.S. equities: the Nasdaq posted its third consecutive daily gain, while the S&P 500 closed at its highest level in over a month—both indexes marking their second straight week of gains. In contrast, the Dow Jones Industrial Average recorded its first weekly decline in five weeks. SK Hynix’s U.S. listing surged over 10% on its debut. Meta rose 6%, marking its second consecutive daily gain following its launch of a paid large language model—and gaining nearly 15% for the week. NVIDIA rose 4%, leading chipmakers higher. Circle—the so-called “first stablecoin IPO”—rose 5%.

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