内容来源：https://techcrunch.com/2026/06/16/anthropics-latest-feud-with-the-trump-admin-may-actually-help-it-sales-data-suggests/

内容总结：

Anthropic迎来多事之春：商业支出首超OpenAI，却遭美国政府“封杀”最强模型

据Ramp平台最新数据显示，人工智能实验室Anthropic在5月份的企业AI支出市场份额首次超越OpenAI，达到41%，而OpenAI为39.5%。同月，该公司以9650亿美元估值完成650亿美元融资（同样超过OpenAI），并在6月初秘密提交IPO文件，据称得益于其首个盈利季度。

然而，特朗普政府上周五致信Anthropic，依据一项鲜为人知的出口管制指令，要求其禁止非美国公民（包括公司员工）访问其最先进模型——限量发布的“Mythos 5”及三日前刚向公众推出的“Fable 5”。此举实质上迫使Anthropic将这两款最强模型从市场全面下架。

据悉，禁令的直接导火索疑似为黑客轻易绕过了Fable 5的安全护栏，进而获取Mythos的核心能力。该模型因在软件代码漏洞挖掘方面表现极为出色，以致Anthropic自身都曾将其标注为“危险”并限制公开范围。

值得注意的是，这场风波发生在Anthropic此前拒绝政府将其模型用于大规模监控美国人及全自主武器之后。今年3月，特朗普政府已将其列为“供应链风险”。但Ramp首席经济学家阿拉·卡拉齐安指出，讽刺的是，与美国政府的摩擦反而可能助推其业务。“有记录以来Anthropic企业采用率最高的月份，恰好是国防部将其列为供应链风险的那个月。被官方点名‘太危险而无法使用’，本身就自带光环。”

尽管无法预判此次事件对其IPO计划的影响（上市投资者通常对卷入政府争议的公司持谨慎态度），但现有数据表明，Anthropic可用的模型（如广受欢迎的Claude Opus系列及最新发布的Opus 4.8）在企业中的受欢迎程度已创历史新高。

中文翻译：

Anthropic 迎来了一个重要的月份。这家人工智能实验室在五月底首次超越 OpenAI，在商业支出市场份额上占据领先地位，Ramp 刚刚披露了这一数据。它在五月底以 9650 亿美元的估值融资 650 亿美元（同样超越了 OpenAI），随后在六月初提交了保密的首次公开募股文件，据称得益于其首个盈利季度。接着在周五，特朗普政府再次对这家模型制造商发起攻势，发函要求其禁止非美国人（包括 Anthropic 的员工）访问其最先进的模型：限量发布的 Mythos 5 以及三天前向公众发布的更受限制的版本 Fable 5。这实际上迫使 Anthropic 将其最新的全能型模型从市场上完全撤出。尽管白宫在下令禁止时援引了一项鲜为人知的出口管制指令，但确切原因仍不清楚。传闻称，黑客轻易绕过了 Fable 5 的安全护栏，这些护栏本意是防止对 Mythos 能力的访问。该模型在查找软件代码安全漏洞方面表现出色，以至于 Anthropic 本身都将其标榜为危险并限制了公开发布。这一新事态发生之前，Anthropic 曾因拒绝让政府使用其模型对美国民众进行大规模监控和开发全自动武器而闻名。结果在三月，特朗普政府宣布该公司为供应链风险。但这并未阻碍 Anthropic 的企业销售。恰恰相反，Ramp 的数据显示如此。讽刺的是，根据 Ramp 首席经济学家 Ara Kharazian 的说法，这起与特朗普政府的最新争执，似乎也印证了围绕 Mythos 神话般能力的喧嚣，可能反而有助于而非损害 Anthropic。Kharazian 正是整理这些商业支出 AI 数据的人。“要说有什么影响，那很可能会助推他们，” Kharazian 告诉 TechCrunch。“Anthropic 在企业采用方面创纪录的最佳月份，正是国防部将其列为供应链风险的当月。如果你的模型被特别点名说太危险而不能使用，这会带来很多光环效应。”Ramp 的数据并不足够细化，无法让我们看到将 Mythos 和 Fable 5 撤出市场会给公司带来多大的财务冲击。不过，来自超过 7 万家使用其平台的企业的数据表明，客户大量使用 Anthropic 的 Opus 模型，且企业使用量一直在增长。例如，Ramp 报告称，Anthropic 在由企业支付的 AI 订阅中的份额在五月份上升了 2.5 个百分点，达到 41%。相比之下，OpenAI 占据其客户 AI 订阅的 39.5%，与上月基本持平。（根据 Sensor Tower 的新数据，OpenAI 在整体消费者使用量上仍远领先于 Anthropic。）除了订阅之外，企业支出的绝大部分是用于调用模型的 API，这涵盖了用于编码等活动的 token 使用。Anthropic 的 Claude Code 作为一款强大的 AI 编码工具享有盛誉。Ramp 并不总能从支出数据中看出大多数企业使用的是哪些模型。当它能够看到模型细节时（约占三分之一交易），企业主要支出在各种版本的 Claude Opus 上，尤其是较新的版本。Opus 是 Mythos 之前的模型，目前仍可公开使用。事实上，五月底，Anthropic 发布了新版本 Opus 4.8。Mythos 在市场上并未存在太久，于四月份向有限用户发布。而 Fable 5 在几天后就下架了。虽然我们无法预测这起与白宫的最新风波将如何影响 Anthropic 按计划上市的能力（公开市场投资者往往对卷入政府争议的公司持谨慎态度），但数据表明，Anthropic 现有的模型比以往任何时候都更受企业欢迎。

英文来源：

Anthropic is having a month.
The AI lab finished May by surpassing OpenAI in market share of business spending for the first time, Ramp just revealed. It raised $65 billion at a $965 billion valuation (also besting OpenAI) at the end of May, then waltzed into June by filing confidential paperwork for an IPO, reportedly on the strength of its first-ever profitable quarter.
Then on Friday, the Trump administration renewed its war on the model maker by sending a letter demanding it ban non-Americans, including Anthropic’s employees, from accessing its state-of-the-art models: the limited-release Mythos 5 and the more guarded version of Mythos released to the public three days earlier, called Fable 5.
This essentially forced Anthropic to pull its latest all-powerful model from the market altogether.
Although the White House invoked an obscure export control directive when ordering the ban, the exact cause remains unclear. The chatter was that hackers easily bypassed Fable 5’s guardrails, which were intended to prevent access to Mythos’ capabilities. That model is so good at finding security flaws in software code that Anthropic itself marketed it as dangerous and restricted its public release.
This new drama comes after Anthropic famously refused to allow the government to use its models for mass surveillance of Americans and fully autonomous weapons. As a result, in March, the Trump administration declared the company a supply-chain risk.
That didn’t deter Anthropic’s sales to businesses. Quite the opposite, Ramp’s data shows. Ironically, this latest feud with the Trump administration, which also appears to validate the hubbub over Mythos’ mythological power, may help rather than hurt Anthropic, according to Ramp’s lead economist, Ara Kharazian. Kharazian is the person who compiled the business-spending AI data.
“If anything, it’ll probably boost them,” Kharazian told TechCrunch. “Anthropic’s best month on record, as far as business adoption, was the month that the Department of Defense labeled them a supply-chain risk. There’s a lot of aura that comes with your model specifically being named too dangerous to use.”
Ramp’s data isn’t granular enough for us to see how much of a financial hit the company will take by pulling Mythos and Fable 5 off the market.
Still the data, from more than 70,000 businesses that use its platform, shows that customers heavily use Anthropic’s Opus models and that business use has been growing.
For instance, Ramp reported that Anthropic’s share of AI subscriptions paid for by businesses rose 2.5 percentage points in May to 41%. This compares to OpenAI, which commanded 39.5% of AI subscriptions by its customers, essentially flat from the prior month. (OpenAI still greatly leads Anthropic in overall consumer usage, according to new data from Sensor Tower.)
Beyond subscriptions, the vast majority of what companies spend money on is API calls to the model, which cover token use for activities like coding. Anthropic’s Claude Code has a strong reputation as a powerful AI coding tool.
Ramp can’t always see from the spending data which models most businesses are using. When it can see the model details — in about one-third of transactions — businesses are mostly spending on various flavors of Claude Opus, particularly the later versions. Opus is the model that preceded Mythos and is still openly available.
In fact, in late May, Anthropic released a new version, Opus 4.8.
Mythos had not been on the market for that long, having been released to limited users as of April. And Fable 5 was shut down after a few days.
While we can’t predict how this latest drama with the White House will impact Anthropic’s ability to go public as it hoped to (public-market investors tend to be wary of companies embroiled in controversies with the government), the numbers indicate that Anthropic’s available models are more popular with businesses than ever before.