AI日报 | 2026年10月27日下午版:Anthropic史上最大IPO正式交表,OpenAI GPT-6.1 Terra API价格腰斩
今日下午核心要闻
- Anthropic正式公开提交S-1招股书:拟纳斯达克上市代码ANT,目标估值2万亿美元,有望成为史上最大IPO
- OpenAI发布GPT-6.1 Terra:API价格较上代降价50%,主打视觉推理与Computer Use能力
- 月之暗面Kimi K3.1 Pro上线:3T参数MoE架构,开源最强,承诺11月4日前放出完整权重
- DeepSeek全面开源DeepInfer推理框架:兼容英伟达与华为昇腾芯片
- 央视披露AI伪造人脸盗刷案:杭州中院公布案例,公布防范要点
一、Anthropic正式公开提交S-1招股书,AI史上最大IPO来了
AnthropicIPO纳斯达克
全球估值最高的AI创业公司Anthropic于10月26日正式公开提交IPO注册文件(S-1),计划在纳斯达克上市,股票代码为"ANT"。这将是AI行业有史以来规模最大的一次IPO。
- 目标估值高达2万亿美元,将超越SpaceX今年6月上市时1.77万亿美元的纪录
- 2026年上半年营收162.9亿美元(约115亿美元Q2单季),同比上年增长超13倍
- 但净亏损高达80.7亿美元,凸显AI算力竞赛的巨额投入
- 年化营收运行率(ARR)已突破650亿美元,毛利率超80%
- 预计最早11月中旬开始交易,英伟达拟以最高100亿美元股票锚定此交易
二、OpenAI发布GPT-6.1 Terra,API价格直接腰斩
OpenAIGPT-6.1Terra
OpenAI正式发布GPT-6.1 Terra,补齐GPT-6家族的中端一档,主打视觉推理、精准电脑操作(Computer Use)与编程能力,同时实现大幅降价。
- 标准API定价:每百万输入token 1美元、输出5美元、缓存输入0.05美元
- 较上一代GPT-5.6 Terra(2/12美元)降价约50%-58%
- 仅为GPT-6.1 Sol的一半、GPT-6 Astra的十分之一
- 上下文窗口105万token、最大输出12.8万token
- 在Artificial Analysis智能指数中,GPT-6.1 Terra(Max)拿到48分,超过除Kimi K3.1 Pro外的中国开放权重模型
三、月之暗面发布Kimi K3.1 Pro,3T参数开源最强
月之暗面Kimi开源
月之暗面正式发布K3.1系列首款模型Kimi K3.1 Pro,官方称其为迄今最强的开放权重模型,主打长编程任务、3D建模与金融场景。
- 总参数3万亿(MoE架构),上下文窗口100万token
- 在Artificial Analysis智能指数中位列全球第4、开源第一
- Terminal-Bench 4.0得分65.7%,较上一代Kimi K3提升11分
- 同步推出高速版K3.1 Highspeed
- 承诺11月4日前放出完整权重
四、DeepSeek全面开源DeepInfer推理框架
DeepSeek开源推理框架
DeepSeek全面开源DeepInfer推理框架,实现了对多种芯片平台的兼容支持。
- 兼容英伟达与华为昇腾芯片
- 降低大模型推理部署门槛
- 支持多种硬件架构,提升推理效率
- 延续DeepSeek一贯的开源策略
五、央视披露AI伪造人脸盗刷案,公布防范要点
AI安全央视深度伪造
据央视报道,杭州中院公布一起案例:不法分子利用AI技术伪造人脸进行盗刷。案件揭示了深度伪造技术被滥用的风险。
- 不法分子利用网络照片生成AI伪造人脸
- 绕过部分平台的人脸识别验证
- 法院公布防范要点,提醒公众加强个人信息保护
- 呼吁平台升级人脸识别技术以对抗深度伪造
六、奇瑞发布CheryMind垂类大模型及紫微芯片
奇瑞物理AI汽车
奇瑞汽车发布面向物理AI的垂类基础大模型CheryMind,并推出紫微芯片系列。
- 专为汽车场景优化的垂类大模型
- 配套自研紫微芯片,实现软硬件协同
- 面向智能驾驶、车载交互等场景
- 标志着车企加速布局AI核心技术
七、全球首个海洋通用基座大模型通过备案
海洋AI备案世航智能
世航智能自主研发的海洋通用基座大模型"沧穹 CEORION"正式完成国家网信办备案,成为全球首个通过备案的海洋通用人工智能大模型。
- 全球首个海洋领域通用基座大模型
- 正式通过国家网信办备案审批
- 标志着我国在海洋AI领域走在全球前列
- 将服务于海洋科研、资源开发等场景
今日数据速览
| 指标 | 数据 |
|---|---|
| Anthropic目标估值 | 2万亿美元 |
| Anthropic上半年营收 | 162.9亿美元 |
| Anthropic净亏损 | 80.7亿美元 |
| Anthropic ARR | 650亿美元 |
| GPT-6.1 Terra API降价幅度 | 50%-58% |
| GPT-6.1 Terra上下文窗口 | 105万token |
| Kimi K3.1 Pro参数量 | 3万亿(MoE) |
| Kimi K3.1 Pro上下文 | 100万token |
| Kimi K3.1 Pro开源承诺 | 11月4日前 |
| DeepSeek DeepInfer兼容芯片 | 英伟达+华为昇腾 |
信息来源
- CSDN:2026年10月27日AI行业日报
- 新浪财经:史上最大IPO,竟是最能亏钱的AI公司?
- UC浏览器:GPT-6.1 Terra骨折价发布,Agent时代的打工模型来了
- 网易新闻:Kimi发布K3.1 Pro,加量降价挑战Opus 5.5
- 头条科技:AI科技·2026年10月27日
- 国际金融报:全球首个海洋通用基座大模型"世航沧穹"通过备案
- 雪球:DeepSeek大模型单周调用量全球第一
AI Daily | October 27, 2026 Afternoon Edition: Anthropic Officially Files Its Record-Breaking IPO, OpenAI Halves GPT-6.1 Terra API Prices
Top Stories This Afternoon
- Anthropic officially files its S-1: Plans a Nasdaq listing under the ticker ANT with a targeted $2 trillion valuation, potentially the largest IPO ever
- OpenAI launches GPT-6.1 Terra: API prices 50% lower than the previous generation, focused on visual reasoning and Computer Use
- Moonshot AI's Kimi K3.1 Pro goes live: A 3T-parameter MoE architecture, the strongest open-weight model, with full weights promised by November 4
- DeepSeek fully open-sources the DeepInfer inference framework: Compatible with NVIDIA and Huawei Ascend chips
- CCTV reports an AI face-forgery fraud case: The Hangzhou Intermediate People's Court publishes the case and prevention tips
1. Anthropic Officially Files Its S-1, the Largest IPO in AI History
AnthropicIPONasdaq
Anthropic, the world's most valuable AI startup, officially filed its IPO registration statement (S-1) on October 26, planning to list on Nasdaq under the ticker "ANT". This will be the largest IPO in the history of the AI industry.
- The targeted valuation is as high as $2 trillion, which would surpass the $1.77 trillion record set by SpaceX's listing in June this year
- First-half 2026 revenue was $16.29 billion (about $11.5 billion in Q2 alone), up more than 13-fold year over year
- But net loss reached $8.07 billion, underscoring the enormous investment in the AI compute race
- Annualized revenue run rate (ARR) has passed $65 billion, with gross margin above 80%
- Trading is expected to begin as early as mid-November, and NVIDIA plans to anchor the deal with up to $10 billion in stock
2. OpenAI Launches GPT-6.1 Terra, Cutting API Prices in Half
OpenAIGPT-6.1Terra
OpenAI has officially launched GPT-6.1 Terra, filling the mid-tier slot in the GPT-6 family. It focuses on visual reasoning, precise computer use and coding, while delivering a major price cut.
- Standard API pricing: $1 per million input tokens, $5 for output and $0.05 for cached input
- About 50%–58% cheaper than the previous generation GPT-5.6 Terra ($2/$12)
- Only half the price of GPT-6.1 Sol and one-tenth of GPT-6 Astra
- A context window of 1.05 million tokens and maximum output of 128,000 tokens
- On the Artificial Analysis intelligence index, GPT-6.1 Terra (Max) scores 48, surpassing every Chinese open-weight model except Kimi K3.1 Pro
3. Moonshot AI Releases Kimi K3.1 Pro, the Strongest 3T-Parameter Open Model
Moonshot AIKimiOpen Source
Moonshot AI has officially released Kimi K3.1 Pro, the first model in the K3.1 series. The company calls it the strongest open-weight model to date, focused on long coding tasks, 3D modeling and financial scenarios.
- 3 trillion total parameters (MoE architecture) with a 1 million token context window
- Ranks 4th globally and 1st among open-source models on the Artificial Analysis intelligence index
- Terminal-Bench 4.0 score of 65.7%, an 11-point gain over the previous Kimi K3
- A high-speed K3.1 Highspeed edition is released alongside it
- Committed to releasing full weights by November 4
4. DeepSeek Fully Open-Sources the DeepInfer Inference Framework
DeepSeekOpen SourceInference Framework
DeepSeek has fully open-sourced the DeepInfer inference framework, achieving compatibility with multiple chip platforms.
- Compatible with NVIDIA and Huawei Ascend chips
- Lowers the barrier to deploying large-model inference
- Supports multiple hardware architectures, improving inference efficiency
- Continues DeepSeek's consistent open-source strategy
5. CCTV Reports an AI Face-Forgery Fraud Case and Publishes Prevention Tips
AI SecurityCCTVDeepfake
According to CCTV, the Hangzhou Intermediate People's Court published a case in which criminals used AI to forge faces for fraudulent payments. The case reveals the risks of deepfake technology being misused.
- Criminals used online photos to generate AI-forged faces
- They bypassed facial recognition verification on some platforms
- The court published prevention tips, reminding the public to better protect personal information
- It called on platforms to upgrade facial recognition technology to counter deepfakes
6. Chery Unveils the CheryMind Vertical Model and Ziwei Chips
CheryPhysical AIAutomotive
Chery Automobile has released CheryMind, a vertical foundation model for physical AI, along with the Ziwei chip series.
- A vertical large model optimized specifically for automotive scenarios
- Paired with in-house Ziwei chips for software-hardware synergy
- Targets intelligent driving, in-vehicle interaction and similar scenarios
- Marks automakers' accelerating push into core AI technology
7. World's First General Marine Foundation Model Clears Filing
Marine AIFilingShihang Intelligence
The general marine foundation model "CEORION", independently developed by Shihang Intelligent, has officially completed filing with the Cyberspace Administration of China, becoming the world's first general marine AI foundation model to clear filing.
- The world's first general foundation model for the marine domain
- Formally approved through Cyberspace Administration of China filing review
- Marks China's leading position in marine AI globally
- Will serve marine research, resource development and other scenarios
Today's Data at a Glance
| Metric | Figure |
|---|---|
| Anthropic targeted valuation | $2 trillion |
| Anthropic first-half revenue | $16.29 billion |
| Anthropic net loss | $8.07 billion |
| Anthropic ARR | $65 billion |
| GPT-6.1 Terra API price cut | 50%–58% |
| GPT-6.1 Terra context window | 1.05 million tokens |
| Kimi K3.1 Pro parameters | 3 trillion (MoE) |
| Kimi K3.1 Pro context | 1 million tokens |
| Kimi K3.1 Pro open-source commitment | By November 4 |
| DeepSeek DeepInfer compatible chips | NVIDIA + Huawei Ascend |
Sources
- CSDN: AI Industry Daily, October 27, 2026
- Sina Finance: The largest IPO ever turns out to be the AI company that loses the most money
- UC Browser: GPT-6.1 Terra launches at a rock-bottom price as the working model of the agent era arrives
- NetEase News: Kimi releases K3.1 Pro, more capability at a lower price to challenge Opus 5.5
- Toutiao Tech: AI Tech, October 27, 2026
- International Finance News: The world's first general marine foundation model "Shihang CEORION" clears filing
- Xueqiu: DeepSeek tops global weekly large-model call volume