Kimi估值升至315亿美元 ARR突破3亿美元 收入曲线现Anthropic早期特征

格隆汇
Jun 30

据科创板日报,月之暗面Kimi上一轮200亿美元估值融资于近日完成交割,新一轮融资已经启动,投前估值涨至315亿美元。据接近Kimi的机构人士介绍,Kimi在本轮融资沟通中披露了其最新收入数据:6月中旬,ARR(年度经常性收入)突破3亿美元。Kimi此轮收入增长主要来自模型迭代带动的开发者使用和API收入提升。目前,API收入已占Kimi整体收入7成以上并持续走高。Kimi的收入曲线初现Anthropic早期商业化阶段的特征:开发者调用放量、API占比提升、海外付费用户增长,并由模型能力迭代带动价格体系上移。

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