{"id":15944,"date":"2026-11-04T19:11:03","date_gmt":"2026-11-04T18:11:03","guid":{"rendered":"https:\/\/dailyai.com\/?p=15944"},"modified":"2026-11-04T19:11:03","modified_gmt":"2026-11-04T18:11:03","slug":"dailyai-briefing-anthropics-17bn-quarter-ends-in-a-loss-plus-4-more","status":"publish","type":"post","link":"https:\/\/dailyai.com\/fr\/2026\/11\/dailyai-briefing-anthropics-17bn-quarter-ends-in-a-loss-plus-4-more\/","title":{"rendered":"R\u00e9sum\u00e9 de DailyAI\u00a0: Le trimestre d\u2019Anthropic, qui s\u2019\u00e9levait \u00e0 17\u00a0milliards de dollars, se termine par une perte, et 4 autres r\u00e9sultats."},"content":{"rendered":"

Bienvenue dans le briefing DailyAI, les cinq plus grandes actualit\u00e9s du jour en mati\u00e8re d'IA.<\/strong> Le document d'introduction en bourse actualis\u00e9 d'Anthropic r\u00e9v\u00e8le un chiffre d'affaires trimestriel de 17 milliards de dollars qui s'est malgr\u00e9 tout sold\u00e9 par une perte d'exploitation, en raison d'un co\u00fbt de calcul bien sup\u00e9rieur aux pr\u00e9visions. OpenAI indique que ChatGPT traite d\u00e9sormais cinq fois moins de recherches que Google, Google exige des \u00e9tablissements scolaires qu'ils d\u00e9sactivent son moteur de recherche s'ils souhaitent d\u00e9sactiver l'IA, la Chine acc\u00e9l\u00e8re l'adoption d'une loi unique sur l'IA, et les cl\u00e9s d'IA vol\u00e9es engendrent des factures de plusieurs millions de dollars.<\/p>\n

Entrons dans le vif du sujet.<\/p>\n

Le trimestre d'Anthropic, qui s'\u00e9levait \u00e0 17 milliards de dollars, s'est sold\u00e9 par une perte.<\/h2>\n

567 millions de dollars. C'est la perte d'exploitation enregistr\u00e9e par Anthropic pour le trimestre clos le 30 septembre, sur un chiffre d'affaires d'environ 17 milliards de dollars. d\u00e9p\u00f4t d'introduction en bourse modifi\u00e9<\/a> L'entreprise a transmis ce document \u00e0 la Securities and Exchange Commission (SEC) am\u00e9ricaine lundi. Au cours du trimestre de juin, son b\u00e9n\u00e9fice d'exploitation s'est \u00e9lev\u00e9 \u00e0 974 millions de dollars. Le document impute ces r\u00e9sultats \u00e0 \u201c\u00a05 milliards de dollars de puissance de calcul engag\u00e9s \u00e0 court terme, dont le co\u00fbt actuel est nettement sup\u00e9rieur\u00a0\u201d \u00e0 celui des puissances de calcul achet\u00e9es dans le cadre de contrats pluriannuels, ainsi qu'\u00e0 2 milliards de dollars de charges non mon\u00e9taires li\u00e9es \u00e0 son programme de dons jumel\u00e9s du personnel.<\/p>\n

Les co\u00fbts li\u00e9s \u00e0 l'informatique et \u00e0 l'infrastructure se sont \u00e9lev\u00e9s \u00e0 9,9 milliards de dollars, soit environ 58 % du chiffre d'affaires, contre 48 % au trimestre pr\u00e9c\u00e9dent. La croissance trimestrielle du chiffre d'affaires a \u00e9galement ralenti, s'\u00e9tablissant \u00e0 environ 47 %, contre 144 % au deuxi\u00e8me trimestre., CNBC a not\u00e9<\/a>. Le document fait \u00e9tat d'environ 895,4 milliards de dollars d'investissements engag\u00e9s, presque exclusivement dans la puissance de calcul, jusqu'en 2045. Il indique \u00e9galement que les pr\u00e9visions d'Anthropic sugg\u00e8rent que l'entreprise \u201c pourrait atteindre prochainement \u201d le seuil fix\u00e9 par sa politique de s\u00e9curit\u00e9 pour une \u201c acc\u00e9l\u00e9ration spectaculaire des progr\u00e8s attribuables \u00e0 l'IA \u201d, bien qu'aucun mod\u00e8le actuel n'ait \u00e9t\u00e9 jug\u00e9 capable de le franchir. En clair\u00a0: la demande pour Claude d\u00e9passe les capacit\u00e9s de calcul pr\u00e9vues par Anthropic, et combler ce manque \u00e0 court terme s'av\u00e8re co\u00fbteux.<\/p>\n

OpenAI affirme que ChatGPT effectue cinq fois moins de recherches que Google.<\/h2>\n

Une requ\u00eate sur cinq. C'est le nombre de requ\u00eates de type recherche que ChatGPT traite d\u00e9sormais par rapport \u00e0 Google, selon Adam Fry, responsable des produits grand public chez ChatGPT, qui s'est exprim\u00e9 aupr\u00e8s de\u2026 Grandes technologies<\/a>. Il a \u00e9galement indiqu\u00e9 que le nombre d'utilisateurs hebdomadaires \u00e9tait pass\u00e9 de 1 milliard \u00e0 1,2 milliard en deux mois. OpenAI n'a pas pr\u00e9cis\u00e9 sa m\u00e9thode de calcul pour Google, et chaque recherche web effectu\u00e9e dans une conversation est comptabilis\u00e9e comme une recherche distincte.<\/p>\n

\n

OpenAI<\/span><\/span> dit ChatGPT<\/span><\/span> Il traite un cinqui\u00e8me du volume de requ\u00eates de recherche de Google.<\/p>\n

\u2014 The Verge 3 novembre 2026<\/a><\/p><\/blockquote>\n

Les estimations externes sont bien inf\u00e9rieures. seoClarity cela le situe \u00e0 environ 7,5%<\/a>, et Ahrefs estim\u00e9 \u00e0 environ 12%<\/a> En f\u00e9vrier, une \u00e9tude a r\u00e9v\u00e9l\u00e9 que Google g\u00e9n\u00e8re environ 190 fois plus de visiteurs vers les sites web. Pour tout propri\u00e9taire de site, les clics sont plus importants que les recherches, et ces derni\u00e8res restent encore peu nombreuses. Notre histoire<\/a> place les figures c\u00f4te \u00e0 c\u00f4te.<\/p>\n

Google oblige les \u00e9coles \u00e0 choisir entre l'IA et la recherche<\/h2>\n

Gemini et Google Search \u201c seront totalement d\u00e9sactiv\u00e9s pour les comptes des \u00e9l\u00e8ves du primaire et du secondaire jusqu'\u00e0 ce que les administrateurs scolaires les activent explicitement \u201d, a d\u00e9clar\u00e9 Chris Phillips, responsable du secteur de l'\u00e9ducation chez Google. \u00e9crit mardi<\/a>. Les \u00e9tablissements scolaires peuvent r\u00e9activer la fonction Recherche sans les applications Gemini, mais celle-ci inclut toujours des aper\u00e7us de l'IA. \u201c\u00a0La recherche et l'IA sont \u00e9troitement int\u00e9gr\u00e9es\u00a0\u201d, a d\u00e9clar\u00e9 Phillips., d'apr\u00e8s Education Week<\/a>.<\/p>\n

\n

Google annonce qu'il d\u00e9sactivera par d\u00e9faut ses produits d'IA pour les \u00e9l\u00e8ves des \u00e9tablissements scolaires utilisant ses logiciels \u00e9ducatifs. Cependant, les \u00e9coles qui choisiront de ne pas utiliser ses services d'IA perdront \u00e9galement l'acc\u00e8s \u00e0 la recherche Google.<\/p>\n

\u2014 NBC News 4 novembre 2026<\/a><\/p><\/blockquote>\n

Permettre aux enfants d'activer ou de d\u00e9sactiver l'IA par d\u00e9faut est une solution judicieuse. Le probl\u00e8me, c'est que Google propose d\u00e9j\u00e0 une solution Filtre Web<\/a> qui n'affiche que des liens textuels sans aper\u00e7us de l'IA, donc une configuration scolaire avec uniquement des liens est tout \u00e0 fait possible. notre article d'opinion<\/a> Nous estimons que Google devrait proposer pr\u00e9cis\u00e9ment cela, afin qu'un \u00e9tablissement scolaire prudent n'ait pas \u00e0 renoncer \u00e0 la recherche pour dire non \u00e0 l'IA.<\/p>\n

La Chine acc\u00e9l\u00e8re l'adoption d'une loi unique sur l'IA<\/h2>\n

Plus de 700 millions de personnes en Chine utilisent d\u00e9sormais l'IA g\u00e9n\u00e9rative, soit plus de la moiti\u00e9 de la population, selon donn\u00e9es officielles<\/a> Publi\u00e9 en septembre. Mardi, Wang Ruomeng, de la Commission nationale du d\u00e9veloppement et de la r\u00e9forme, organe de planification \u00e9conomique de l'\u00c9tat chinois, a d\u00e9clar\u00e9 que P\u00e9kin allait \u201c acc\u00e9l\u00e9rer \u201d l'adoption d'une loi globale sur l'IA. une conf\u00e9rence de presse \u00e0 P\u00e9kin<\/a>. Selon Le Quotidien de P\u00e9kin<\/a>, Il comprendrait des r\u00e8gles relatives aux donn\u00e9es, \u00e0 la puissance de calcul et aux algorithmes, au signalement des incidents pour les entreprises sp\u00e9cialis\u00e9es en IA, \u00e0 la surveillance de l'impact de l'IA sur l'emploi et \u00e0 la protection contre les deepfakes et la d\u00e9pendance \u00e9motionnelle aux chatbots.<\/p>\n

Il n'existe pour l'instant ni projet de texte, ni date limite, ni sanctions, et un projet de loi sur l'IA figure au programme de travail du Conseil d'\u00c9tat depuis 2023., Notes de Caixin<\/a>. N\u00e9anmoins, les volets de surveillance des emplois et de signalement des incidents pourraient permettre de publier des chiffres sur les m\u00e9faits de l'IA que peu de gouvernements publient. Nous avons abord\u00e9 les d\u00e9tails<\/a> ce matin.<\/p>\n

Les cl\u00e9s d'IA vol\u00e9es co\u00fbtent des millions de dollars.<\/h2>\n

Plus de 100\u00a0000 dollars par jour, et jusqu\u2019\u00e0 un million de dollars au total pour certaines entreprises avant m\u00eame que quiconque ne s\u2019en aper\u00e7oive\u00a0: voil\u00e0 ce que les criminels ont co\u00fbt\u00e9 aux entreprises en leur volant l\u2019acc\u00e8s \u00e0 leur intelligence artificielle, selon une \u00e9tude. rapport<\/a> D'apr\u00e8s Google Threat Intelligence Group et Mandiant, des attaquants r\u00e9cup\u00e8rent des identifiants de connexion cloud et des cl\u00e9s API divulgu\u00e9s, activent des services d'IA que la victime n'a jamais utilis\u00e9s et revendent l'acc\u00e8s. Un revendeur, Jet Night, a effectu\u00e9 plus de 500\u00a0000 appels d'IA avec les cl\u00e9s d'une seule victime en moins de huit heures et propose un abonnement illimit\u00e9 pour environ 60\u00a0$ par mois.<\/p>\n

\n

Le LLMJacking doit retenir toute votre attention. Des acteurs malveillants ont utilis\u00e9 des cl\u00e9s IAM et GitHub divulgu\u00e9es pour activer des services LLM dans le cloud, acheminer les quotas vol\u00e9s vers des plateformes de mixage LLM clandestines et accumuler des factures de 100\u00a0000 $ par jour. Prot\u00e9gez-vous gr\u00e2ce \u00e0 notre guide.<\/p>\n

\u2014 Mandiant (qui fait partie de Google Cloud) 4 novembre 2026<\/a><\/p><\/blockquote>\n

Le volume des requ\u00eates peut d\u00e9passer les 1 000 par seconde., BleepingComputer a signal\u00e9<\/a>, Le fournisseur d'IA facture tout simplement cela comme une utilisation normale. Les conseils de Google sont simples\u00a0: alterner les cl\u00e9s de chiffrement, v\u00e9rifier le code source des donn\u00e9es sensibles et d\u00e9finir des plafonds de d\u00e9penses et des alertes. Si une offre d'IA semble bien moins ch\u00e8re que le prix officiel, il est possible que quelqu'un d'autre en assume les co\u00fbts. Notre histoire<\/a> explique le fonctionnement du syst\u00e8me.<\/p>\n

Fin de la communication<\/h2>\n

Aujourd'hui, je n'arr\u00eatais pas de penser \u00e0 la facture. Anthropic paie un prix exorbitant pour une puissance de calcul non pr\u00e9vue, des entreprises paient pour une IA qu'elles n'ont jamais utilis\u00e9e, et les \u00e9coles risquent de payer pour avoir refus\u00e9 l'IA dans leur moteur de recherche. Parall\u00e8lement, ChatGPT comptabilise ses recherches d'une mani\u00e8re qui le rapproche davantage de Google que ne le sugg\u00e8rent les donn\u00e9es externes.<\/p>\n

\u00c0 demain.<\/p>","protected":false},"excerpt":{"rendered":"

Anthropic’s amended IPO filing shows a $17 billion quarter that still ended in a $567 million operating loss.
\nPlus ChatGPT’s search claim, Google’s school AI switch, China’s AI law and stolen AI keys.<\/p>","protected":false},"author":1,"featured_media":15945,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[],"tags":[338],"class_list":["post-15944","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","tag-roundup"],"yoast_head":"\nDailyAI Briefing: Anthropic's $17bn quarter ends in a loss<\/title>\n<meta name=\"description\" content=\"Anthropic's $17bn quarter ends in a loss, ChatGPT's search claim, Google's school AI switch, China's AI law and million-dollar LLMjacking bills.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/dailyai.com\/fr\/2026\/11\/dailyai-briefing-anthropics-17bn-quarter-ends-in-a-loss-plus-4-more\/\" \/>\n<meta property=\"og:locale\" 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