Anthropic investors target $2 trillion IPO valuation in October

Earnings Impact 5
โดย Financial Times·US·Read original
Summary · why it matters

Anthropic investors expect the AI company to go public in October at a valuation of $2 trillion or more, which would make it the largest initial public offering in history, according to the Financial Times. Half a dozen of Anthropic's backers said the Claude maker's annualized revenue is expected to land between $100 billion and $120 billion before the year closes, more than tenfold growth compared with the $47 billion annualized revenue reported in May. The company last raised capital at a $965 billion post-money valuation, and senior executives had not fixed a valuation target even in private conversations. Anthropic filed paperwork with the Securities and Exchange Commission in June and entered a quiet period, with Morgan Stanley, Goldman Sachs, and JPMorgan leading the offering. Challenges include a top model priced more than 2.5 times higher than OpenAI's flagship, a temporary export control that slowed revenue growth in June, active litigation against the U.S. Department of Defense, and customers shifting toward lower-cost AI options.

Impact on stocks 4

Financials▲ · 2 stocks
Morgan Stanley
MS
▲ PositiveCapitalrelevance

Leading the IPO, likely to earn significant fees.

Digital Finance & Tokenization▲ · 1 stocks
Artificial Intelligence▲ · 1 stocks

Theme Impact 1

Off-coverage companies 1

AnthropicPrivate▲ Positive
Capitalrelevance

IPO at $2T valuation, massive revenue growth.

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