Amazon.com IncAmazon holds a $43 billion stake in Anthropic, which will benefit from the IPO.
Anthropic, the AI lab founded in 2021 by former OpenAI employees, is set to become the most anticipated IPO of 2026 after filing its Form S-1 with the SEC on June 1st, with Polymarket betting showing an 83% chance of a public debut by the end of October and 93% by year-end. With a private valuation of approximately $965 billion and an annualized revenue run rate of about $65 billion, Anthropic is the fastest-growing technology company in history, specializing in enterprise AI and software coding through its Claude models. Several public companies hold significant stakes, including Amazon, whose $43 billion stake is only about 2% of its market cap, while SK Telecom's $2.7 billion stake represents roughly 20% of its market cap, making it the biggest relative beneficiary. The IPO is seen as a crucial barometer for the AI industry, given that AI spending accounts for the lion's share of US GDP growth.
Amazon.com IncAmazon holds a $43 billion stake in Anthropic, which will benefit from the IPO.
Salesforce.com Inc
Alphabet Inc Class C
Space Exploration Technologies Corp. Class A Common Stock
SK Telecom Co LtdSK Telecom's $2.7 billion stake is about 20% of its market cap, making it the biggest relative beneficiary.
Anthropic is the subject of the IPO filing, with a $965 billion valuation and $65 billion revenue run rate.