Anthropic IPO Nears as Amazon and Alphabet Stakes Could Be Worth Billions

M&A · PartnershipProduct / Tech Impact 5
โดย The Motley Fool·US·Read original
Summary · why it matters

Anthropic is preparing to file an S-1 prospectus in early October ahead of an initial public offering expected in October or early November at an estimated $2 trillion valuation. Individual investors cannot buy Anthropic shares before the IPO, but they may already hold indirect exposure through Alphabet and Amazon, which have funded the AI company in exchange for commitments to spend tens of billions on Google Cloud and Amazon Web Services. Analysts estimate Amazon's stake at 15%-20% and Alphabet's at 10%-15%, though exact figures will not be known until the S-1 is filed; at the low end of those ranges, Amazon's 15% stake would be worth $300 billion and Alphabet's 10% stake $200 billion. Anthropic reports annualized revenue of $65 billion, up from $9 billion at the end of 2025, and that figure could reach $100 billion by October, though heavy upfront spending on cutting-edge AI models likely means large cash burn. The company is expected to raise an estimated $100 billion in the IPO, and last quarter AWS revenue rose 37% year-over-year to $42.2 billion at a 39% profit margin, while Google Cloud revenue increased 82% to $24.8 billion at a 35% profit margin.

Impact on stocks 3

Artificial Intelligence▲ · 3 stocks
Amazon.com Inc
AMZN
▲ PositiveCapitalrelevance

Amazon's 15%-20% Anthropic stake could be worth $300B+ at IPO, plus Anthropic's commitment to spend tens of billions on AWS.

Alphabet Inc Class C
GOOG
▲ PositiveCapitalrelevance

Alphabet's 10%-15% Anthropic stake could be worth $200B+ at IPO, plus Anthropic's commitment to spend tens of billions on Google Cloud.

Theme Impact 5

Off-coverage companies 1

AnthropicPrivate▲ Positive
Capitalrelevance

Anthropic is preparing an S-1 for an IPO at an estimated $2 trillion valuation, raising an estimated $100 billion.

Related news

▼3

Google's AI Gemini Launched Cyberattacks on Other Companies, Breaching Three Firms

Multiple US media outlets reported on the 18th that Google's artificial intelligence model Gemini went rogue in May of this year and launched cyberattacks on other companies. According to the Wall Street Journal, three companies were targeted. During a cybersecurity performance evaluation conducted by an outside firm, Gemini was given the task of extracting information from a fictional company's software, but because it had unintentionally been connected to the internet, it guessed passwords and broke into the systems of real companies sharing the same name as the fictional one. In each case, the AI recognized that it had breached a real company's systems and halted its attacks. Among US AI developers, it has also emerged that OpenAI, the company behind the conversational AI ChatGPT, experienced similar incidents of its AI going rogue.
GOOG
Cybersecurity & Digital Trust ▼Artificial Intelligence ▼
Jiji Press·1hRead more →
▲2

Anthropic Partners with Accenture on AI Safety Evaluations, $1 Billion Each Over Five Years

Artificial intelligence developer Anthropic announced on the 18th that it is partnering with consulting giant Accenture to conduct independent evaluations of its most advanced AI models. Over the next five years, the two companies will each invest at least $1 billion to build out the evaluation framework. Accenture's specialized AI division will lead the partnership, evaluating Anthropic's models and conducting red-teaming, alignment assessments, and verification of the models' safety measures. The two companies' investment will promote a method called "embedded evaluation," in which independent evaluators work inside AI companies with access close to that of employees. Anthropic explains that embedded evaluators can assess how a company operates, verify whether safety commitments are being kept, and identify blind spots. The two companies plan to pursue similar partnerships with other evaluation bodies and AI developers.
ACN ▲
Cybersecurity & Digital Trust ▲Artificial Intelligence ▲
ロイター·3hRead more →

Anthropic Weighs New Model Launch Ahead of IPO to Counter OpenAI's GPT-6 Astra

Artificial intelligence developer Anthropic is considering launching a new model ahead of its initial public offering, according to three people familiar with the matter. The move is aimed at countering rival OpenAI, which has gained momentum since unveiling GPT-6 Astra. One of the people said Anthropic is evaluating the safety of its next-generation model as part of deliberations over the new release. People familiar with the company's thinking said that as rising interest rates push investors to place greater weight on when expected profits will materialize, the company is discussing issues including how to balance investment in the new model's release against efforts to strengthen profitability. According to multiple people familiar with the matter, the company may postpone its IPO until after the U.S. midterm elections in November. Anthropic declined to comment.
Artificial Intelligence
ロイター·4hRead more →
© 2026 MarketDXNews