Anthropic Prepares Fall IPO After Raising $130 Billion From 300 Investors

M&A · PartnershipCorporate Action Impact 4
โดย Yahoo Finance·US·Read original
Summary · why it matters

Anthropic is preparing to go public later this fall in a debut that will test the artificial intelligence boom, with the AI model maker having raised $130 billion from 300 institutional investors, according to PitchBook data. Anthropic notched a $965 billion valuation in May, and bankers have discussed a deal that could surpass SpaceX's June listing as the world's largest, raising as much as $100 billion at a $2 trillion valuation, according to an August Wall Street Journal report. Amazon has deployed approximately $18 billion into Anthropic via preferred stock and convertible notes while retaining access to an additional $15 billion contingent on commercial milestones, and said in July the carrying value of its various Anthropic investments totaled $190.4 billion. Alphabet has invested $13.3 billion in Anthropic with another $30 billion in commitments contingent on milestones, and Anthropic has committed to purchasing five gigawatts of computing from Google Cloud. Salesforce's Anthropic stake carried a value of approximately $5.1 billion as of July 31, up by $3 billion since February, while Nvidia and Microsoft both joined Anthropic's Series G round in February and have committed up to $10 billion and $5 billion respectively. Other investors with billions riding on the listing include Menlo Ventures, United Arab Emirates sovereign wealth fund affiliate ATIC, the venture arm of Zoom, and Blackstone, which PitchBook estimates could make several billion dollars from the debut.

Impact on stocks 9

Artificial Intelligence · 8 stocks
Amazon.com Inc
AMZN
▲ PositiveCapitalrelevance

Amazon has deployed ~$18B into Anthropic via preferred stock and convertible notes, with $15B more contingent on milestones, so the IPO would crystallize a large investment gain.

Alphabet Inc Class C
GOOG
▲ PositiveCapitalrelevance

Alphabet has invested $13.3B in Anthropic with $30B more contingent on milestones, and the IPO would boost the value of that stake.

Salesforce.com Inc
CRM
▲ PositiveCapitalrelevance

Salesforce's Anthropic stake was worth ~$5.1B as of July 31, up $3B since February, so the listing would mark a large gain on its investment.

Blackstone Group Inc
BX
▲ PositiveCapitalrelevance

PitchBook estimates Blackstone could make several billion dollars from Anthropic's IPO debut.

Microsoft Corporation
MSFT
▲ PositiveCapitalrelevance

Microsoft joined Anthropic's Series G round in February and committed up to $5B, so the IPO would lift the value of its investment.

NVIDIA Corporation
NVDA
▲ PositiveCapitalrelevance

Nvidia joined Anthropic's Series G round in February and has committed up to $10 billion, a financial investment that stands to gain from the IPO.

Zoom Video Communications Inc
ZM
▲ PositiveCapitalrelevance

Zoom's venture arm is among the investors with billions riding on Anthropic's listing, a stake that could appreciate in the debut.

Consumer Discretionary · 1 stocks

Theme Impact 4

Off-coverage companies 4

AnthropicPrivate▲ Positive
Capitalrelevance

Anthropic is preparing to go public this fall at a potential $2 trillion valuation after raising $130 billion from 300 investors.

Advanced Technology Investment Company (ATIC)Private± Mixed
relevance

Menlo VenturesPrivate± Mixed
relevance

PitchBookPrivate± Mixed
relevance

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