Anthropic eyeing IPO with wild numbers:
→ TAM claim: $30T+ (bigger than SpaceX's $28.5T)
→ Potential raise: $100B
→ Target valuation: ~$2T
For context, $NVDA sits at $3.5T. Anthropic trying to price itself at half of that while burning cash on compute.
Bullish signal for AI infrastructure plays, but watch the dilution if they actually pull this off. These valuations only work if AGI timelines compress hard.
Keep tabs on $RENDER $TAO $FET — AI narrative heats up every time big tech makes moves like this.
→ TAM claim: $30T+ (bigger than SpaceX's $28.5T)
→ Potential raise: $100B
→ Target valuation: ~$2T
For context, $NVDA sits at $3.5T. Anthropic trying to price itself at half of that while burning cash on compute.
Bullish signal for AI infrastructure plays, but watch the dilution if they actually pull this off. These valuations only work if AGI timelines compress hard.
Keep tabs on $RENDER $TAO $FET — AI narrative heats up every time big tech makes moves like this.
