#anthropic拒绝延期ipo，本周路演估值几何？ Anthropic Refuses to Delay Its IPO! Valuation Falls from $1.5 Trillion to $1.4 Trillion as the AI Bubble Faces Its Real Test!
Tech stocks continue to swing, and doubts about returns on AI investment are growing. Yet Anthropic, the company behind Claude, is still moving ahead with its IPO as planned!
The latest IPO plan shows that Anthropic intends to issue 825 million shares at a price range of $70–$78, raising up to approximately $64.4 billion and targeting a valuation of $1.4 trillion.
The valuation discussed by the market previously reached $1.5 trillion, but expectations have since fallen. On the surface, that’s a difference of just $100 billion, but it reflects a shift in Wall Street’s attitude toward valuing AI companies.
In my view, Anthropic’s IPO is essentially a stress test for the global AI capital market!
Over the past two years, AI companies have attracted massive investments on the back of demand for computing power, model upgrades, and expectations of future growth. But investors are now asking: Can revenue growth keep pace with ever-rising computing costs? How long will it take for massive infrastructure investments to pay off?
Anthropic has its Claude models and a growing enterprise customer base. But with fierce competition and high training costs, even leading AI companies can’t sustain their valuations on growth narratives alone.
If this IPO attracts strong demand, it could lift sentiment across the AI sector again. If the price is lowered further, however, it would signal that the capital market is becoming less tolerant of highly valued tech companies.
In the crypto market, AI-themed coins such as TAO, RENDER, and FET may be affected by shifts in sentiment. BTC and ETH should also be watched for risks stemming from volatility in tech stocks.
My take: The AI narrative isn’t over, but investors have begun to reassess valuations. What will truly determine market direction from here is no longer who tells the biggest story, but who can turn AI investment into sustained profits!
Tech stocks continue to swing, and doubts about returns on AI investment are growing. Yet Anthropic, the company behind Claude, is still moving ahead with its IPO as planned!
The latest IPO plan shows that Anthropic intends to issue 825 million shares at a price range of $70–$78, raising up to approximately $64.4 billion and targeting a valuation of $1.4 trillion.
The valuation discussed by the market previously reached $1.5 trillion, but expectations have since fallen. On the surface, that’s a difference of just $100 billion, but it reflects a shift in Wall Street’s attitude toward valuing AI companies.
In my view, Anthropic’s IPO is essentially a stress test for the global AI capital market!
Over the past two years, AI companies have attracted massive investments on the back of demand for computing power, model upgrades, and expectations of future growth. But investors are now asking: Can revenue growth keep pace with ever-rising computing costs? How long will it take for massive infrastructure investments to pay off?
Anthropic has its Claude models and a growing enterprise customer base. But with fierce competition and high training costs, even leading AI companies can’t sustain their valuations on growth narratives alone.
If this IPO attracts strong demand, it could lift sentiment across the AI sector again. If the price is lowered further, however, it would signal that the capital market is becoming less tolerant of highly valued tech companies.
In the crypto market, AI-themed coins such as TAO, RENDER, and FET may be affected by shifts in sentiment. BTC and ETH should also be watched for risks stemming from volatility in tech stocks.
My take: The AI narrative isn’t over, but investors have begun to reassess valuations. What will truly determine market direction from here is no longer who tells the biggest story, but who can turn AI investment into sustained profits!
