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🚨 HUGE: DeepSeek just went from open-source disruptor to a $75 BILLION IPO contender, in under two years.
Reuters reports the Hangzhou-based AI lab has tapped CITIC Securities to kick off IPO preparations, targeting Shanghai's Nasdaq-style STAR Market, with a public debut as early as 2027.
This isn't DeepSeek's first fundraise of the year, it's the second. Back in June, the company closed its first-ever external funding round, raising $7.4 billion at a valuation north of $50 billion. Just weeks later, it's back in the market seeking fresh capital, this time at a valuation between $71 billion and $75 billion.
That's roughly 50% valuation growth in a matter of weeks.
Here's what's wild: DeepSeek doesn't strictly need the money. Founder Liang Wenfeng also runs High-Flyer, a quantitative hedge fund with deep enough pockets to bankroll years of research independently. Yet the company is raising anyway, pouring capital into computing infrastructure, model research, and one specific bet, at least 160,000 Huawei Ascend AI chips reportedly earmarked for a massive data center in Inner Mongolia, a direct hedge against reliance on Nvidia hardware amid export restrictions.
The company's annualized recurring revenue has reportedly reached roughly $500 million, a real signal of commercial traction. But DeepSeek remains loss-making, burning cash fast as it races Alibaba, ByteDance, Tencent, and the rest of China's AI field for talent and compute.
Big names are already in: Tencent and battery giant CATL both participated in the June round, with Liang personally committing ¥20 billion of his own capital.
The company that shook Silicon Valley with a cheap open-source model is now positioning for one of the biggest tech listings China has seen in years.
#DeepSeek #AI #China #IPO #TechNews
Reuters reports the Hangzhou-based AI lab has tapped CITIC Securities to kick off IPO preparations, targeting Shanghai's Nasdaq-style STAR Market, with a public debut as early as 2027.
This isn't DeepSeek's first fundraise of the year, it's the second. Back in June, the company closed its first-ever external funding round, raising $7.4 billion at a valuation north of $50 billion. Just weeks later, it's back in the market seeking fresh capital, this time at a valuation between $71 billion and $75 billion.
That's roughly 50% valuation growth in a matter of weeks.
Here's what's wild: DeepSeek doesn't strictly need the money. Founder Liang Wenfeng also runs High-Flyer, a quantitative hedge fund with deep enough pockets to bankroll years of research independently. Yet the company is raising anyway, pouring capital into computing infrastructure, model research, and one specific bet, at least 160,000 Huawei Ascend AI chips reportedly earmarked for a massive data center in Inner Mongolia, a direct hedge against reliance on Nvidia hardware amid export restrictions.
The company's annualized recurring revenue has reportedly reached roughly $500 million, a real signal of commercial traction. But DeepSeek remains loss-making, burning cash fast as it races Alibaba, ByteDance, Tencent, and the rest of China's AI field for talent and compute.
Big names are already in: Tencent and battery giant CATL both participated in the June round, with Liang personally committing ¥20 billion of his own capital.
The company that shook Silicon Valley with a cheap open-source model is now positioning for one of the biggest tech listings China has seen in years.
#DeepSeek #AI #China #IPO #TechNews
🔥 Over the past two days, BNB Chain has seen a new narrative worth paying attention to: 4Stock is turning “IPO on-chain” from an idea into a real product.
CZ previously suggested that IPOs in the future will move onto the blockchain, and then Four.meme launched 4Stock, with its first asset BNC4 directly corresponding to the U.S.-listed stock CEA Industries.
Even more noteworthy is that after BNC4 went live, a clear premium appeared—attention to “on-chain U.S. stock assets” quickly heated up in the market. Now what the market is trading isn’t just a token, but a new connection between traditional equities, IPOs, and blockchain liquidity. If, going forward, more U.S. stocks—even IPOs—can enter the chain through similar means, the RWA narrative may gain a fresh set of play patterns. What’s truly worth watching on BNB Chain this time isn’t how much 4Stock can pump in the short term, but whether this model can be continuously replicated. #bnb #4STOCK #RWA #IPO $BNB
CZ previously suggested that IPOs in the future will move onto the blockchain, and then Four.meme launched 4Stock, with its first asset BNC4 directly corresponding to the U.S.-listed stock CEA Industries.
Even more noteworthy is that after BNC4 went live, a clear premium appeared—attention to “on-chain U.S. stock assets” quickly heated up in the market. Now what the market is trading isn’t just a token, but a new connection between traditional equities, IPOs, and blockchain liquidity. If, going forward, more U.S. stocks—even IPOs—can enter the chain through similar means, the RWA narrative may gain a fresh set of play patterns. What’s truly worth watching on BNB Chain this time isn’t how much 4Stock can pump in the short term, but whether this model can be continuously replicated. #bnb #4STOCK #RWA #IPO $BNB
🔥 In just one sentence, CZ has reignited the RWA track: Will IPOs also be put on-chain?
Brothers, CZ recently mentioned a really interesting direction: in the future, IPOs may go straight on-chain.
What does that mean? Simply put, traditional stock issuance could be transformed into on-chain assets.
In the past, buying stocks required an entire setup—brokers, exchanges, clearing and settlement processes.
If IPOs go on-chain directly, in the future it could enable 24/7 trading + global participation.
For RWA, this is definitely a huge imagination space.
And recently, on-chain stocks and tokenized assets have clearly started to heat up—capital is already positioning itself to trade this expectation early.
So I think this isn’t just a throwaway remark; it’s opening up a new story for the fusion of RWA + Crypto.
If a major IPO really lands on-chain later, the related sectors could keep exploding.
One sentence: traditional finance is moving onto the blockchain—maybe the real RWA boom is only just beginning.
#cz #RWA #IPO $BNB
Brothers, CZ recently mentioned a really interesting direction: in the future, IPOs may go straight on-chain.
What does that mean? Simply put, traditional stock issuance could be transformed into on-chain assets.
In the past, buying stocks required an entire setup—brokers, exchanges, clearing and settlement processes.
If IPOs go on-chain directly, in the future it could enable 24/7 trading + global participation.
For RWA, this is definitely a huge imagination space.
And recently, on-chain stocks and tokenized assets have clearly started to heat up—capital is already positioning itself to trade this expectation early.
So I think this isn’t just a throwaway remark; it’s opening up a new story for the fusion of RWA + Crypto.
If a major IPO really lands on-chain later, the related sectors could keep exploding.
One sentence: traditional finance is moving onto the blockchain—maybe the real RWA boom is only just beginning.
#cz #RWA #IPO $BNB
Bitcoin Loses 80K... and an "IPO" On-Chain
Hello everyone! 🔥
We’re opening this Tuesday on a weary Bitcoin market: it dropped below 80K and couldn’t bounce back despite its attempts.
📊 Key market numbers this morning:
BTC: ~79,300 (down ~1%), touched 78,680$ as the low
E,TH: ~2,495 (slight drop, the most resilient)
SOL: ~103-104 (down ~2%)
🔥
1. Bitcoin loses 80K under triple pressure!
First: US jobs came in at 162K versus 55K expected, boosting the odds of a rate hike to ~60%.
Second: **Oil near 100**—Brent at 97.31 and WTI at 92.65, near six-week highs.
Third: US yields above 4.8% are weighing on digital assets.
2. CZ flips the table: "IPO on-chain" 💻
Morning surprise! Binance founder CZ just posted: "IPOs will move on chain".
This means traditional financial markets are heading toward blockchain! A move that could change the face of investing worldwide!
3. ZEC declines, but its weekly gains are still 33%!
Zcash fell from 1,250 to ~1,125 (-5%), but its weekly gains still exceed 33%.
⚠️ Warning: The market is waiting this week for CPI and PPI inflation data, which could determine the fate of the rate hike.
💬 Morning question: What do you think about "IPO on-chain"? Will it change the game rules? And will Bitcoin get back above 80K before CPI? Share your thoughts👇
$BTC
$ZEC
$SOL
#IPO
#CZ
Hello everyone! 🔥
We’re opening this Tuesday on a weary Bitcoin market: it dropped below 80K and couldn’t bounce back despite its attempts.
📊 Key market numbers this morning:
BTC: ~79,300 (down ~1%), touched 78,680$ as the low
E,TH: ~2,495 (slight drop, the most resilient)
SOL: ~103-104 (down ~2%)
🔥
1. Bitcoin loses 80K under triple pressure!
First: US jobs came in at 162K versus 55K expected, boosting the odds of a rate hike to ~60%.
Second: **Oil near 100**—Brent at 97.31 and WTI at 92.65, near six-week highs.
Third: US yields above 4.8% are weighing on digital assets.
2. CZ flips the table: "IPO on-chain" 💻
Morning surprise! Binance founder CZ just posted: "IPOs will move on chain".
This means traditional financial markets are heading toward blockchain! A move that could change the face of investing worldwide!
3. ZEC declines, but its weekly gains are still 33%!
Zcash fell from 1,250 to ~1,125 (-5%), but its weekly gains still exceed 33%.
⚠️ Warning: The market is waiting this week for CPI and PPI inflation data, which could determine the fate of the rate hike.
💬 Morning question: What do you think about "IPO on-chain"? Will it change the game rules? And will Bitcoin get back above 80K before CPI? Share your thoughts👇
$BTC
$ZEC
$SOL
#IPO
#CZ
Zhao Changpeng has once again made a major statement: “The IPO will move onto the blockchain.”
It sounds radical, but on second thought, it’s not far-fetched. The core process of a traditional IPO—in practice, information disclosure, lock-up periods, public issuance, and secondary-market trading—is essentially a set of verifiable ledger rules. The only difference today is that these rules are backed by underwriters, stock exchanges, and regulators. What the blockchain can offer is to encode these rules into auditable smart contracts: shares can be split, holdings are transparent, unlocks execute automatically, and market-maker behavior is traceable. For retail investors, the participation threshold and fairness would be redefined; for issuers, compliance costs might even decrease.
Of course, implementation won’t happen that quickly. Securities compliance, KYC/AML, legal jurisdiction, and stablecoin settlement—every step is still constrained. So a more realistic timeline is probably: first, IPO-like markets for tokenized funds, private equity, and stablecoin-based settlement, and only later an IPO fully issued on-chain.
#IPO #On-chain Finance
If this path is proven workable, then in the coming decade, the largest batch of asset issuance channels may grow directly in the wallets we use today.
It sounds radical, but on second thought, it’s not far-fetched. The core process of a traditional IPO—in practice, information disclosure, lock-up periods, public issuance, and secondary-market trading—is essentially a set of verifiable ledger rules. The only difference today is that these rules are backed by underwriters, stock exchanges, and regulators. What the blockchain can offer is to encode these rules into auditable smart contracts: shares can be split, holdings are transparent, unlocks execute automatically, and market-maker behavior is traceable. For retail investors, the participation threshold and fairness would be redefined; for issuers, compliance costs might even decrease.
Of course, implementation won’t happen that quickly. Securities compliance, KYC/AML, legal jurisdiction, and stablecoin settlement—every step is still constrained. So a more realistic timeline is probably: first, IPO-like markets for tokenized funds, private equity, and stablecoin-based settlement, and only later an IPO fully issued on-chain.
#IPO #On-chain Finance
If this path is proven workable, then in the coming decade, the largest batch of asset issuance channels may grow directly in the wallets we use today.
📰 This time, Robinhood isn’t going to buy IPO allocations—it’s the first time it has officially stepped onto the list of underwriters.
According to a report from The Wall Street Journal, the smart-ring maker Oura has filed for an IPO and plans to trade on Nasdaq under the ticker “OURA.” In the filing, Robinhood Securities is listed as an underwriter—which marks the first time Robinhood has officially participated in underwriting an IPO.
🔥 To be honest, this is still different from what it did with IPO Access in the past. Previously, Robinhood mainly obtained a limited number of shares from the investment banks and then distributed them to retail users on its platform. It didn’t directly take part in underwriting activities such as setting the issuer’s pricing.
After joining the underwriting syndicate, Robinhood theoretically could have more influence over the number of Oura shares allocated to its own platform users. But don’t rush to interpret this as “Robinhood users will reliably get new shares”—there’s currently no guaranteed allocation.
💡 The underwriting lineup for this Oura deal is also not small. Goldman Sachs is the lead underwriter, and Morgan Stanley, J.P. Morgan, BofA Securities, Barclays, Wells Fargo Securities, and Robinhood Securities are all listed. The offering size and price haven’t been determined yet.
🤔 For Robinhood, this is a shift from “helping retail investors get allocations” to “participating in the IPO issuance process.” Do you think it will bring more hot IPOs directly to its platform in the future?
#Robinhood #Oura #IPO #Nasdaq
According to a report from The Wall Street Journal, the smart-ring maker Oura has filed for an IPO and plans to trade on Nasdaq under the ticker “OURA.” In the filing, Robinhood Securities is listed as an underwriter—which marks the first time Robinhood has officially participated in underwriting an IPO.
🔥 To be honest, this is still different from what it did with IPO Access in the past. Previously, Robinhood mainly obtained a limited number of shares from the investment banks and then distributed them to retail users on its platform. It didn’t directly take part in underwriting activities such as setting the issuer’s pricing.
After joining the underwriting syndicate, Robinhood theoretically could have more influence over the number of Oura shares allocated to its own platform users. But don’t rush to interpret this as “Robinhood users will reliably get new shares”—there’s currently no guaranteed allocation.
💡 The underwriting lineup for this Oura deal is also not small. Goldman Sachs is the lead underwriter, and Morgan Stanley, J.P. Morgan, BofA Securities, Barclays, Wells Fargo Securities, and Robinhood Securities are all listed. The offering size and price haven’t been determined yet.
🤔 For Robinhood, this is a shift from “helping retail investors get allocations” to “participating in the IPO issuance process.” Do you think it will bring more hot IPOs directly to its platform in the future?
#Robinhood #Oura #IPO #Nasdaq
Robinhood has moved into a new arena.
According to The Wall Street Journal, the retail-trading platform—famous for individual investors—has, for the first time, taken part in an IPO offering as a formal underwriter. Oura, the smart-ring maker, has submitted its listing application, with an expected valuation of more than $11 billion. Traditional giants such as Goldman Sachs, Morgan Stanley, and JPMorgan Chase are serving as the lead bookrunners, but Robinhood—an entrant to the deal—appears on the list of underwriters.
This isn’t just another name on the roster. Robinhood has expanded from a retail broker into an underwriting role, meaning it is now involved in the core process of securities pricing and allocation. In the past, retail investors waited for the market to tell them “what they can buy.” Now the platform behind them is participating in decisions about “what gets issued.”
For consumer-tech companies like Oura, bringing in a platform with a massive base of retail users may be a way to attract retail attention right from the early days of going public. A $11 billion valuation isn’t the very top end, but it’s enough to spark market discussion.
Lowering the bar for IPO underwriting is blurring the lines between traditional finance and retail brokerage.
#IPO #Robinhood
According to The Wall Street Journal, the retail-trading platform—famous for individual investors—has, for the first time, taken part in an IPO offering as a formal underwriter. Oura, the smart-ring maker, has submitted its listing application, with an expected valuation of more than $11 billion. Traditional giants such as Goldman Sachs, Morgan Stanley, and JPMorgan Chase are serving as the lead bookrunners, but Robinhood—an entrant to the deal—appears on the list of underwriters.
This isn’t just another name on the roster. Robinhood has expanded from a retail broker into an underwriting role, meaning it is now involved in the core process of securities pricing and allocation. In the past, retail investors waited for the market to tell them “what they can buy.” Now the platform behind them is participating in decisions about “what gets issued.”
For consumer-tech companies like Oura, bringing in a platform with a massive base of retail users may be a way to attract retail attention right from the early days of going public. A $11 billion valuation isn’t the very top end, but it’s enough to spark market discussion.
Lowering the bar for IPO underwriting is blurring the lines between traditional finance and retail brokerage.
#IPO #Robinhood
Anthropic's IPO has been pushed back, but the market has already started pricing it in.
Anthropic, the company behind Claude, has changed its listing timeline again. The latest wording is that the roadshow could be delayed until as late as mid-October, in an effort to complete the listing before the U.S. midterm elections. The company is also expanding its revolving credit facility to about $15 billion, effectively giving itself a "compute credit card" before going public.
More interesting is the pricing: the latest primary-market round valued it at roughly $96.5 billion, while secondary and perpetual markets are already quoting it near $200 billion. The prospectus has not even been made public yet, and the market has already started trading on "what it is worth." This is not investment advice; it only shows one thing: the pricing power of unlisted giants is shifting from investment-bank roadshow tables to 24-hour markets.
$BNB The pre-IPO and TradFi contracts on this side are essentially the same kind of demand: people want to trade the "story before it lists." The louder the story, the denser the leverage.
$BTC #AI #IPO
Anthropic, the company behind Claude, has changed its listing timeline again. The latest wording is that the roadshow could be delayed until as late as mid-October, in an effort to complete the listing before the U.S. midterm elections. The company is also expanding its revolving credit facility to about $15 billion, effectively giving itself a "compute credit card" before going public.
More interesting is the pricing: the latest primary-market round valued it at roughly $96.5 billion, while secondary and perpetual markets are already quoting it near $200 billion. The prospectus has not even been made public yet, and the market has already started trading on "what it is worth." This is not investment advice; it only shows one thing: the pricing power of unlisted giants is shifting from investment-bank roadshow tables to 24-hour markets.
$BNB The pre-IPO and TradFi contracts on this side are essentially the same kind of demand: people want to trade the "story before it lists." The louder the story, the denser the leverage.
$BTC #AI #IPO
Kraken’s parent company Payward announced that it has postponed its initial public offering (IPO) plans to the second quarter of 2027 at the earliest, due to challenging market conditions and strategic considerations. The company had previously submitted a confidential application to be listed in the U.S. last November, but current market dynamics have led to an extension of the process. This delay clearly highlights the cautious approach taken by major crypto platforms toward going public. #Kraken #IPO #Crypto
Payward, Kraken’s parent, delays its U.S. IPO to Q2 2027 at the earliest, signaling ongoing headwinds for crypto listings. After confidentially filing last November, IPO plans have been paused amid difficult market conditions. What this means for liquidity and investor sentiment in crypto remains to be seen. $BTC #CryptoNews #IPO #Kraken
Payward, the parent company of the encrypted-crypto exchange at the center of the story, has once again pushed its U.S. IPO to the second quarter of 2027. This isn’t the first time: it secretly filed paperwork in November, paused in March, and now it has directly moved the window to the year after next.
I get it. Public markets are running out of patience for crypto assets. Some of the companies that went public in the earlier batches didn’t fare well; forcing the issue now would only result in a discounted valuation.
Delaying doesn’t mean surrendering. Staying private—and not listing—actually spares you the blame of quarterly performance being tugged around by coin prices. Strengthen yourself first; once the water temperature is right, ring the bell. Nothing to be ashamed of.
#行情速递 #IPO #cryptocurrency
I get it. Public markets are running out of patience for crypto assets. Some of the companies that went public in the earlier batches didn’t fare well; forcing the issue now would only result in a discounted valuation.
Delaying doesn’t mean surrendering. Staying private—and not listing—actually spares you the blame of quarterly performance being tugged around by coin prices. Strengthen yourself first; once the water temperature is right, ring the bell. Nothing to be ashamed of.
#行情速递 #IPO #cryptocurrency
Kraken’s IPO has been pushed back again.
Its parent company, Payward, has most recently said that the IPO timeline will be delayed to no earlier than the second quarter of 2027. Last November, it quietly filed for an IPO with U.S. regulators. After that, amid challenging market conditions, it was put on hold for a time—now it’s been postponed again.
This is already the nth episode of the Kraken IPO rumor. From “it’ll go up this year” to “maybe next year” and now “see you in 2027,” the listing window for the industry’s leading exchange appears to be much narrower than anyone expected.
What’s interesting is that the broader environment doesn’t look too bad: Bitcoin rose 25% in August, and ETFs logged their best month of the year. But the primary market is clearly more cautious—or, more precisely, uncertainty around regulation and compliance has made the “exchange story” less easy to sell in the secondary market.
Even top players are waiting for a more stable window. For other crypto firms in the queue, they’ll probably need even more patience. #Kraken #IPO #cryptomarket
Its parent company, Payward, has most recently said that the IPO timeline will be delayed to no earlier than the second quarter of 2027. Last November, it quietly filed for an IPO with U.S. regulators. After that, amid challenging market conditions, it was put on hold for a time—now it’s been postponed again.
This is already the nth episode of the Kraken IPO rumor. From “it’ll go up this year” to “maybe next year” and now “see you in 2027,” the listing window for the industry’s leading exchange appears to be much narrower than anyone expected.
What’s interesting is that the broader environment doesn’t look too bad: Bitcoin rose 25% in August, and ETFs logged their best month of the year. But the primary market is clearly more cautious—or, more precisely, uncertainty around regulation and compliance has made the “exchange story” less easy to sell in the secondary market.
Even top players are waiting for a more stable window. For other crypto firms in the queue, they’ll probably need even more patience. #Kraken #IPO #cryptomarket
Kraken’s IPO plans are taking a long time to materialize.
The parent company, Payward, decided to postpone its initial public offering.
Now, the estimated date is the second quarter of 2027 at the earliest.
They had already paused the process last year due to market conditions.
It’s interesting to see how they adjust their timing in such a volatile environment.
Do you think this is the right decision for the exchange?
$BTC #Kraken #IPO
The parent company, Payward, decided to postpone its initial public offering.
Now, the estimated date is the second quarter of 2027 at the earliest.
They had already paused the process last year due to market conditions.
It’s interesting to see how they adjust their timing in such a volatile environment.
Do you think this is the right decision for the exchange?
$BTC #Kraken #IPO
A company that has not yet truly brought any data center online is sitting on backlog orders totaling as much as $439 billion—this could be the most outrageous IPO of the year.
SoftBank-backed SB Energy has officially filed to go public in the United States. The stock ticker is SBE, with a target listing sometime before the end of September. It plans to raise between $5 billion and $7 billion, valuing the company at around $50 billion. The company’s backlog is about $439 billion, including $430 billion from data center lease agreements and $10 billion from power projects.
The problem is that this $439 billion backlog is measured against revenue of just $138.7 million in the first half of the year, along with a net loss of as much as $3.21 billion. Of that loss, $2.57 billion comes from a non-cash expense caused by the remeasurement of stock warrants—not actual cash burned—yet the scale is still staggering. More importantly, the company explicitly admits in its filing, in black and white, that none of its data centers are currently officially operational, and that it is “substantially highly dependent on OpenAI.” This is listed by the company as a risk factor, not something speculated by outsiders.
The company’s business model is straightforward—build data centers and power plants, then lease them to customers such as OpenAI and SoftBank. Nvidia has already committed to invest $1.5 billion at the IPO price. OpenAI holds stock warrants worth about $5.5 billion. This aligns directly with the earlier deal in which Nvidia provided a financing guarantee of up to $105 billion for an Ohio data center for OpenAI—SB Energy is the developer responsible for building that data center.
In a sense, this IPO is testing how much the capital markets are willing to pay upfront for “future AI power cash flows.” The backlog is more than 3,100 times six months of revenue; the figure gives investors enormous room for imagination. But it also signals an equally massive execution gap—the theoretical visibility of the orders versus whether the company can actually build the infrastructure, lease it out, and collect rent. There’s still a long road ahead.
After SoftBank goes public, it will still be the controlling shareholder. Under Nasdaq rules, it will be classified as a controlled company. That means the company’s governance structure will leave relatively limited voice for external shareholders.
A company that hasn’t built any data centers yet is charging up a $50 billion valuation based on $439 billion in paper orders—do you see this as the boldest capital-market bet yet in the AI infrastructure boom, or is it another warning sign of the huge gap between “orders” and “cash flows”?
$SBE $NVDA $OPENAI #AI供應鏈 #電力基建 #IPO
SoftBank-backed SB Energy has officially filed to go public in the United States. The stock ticker is SBE, with a target listing sometime before the end of September. It plans to raise between $5 billion and $7 billion, valuing the company at around $50 billion. The company’s backlog is about $439 billion, including $430 billion from data center lease agreements and $10 billion from power projects.
The problem is that this $439 billion backlog is measured against revenue of just $138.7 million in the first half of the year, along with a net loss of as much as $3.21 billion. Of that loss, $2.57 billion comes from a non-cash expense caused by the remeasurement of stock warrants—not actual cash burned—yet the scale is still staggering. More importantly, the company explicitly admits in its filing, in black and white, that none of its data centers are currently officially operational, and that it is “substantially highly dependent on OpenAI.” This is listed by the company as a risk factor, not something speculated by outsiders.
The company’s business model is straightforward—build data centers and power plants, then lease them to customers such as OpenAI and SoftBank. Nvidia has already committed to invest $1.5 billion at the IPO price. OpenAI holds stock warrants worth about $5.5 billion. This aligns directly with the earlier deal in which Nvidia provided a financing guarantee of up to $105 billion for an Ohio data center for OpenAI—SB Energy is the developer responsible for building that data center.
In a sense, this IPO is testing how much the capital markets are willing to pay upfront for “future AI power cash flows.” The backlog is more than 3,100 times six months of revenue; the figure gives investors enormous room for imagination. But it also signals an equally massive execution gap—the theoretical visibility of the orders versus whether the company can actually build the infrastructure, lease it out, and collect rent. There’s still a long road ahead.
After SoftBank goes public, it will still be the controlling shareholder. Under Nasdaq rules, it will be classified as a controlled company. That means the company’s governance structure will leave relatively limited voice for external shareholders.
A company that hasn’t built any data centers yet is charging up a $50 billion valuation based on $439 billion in paper orders—do you see this as the boldest capital-market bet yet in the AI infrastructure boom, or is it another warning sign of the huge gap between “orders” and “cash flows”?
$SBE $NVDA $OPENAI #AI供應鏈 #電力基建 #IPO
Verified
Shein's reported Hong Kong IPO pricing is another major market signal.
An IPO around HK$48.56 puts attention back on Hong Kong's ability to attract large global listings.
The bigger question isn't only the launch price—it is whether investor demand can support strong post-listing performance.
#Shein #HongKong #IPO
$XRP
$SEI
$TRUMP
#SheinReportedlySetsHKIPOPriceAboutHK$48.56
An IPO around HK$48.56 puts attention back on Hong Kong's ability to attract large global listings.
The bigger question isn't only the launch price—it is whether investor demand can support strong post-listing performance.
#Shein #HongKong #IPO
$XRP
$SEI
$TRUMP
#SheinReportedlySetsHKIPOPriceAboutHK$48.56
🚨 ANTHROPIC IPO: THE $2 TRILLION AI BET?
Anthropic, the company behind Claude, could be heading toward one of the biggest IPOs ever.
📊 Reported investor expectations:
• 💰 Potential valuation: $2T+
• 📅 Possible listing: October 2026
• 🚀 Revenue run-rate: reportedly around $65B
• 🎯 2028 revenue target: $190–200B
• ⚡ New compute deal: $45B over 6 years
The bigger story? Anthropic reportedly sees a $30T+ potential market opportunity for AI.
But here’s the question 👇
Is Anthropic actually worth $2T — or is the AI market getting ahead of itself?
If this IPO launches, it could become a major test for the entire AI sector… and potentially influence the AI + crypto narrative too. 👀
🔥 Bullish on AI?
🐻 Or is this peak AI hype?
#Anthropic #Claude2 #IPO #AI
Anthropic, the company behind Claude, could be heading toward one of the biggest IPOs ever.
📊 Reported investor expectations:
• 💰 Potential valuation: $2T+
• 📅 Possible listing: October 2026
• 🚀 Revenue run-rate: reportedly around $65B
• 🎯 2028 revenue target: $190–200B
• ⚡ New compute deal: $45B over 6 years
The bigger story? Anthropic reportedly sees a $30T+ potential market opportunity for AI.
But here’s the question 👇
Is Anthropic actually worth $2T — or is the AI market getting ahead of itself?
If this IPO launches, it could become a major test for the entire AI sector… and potentially influence the AI + crypto narrative too. 👀
🔥 Bullish on AI?
🐻 Or is this peak AI hype?
#Anthropic #Claude2 #IPO #AI
Anthropic is set to reveal a potential market size of over $300 billion, targeting a $200 billion IPO valuation
According to The Wall Street Journal, AI company Anthropic is preparing its IPO filing. The company plans to show investors a potential market size (TAM) of more than $300 billion, surpassing SpaceX’s previous market estimate of $285 billion.
TAM represents the total revenue opportunity in all markets that, in theory, a business can reach. When calculating this figure, Anthropic includes every work scenario that its AI models could take on, using this to explain the long-term growth imagination for the AI industry to the capital markets.
Previously, in its IPO materials, SpaceX described its own TAM as “the largest addressable market in human history,” with $265 billion coming from AI-related business opportunities.
On performance, Anthropic’s second-quarter revenue surpassed $11.6 billion, up from $787 million in the same period last year—about a 14-fold year-over-year increase—showing a notably rapid pace of business expansion.
According to its market plan, Anthropic’s IPO this time aims to raise up to $100 billion, targeting a valuation of about $200 billion, which would exceed SpaceX’s valuation at the time of listing by $17.7 billion.
The company has now entered the final sprint toward its IPO. It is expected that within the coming weeks it will disclose financial documents such as the prospectus, with the earliest possible listing as early as the beginning of September or October.
Over the next few weeks, as the filing documents are made public, investors will have a clearer view of how the company plans to turn this theoretical market size into a verifiable path to commercial growth—something that will ultimately determine whether it can truly support its $200 billion target valuation.
#Anthropic #IPO
According to The Wall Street Journal, AI company Anthropic is preparing its IPO filing. The company plans to show investors a potential market size (TAM) of more than $300 billion, surpassing SpaceX’s previous market estimate of $285 billion.
TAM represents the total revenue opportunity in all markets that, in theory, a business can reach. When calculating this figure, Anthropic includes every work scenario that its AI models could take on, using this to explain the long-term growth imagination for the AI industry to the capital markets.
Previously, in its IPO materials, SpaceX described its own TAM as “the largest addressable market in human history,” with $265 billion coming from AI-related business opportunities.
On performance, Anthropic’s second-quarter revenue surpassed $11.6 billion, up from $787 million in the same period last year—about a 14-fold year-over-year increase—showing a notably rapid pace of business expansion.
According to its market plan, Anthropic’s IPO this time aims to raise up to $100 billion, targeting a valuation of about $200 billion, which would exceed SpaceX’s valuation at the time of listing by $17.7 billion.
The company has now entered the final sprint toward its IPO. It is expected that within the coming weeks it will disclose financial documents such as the prospectus, with the earliest possible listing as early as the beginning of September or October.
Over the next few weeks, as the filing documents are made public, investors will have a clearer view of how the company plans to turn this theoretical market size into a verifiable path to commercial growth—something that will ultimately determine whether it can truly support its $200 billion target valuation.
#Anthropic #IPO
#anthropicipocouldtopspacexrecordreportssay
🔥 AI companies have officially entered the “numbers don’t look real anymore” phase. 🤯
Anthropic is reportedly eyeing an IPO that could value the company at over $2 trillion.
Enough to challenge the SpaceX record.
Sounds insane?
Look at the growth.
📈 Q2 revenue reportedly topped $11.5B, up from $4.73B in Q1.
🚀 Annualized revenue reportedly reached $65B by July.
💰 Its latest private round valued Anthropic at around $965B.
But then comes the awkward part. 👀
💥 Anthropic reportedly lost nearly $42B in 2025.
That’s the real AI paradox.
Revenue is exploding.
Valuation is exploding.
But so are the costs of compute, infrastructure, and the race to build more powerful models.
So why would investors still chase a $2T IPO?
Because they may not be buying today's profits.
They're buying the possibility that Claude becomes critical infrastructure for the AI economy tomorrow.
And here's the reality check:
The $2T valuation and IPO timeline are still reported expectations — not officially confirmed terms.
Plus, SpaceX already showed that even a record-breaking IPO doesn't guarantee instant gains for public investors.
Then comes another twist:
If Anthropic reaches public markets before OpenAI, the AI war could move from model benchmarks…
to quarterly earnings. 👀
Square Insight: The biggest question isn't whether AI can grow fast. It's whether growth can eventually outrun the cost of intelligence.
Would you buy Anthropic at a $2 trillion valuation?
#Aİ #IPO #Anthropic
$NVDA
$MSFT
$AMZN
🔥 AI companies have officially entered the “numbers don’t look real anymore” phase. 🤯
Anthropic is reportedly eyeing an IPO that could value the company at over $2 trillion.
Enough to challenge the SpaceX record.
Sounds insane?
Look at the growth.
📈 Q2 revenue reportedly topped $11.5B, up from $4.73B in Q1.
🚀 Annualized revenue reportedly reached $65B by July.
💰 Its latest private round valued Anthropic at around $965B.
But then comes the awkward part. 👀
💥 Anthropic reportedly lost nearly $42B in 2025.
That’s the real AI paradox.
Revenue is exploding.
Valuation is exploding.
But so are the costs of compute, infrastructure, and the race to build more powerful models.
So why would investors still chase a $2T IPO?
Because they may not be buying today's profits.
They're buying the possibility that Claude becomes critical infrastructure for the AI economy tomorrow.
And here's the reality check:
The $2T valuation and IPO timeline are still reported expectations — not officially confirmed terms.
Plus, SpaceX already showed that even a record-breaking IPO doesn't guarantee instant gains for public investors.
Then comes another twist:
If Anthropic reaches public markets before OpenAI, the AI war could move from model benchmarks…
to quarterly earnings. 👀
Square Insight: The biggest question isn't whether AI can grow fast. It's whether growth can eventually outrun the cost of intelligence.
Would you buy Anthropic at a $2 trillion valuation?
#Aİ #IPO #Anthropic
$NVDA
$MSFT
$AMZN
#anthropicipocouldtopspacexrecordreportssay
🚨 ANTHROPIC IPO COULD BREAK RECORDS! 🤖📈
Reports suggest Anthropic could target an IPO valuation large enough to challenge or surpass SpaceX’s record-setting offering. But retail traders may have limited access before the actual listing.
🎯 TRADING VIEW: BUY 📈
Don’t FOMO into private-market hype. Keep capital ready and look for the actual public-market launch and a confirmed entry setup.
❓ Would you buy Anthropic after it goes public? "CLICK ON THE BELOW YELLOW COIN TAG TO GO TO DESIRED TRADING PAGE TO GET BENEFIT TRADE"$ANTHROPIC $BTC
#Anthropic #IPO
🚨 ANTHROPIC IPO COULD BREAK RECORDS! 🤖📈
Reports suggest Anthropic could target an IPO valuation large enough to challenge or surpass SpaceX’s record-setting offering. But retail traders may have limited access before the actual listing.
🎯 TRADING VIEW: BUY 📈
Don’t FOMO into private-market hype. Keep capital ready and look for the actual public-market launch and a confirmed entry setup.
❓ Would you buy Anthropic after it goes public? "CLICK ON THE BELOW YELLOW COIN TAG TO GO TO DESIRED TRADING PAGE TO GET BENEFIT TRADE"$ANTHROPIC $BTC
#Anthropic #IPO
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