The AI industry may be about to see one of the craziest IPOs in history
On November 10, Anthropic kicked off its IPO roadshow, planning to offer 825 million shares at $70–$78 per share and raise up to $64.4 billion.
Based on its fully diluted share count, the company could be valued at as much as $1.4 trillion.
Even more astonishingly, Anthropic’s annualized revenue had already reached approximately $81 billion by the end of October, while its future commitments to purchase computing capacity are close to $900 billion.
The company is growing its revenue at an astonishing pace, while also taking on the enormous costs of computing resources.
In the past, capital markets were willing to assign high valuations to AI companies in recognition of their growth. Now, Anthropic is preparing to put itself directly to the test of the public markets.
If the $1.4 trillion valuation still attracts substantial investor demand, it would show that investors continue to have high expectations for the AI industry’s long-term growth.
But if the IPO price is repeatedly revised downward, it could further affect valuations across the entire AI supply chain.
$NVDAB $SNDKB $SPCXB
On November 10, Anthropic kicked off its IPO roadshow, planning to offer 825 million shares at $70–$78 per share and raise up to $64.4 billion.
Based on its fully diluted share count, the company could be valued at as much as $1.4 trillion.
Even more astonishingly, Anthropic’s annualized revenue had already reached approximately $81 billion by the end of October, while its future commitments to purchase computing capacity are close to $900 billion.
The company is growing its revenue at an astonishing pace, while also taking on the enormous costs of computing resources.
In the past, capital markets were willing to assign high valuations to AI companies in recognition of their growth. Now, Anthropic is preparing to put itself directly to the test of the public markets.
If the $1.4 trillion valuation still attracts substantial investor demand, it would show that investors continue to have high expectations for the AI industry’s long-term growth.
But if the IPO price is repeatedly revised downward, it could further affect valuations across the entire AI supply chain.
$NVDAB $SNDKB $SPCXB