#anthropic拒绝延期ipo，本周路演估值几何？ 🚨 Anthropic refuses to delay its IPO! Its valuation has fallen from $2 trillion to $1.4 trillion, putting the AI bubble to a crucial test!
AI giant Anthropic is pressing ahead with its IPO roadshow despite pressure from the tech stock sell-off. It plans to list on Nasdaq on November 19 under the ticker ANT!
The latest offering price range is $70–$78 per share, with up to approximately $64.4 billion to be raised and a fully diluted valuation of up to approximately $1.4 trillion.
But what’s really worth noting is that the $2 trillion valuation previously discussed by the market has now shrunk considerably!
Some institutional investors believe that although AI companies are growing revenue rapidly, there is still enormous uncertainty around the computing power investments and capital expenditures behind that growth, as well as their ability to sustain profitability.
Anthropic, however, has chosen to push ahead with its listing against the tide. This reflects a crucial test facing the AI industry: just how much of a premium is the market willing to pay for future growth?
Even more cause for concern: Anthropic’s future commitments to procure computing power are close to $900 billion. Revenue growth is certainly impressive, but such enormous costs also mean the company must continue to deliver on growth expectations.
My take: Anthropic’s IPO isn’t just a fundraising event—it’s a stress test for valuations across the entire AI sector!
If the stock performs strongly after listing, it could revive sentiment toward AI tech stocks. But if it faces a sell-off, high-valuation AI assets could come under further pressure.
As for the crypto market, AI-themed coins could also be affected by sentiment spillover. However, a short-term rally driven by a hot narrative doesn’t mean that capital is truly flowing back in. I’d rather wait for confirmation of capital inflows than chase a news-driven spike.
AI giant Anthropic is pressing ahead with its IPO roadshow despite pressure from the tech stock sell-off. It plans to list on Nasdaq on November 19 under the ticker ANT!
The latest offering price range is $70–$78 per share, with up to approximately $64.4 billion to be raised and a fully diluted valuation of up to approximately $1.4 trillion.
But what’s really worth noting is that the $2 trillion valuation previously discussed by the market has now shrunk considerably!
Some institutional investors believe that although AI companies are growing revenue rapidly, there is still enormous uncertainty around the computing power investments and capital expenditures behind that growth, as well as their ability to sustain profitability.
Anthropic, however, has chosen to push ahead with its listing against the tide. This reflects a crucial test facing the AI industry: just how much of a premium is the market willing to pay for future growth?
Even more cause for concern: Anthropic’s future commitments to procure computing power are close to $900 billion. Revenue growth is certainly impressive, but such enormous costs also mean the company must continue to deliver on growth expectations.
My take: Anthropic’s IPO isn’t just a fundraising event—it’s a stress test for valuations across the entire AI sector!
If the stock performs strongly after listing, it could revive sentiment toward AI tech stocks. But if it faces a sell-off, high-valuation AI assets could come under further pressure.
As for the crypto market, AI-themed coins could also be affected by sentiment spillover. However, a short-term rally driven by a hot narrative doesn’t mean that capital is truly flowing back in. I’d rather wait for confirmation of capital inflows than chase a news-driven spike.
