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Anthropic Seeks to Raise Up to $90.4 Billion Through IPO and Private Placements, Could Surpass SpaceX Record

November 10 | Anthropic PBC is seeking a fully diluted valuation of about $1.4 trillion in its initial public offering (IPO), aiming to become the first publicly listed frontier AI lab. The developer of the Claude chatbot and some of its shareholders are seeking to raise up to $90.4 billion through the IPO and private placements.

According to a filing submitted to the U.S. Securities and Exchange Commission on Tuesday, the base offering is expected to raise up to $64.4 billion, with an indicative price range of $70 to $78 per share.

Anthropic will issue 801.4 million shares, while its investors will sell 23.6 million shares. The filing shows that the offering also includes private placements totaling $26 billion, with AMD, Broadcom, Google parent Alphabet, Micron Technology, Microsoft, Nvidia, and TSMC among the recipients.

Anthropic's ambitious fundraising target, including the private placements, would reach about $100 billion if the so-called overallotment option is also exercised. That would exceed SpaceX's $75 billion base offering and the $86.2 billion it raised after exercising its overallotment option.
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SpaceX: Targeting November 13 for a Falcon 9 launch carrying the USSF-317 payload from Space Launch Complex 4E at Vandenberg Space Force Base.

SpaceX: Targeting November 17 for a Falcon 9 launch on the USSF-266 mission from Space Launch Complex 4E at Vandenberg Space Force Base.

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🚨 U.S. October CPI arrives Tuesday at 21:30 Beijing time: with year-over-year data unavailable, watch these 3 things

The U.S. Bureau of Labor Statistics will release its October CPI report at 21:30 Beijing time on Tuesday. Because the 2025 U.S. federal government shutdown left the baseline data unavailable, this report will not include year-over-year figures. The market's attention will be focused entirely on month-over-month changes and specific components.

📊 Key data expectations
* Headline CPI, month over month: expected 0.3% (previous: 0.6%)
* Core CPI, month over month: expected 0.2% (previous: 0.3%, potentially the smallest increase in three months)

🔍 What to watch tonight
* Is inflation genuinely cooling, or is it still passing through to downstream prices?
Although international oil prices have recently fallen below $100, they are still up nearly 60% year to date. Earnings-season data show that S&P 500 companies mentioned “inflation” 820 times on October earnings calls—the highest number since February 2024. Industrial and consumer-goods giants are widely facing higher logistics and raw-material costs. Tonight, pay close attention to housing, transportation services, used cars, and consumer electronics to see whether high energy costs are spreading to core prices.

* The final piece of the puzzle ahead of the Fed's December rate meeting
This is the last CPI report before the December FOMC meeting. Last Friday, October nonfarm payrolls rose by 165,000, far exceeding expectations. Combined with calls for rate hikes from hawkish officials such as Cleveland Fed President Hammack, the market has already priced in a strong chance of a December rate hike.

* Friday's PPI will provide another check
October PPI is also due this Friday. The market expects the year-over-year rate to accelerate to 6.6%, a nearly four-year high, further testing price pressures at the producer level.

💡 Market scenarios
* If core CPI comes in below expectations: The market may scale back bets on the size and frequency of rate hikes, potentially easing pressure on risk-asset sentiment.

* If inflation once again exceeds expectations: Economic resilience combined with stubborn inflation would reinforce expectations that rates will “stay higher for longer,” or even tighten further. Watch for sharp market volatility around 21:30 tonight.

Do you think core CPI can come down to 0.2% tonight? Share your view in the comments 👇
#美国10月CPI数据即将公布
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Google launches two new TPU chips, stepping up competition with Nvidia

Google will launch two new Tensor Processing Unit (TPU) chips, the TPU 8tx and 8i Max, to meet the needs of different AI applications.

The TPU 8tx is designed for confidential computing needs at government agencies and in regulated industries, and works in conjunction with AMD chips. The TPU 8i Max is primarily aimed at AI applications that require long context windows; it boosts computing power and memory capacity by packaging two TPU chips together.

Google chip chief Amin Vahdat said the two new products are expected to launch next year. Industry research estimates that sales of Google TPU-related chips, software, and hardware will exceed $135 billion by 2028, up from an estimated $12 billion this year.
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Nvidia (NVDA) shares fell to a nearly seven-month low on Monday. Following revelations by The New York Times and the company board’s launch of an investigation, market concerns about the geopolitical and corporate governance risks facing the AI chip giant surged.
Here is a summary of the key developments:
📌 1. The Trigger and the Board Investigation
* Cause: The New York Times reported that Nvidia CEO Jensen Huang has a close relationship with a Chinese businesswoman.
* Action: Nvidia’s board has formally launched an investigation to determine whether Huang has become a target of a foreign intelligence agency (for espionage).
* Statements: Trump called Huang an “honest man” on Sunday. On Monday, he said the FBI was investigating the matter and added, “I think he’ll be fine.”
📌 2. Congressional Pressure and National Security Concerns
* Delaware Democratic Senator Chris Coons has publicly called for an investigation into Huang and Nvidia, demanding answers on whether U.S. national security has been compromised and “who exactly is at the policy steering wheel.”
📌 3. The Closely Scrutinized “Business and Politics Timeline”
As one of Trump’s closest allies in Silicon Valley, Huang has made frequent appearances in Washington in recent years, during which Nvidia has benefited from several key policy decisions:
* April 2025: After attending a dinner at Mar-a-Lago, the Trump administration dropped plans to restrict exports to China of some Nvidia AI chips.
* December 2025: The U.S. allowed Nvidia to export H200 chips to China (with a 25% fee); around the same time, Reuters reporters witnessed Huang call Trump directly on his cellphone.
* May 2026: Traveled to China with Trump aboard Air Force One, in the first such visit in nearly a decade.
* September 2026: Attended a White House state dinner; Nvidia reportedly pledged a $25 million donation to Trump’s White House ballroom project.
* October 2026: Trump presented Huang with the highest honor for scientific achievement in the United States; on the same day, it was disclosed that Huang had bought up to $1.6 million and sold up to $1 million worth of Nvidia stock during the summer (the White House said it was independently managed by a third party).

As a key bellwether for the AI sector in U.S. stocks, Nvidia has shifted in the short term from being valued purely on fundamentals to a dual-track valuation based on “fundamentals + geopolitical and compliance risks.” Going forward, investors should closely monitor the progress of the FBI and board investigations and be alert to the spillover effects of sentiment-driven volatility on tech stocks and crypto-related AI sectors.

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🚀 Funding expectations for AI giants shrink across the board! OpenAI valuation falls to $1.25 trillion, while Anthropic’s IPO valuation faces a reality check
Amid a sell-off in U.S. tech stocks and concerns about data center policies following the U.S. midterm elections, market enthusiasm for AI has cooled noticeably. The latest funding and IPO developments for two leading AI giants have seen significant adjustments:

📌 OpenAI receives first $11 billion installment as funding round shrinks sharply

• Latest valuation and funds received: The first installment of about $11 billion from OpenAI’s latest funding round was deposited into the company’s account on Friday, putting its current valuation at $1.25 trillion.

• Expected final size: The remaining funds are expected to arrive in the coming weeks, bringing total funding to as much as $20 billion. That is a notable reduction from the initial plan to raise $30 billion at a $1.4 trillion valuation.

• High-profile investors: Participants include Coatue, T. Rowe Price, SoftBank Group, Sequoia Capital, Founders Fund, a16z, and a consortium of investors from the UAE.

📉 Rival Anthropic’s valuation also gets a reality check
• IPO valuation expectations for Anthropic, the developer of Claude and a formidable OpenAI rival, have been revised sharply downward.
• Some buyers’ target valuations have fallen from $2 trillion a month ago and $1.5 trillion more recently to between $1.2 trillion and $1.3 trillion.

Although the world’s leading AI companies remain highly capable of attracting capital, financial markets have shifted from frenzied exuberance toward a more rational phase of valuation reassessment.
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