What Anthropics IPO Filing Could Reveal and Why OpenAI Is Racing It

摘要:OpenAI reportedly wants $30 billion at a $1.4 trillion-plus valuation before Anthropics IPO filings invite comparison.

OpenAI is reportedly racing to raise about $30 billion before Anthropics expected mid-November listing. Two people familiar with the matter told Reuters the round could value the ChatGPT maker at more than $1.4 trillion.

SoftBank, Abu Dhabi-based MGX and other existing backers are in talks to join, one of the people said.

Sponsored

Sponsored

Two Price Tags Drift Within Reach of Each Other

OpenAI was last valued at $852 billion in March, after a record $122 billion round. In September, it reportedly held early talks with investors near $1.2 trillion.

The new target would sit about 64% above that March valuation. OpenAI is pitching faster growth since launching GPT-6 Astra, citing $50 billion in annualized revenue.

Anthropics price tag, meanwhile, has moved lower. Some investors reportedly discussed a valuation of about $1.5 trillion, down from the $2 trillion it had sought, after third-quarter results disappointed.

On those reported figures, the two labs now sit roughly $100 billion apart.

Follow us on X to get the latest news as it happens

Sponsored

Sponsored

Why OpenAI Wants Its Number Before Anthropics Filing

OpenAI wants to finish before Anthropics disclosures let investors compare the two businesses side by side, one source said.

Revenue accounting sits at the center of that comparison. OpenAI deducts partner shares before booking revenue. It has accused Anthropic of counting the full value of contracts sold through cloud providers. Anthropic has said it follows established accounting practices.

The two labs are also increasingly pitching a similar pool of investors. OpenAI met long-only and sovereign wealth funds last week while Anthropic hosted its own investor day.

Still, Reuters reported that demand for both companies shares remains high.

Other companies have stepped back while both labs court those funds. Firmus, SB Energy and AirTrunk REIT have all paused or pulled their listings this year. With that pipeline thinning, Anthropic may end up as the AI trades last major listing of 2026.

Anthropic faces its own scrutiny, too. A weak debut could deepen losses in chip stocks, which have shed $2 trillion in just 8 sessions.

Anthropic‘s filing will give investors their first detailed public look at a frontier AI lab’s finances. Whether OpenAI closes before that filing lands could shape how investors compare the two labs heading into 2027.

免責聲明

本文觀點僅代表作者個人觀點,不構成本平台的投資建議,本平台不對文章信息準確性、完整性和及時性作出任何保證,亦不對因使用或信賴文章信息引發的任何損失承擔責任
上一篇

德國Crypto GmbH並非免稅!加密貨幣獲利稅負可達33.3%

下一篇

WikiBit美股上鍊專題3:爲什麼是現在?從比特幣被排斥,到華爾街主動擁抱區塊鏈