Anthropic to Go Public Soon: A Critical Moment for AI Stocks
Anthropic is preparing for an initial public offering (IPO) expected by November. The company, known for its Claude AI models, reported a revenue surge of over 1,000% in 2025 to $4.6 billion and reached $11.5 billion in second-quarter 2026 revenue—up from just under $800 million the same period the previous year. Despite reporting an overall net loss due largely to a valuation-related accounting charge, Anthropic achieved an adjusted operating profit of $559 million during Q2 2026. Anthropic has surpassed OpenAI in both revenue and valuation as of mid-2026 and is growing at a much faster pace than SpaceX. The company aims for a $2 trillion IPO valuation, which would be more attractive compared to SpaceX's public offering metrics. Analysts view Anthropic’s IPO as potentially pivotal for the AI sector due to its profitability and growth trajectory. The success of Anthropic’s IPO could signal strong investor confidence in AI infrastructure stocks like NVIDIA. However, if companies fail to maintain profitability, it may impact demand from chip manufacturers such as NVIDIA.
Topics: AI Anthropic IPO OpenAI revenue growth