消息称Anthropic拟于11月赴纳斯达克上市，股票代码拟定为ANT
IT之家援引《华尔街日报》称，Anthropic正推进首次公开募股，目标于2026年11月19日或20日在纳斯达克交易，股票代码拟定为ANT。公司预计于本周初披露IPO估值区间、拟发行股份数量及发行价格。AI相关股票大幅回调后，部分重要机构投资者开始施压，要求接受更低估值。报道提到1.5万亿美元、1.1万亿至1.3万亿美元及接近1万亿美元等不同估值预期；最终估值、发行价和募资规模均尚未确定。
这场上市被视为对AI产业估值逻辑的一次关键检验。报道提到，Anthropic的Claude系列模型、快速增长的收入和庞大的算力投入，使其被视为AI基础设施浪潮中的核心受益者；与此同时，投资者对AI公司的巨额资本开支、盈利能力及算力供应瓶颈日益关注，令高估值面临压力。
Launching a major tech IPO would seem risky right now, shortly after one of Nasdaq’s biggest sell-offs and amid revelations that a CEO central to the AI boom had an affair with a suspected Chinese spy. But that isn’t deterring Anthropic, which is moving ahead with its listing plans, according to The Wall Street Journal.
Anthropic plans to set a valuation range this week and begin trading on Thursday or Friday of next week, the Journal reported.
Investors will look to Anthropic’s valuation to gauge the strength of the AI boom. Some institutional investors are now pushing for a valuation below the $1.5 trillion target discussed as recently as last week, a figure that was itself considerably below the $2 trillion floated a few months ago, the report said.
OpenAI, Anthropic’s main rival, was reportedly valued at $1.25 trillion last week after the ChatGPT maker raised $11 billion in fresh capital, short of the $20 billion it had initially sought.