Anthropic just became the latest artificial intelligence (AI) giant to announce an upcoming initial public offering. The AI laboratory joins Brain systemswhich launched last month, and SpaceX, which is aiming for its market debut on June 12. Anthropic has not yet decided on a possible date or other details; instead, it began the process through a confidential filing with the Securities and Exchange Commission on June 1.
In recent years, Anthropic has attracted the attention of investors as it competes with OpenAI: these players are the developers of the popular AI assistants Claude and ChatGPT, respectively. Both AI labs have expressed interest in launching IPOs of late after raising billions of dollars in funding.
Will AI create the world’s first billionaire? Our team just published a report on a little-known company called “Indispensable Monopoly” that provides critical technology that both Nvidia and Intel need. Continue “
And speaking of financing, Anthropic’s valuation just hit $965 billion ahead of its market debut. Clearly, this is good news for the company, but it’s not the only winner. These two great AI stocks could be the real winners.
Anthropic’s Clues to Growth
First, a quick note on Anthropic. As mentioned, it is the company behind Claude, the Claude Code coding assistant, and other products. We have limited information on Anthropic’s earnings as it is not yet publicly traded, so it does not have to issue reports. But in recent times the company has offered us some clues about its growth.
Last month, Anthropic said it has seen continued growth in Claude’s global enterprise adoption since its Series G funding round in February, and its annual revenue rate has just reached $47 billion. In February, the run rate was $14 billion and the company, at the time, said that three years earlier it had not yet made $1 in revenue. Meanwhile, due to this customer growth, Anthropic must invest in computing to support Claude and his development – its capacity has increased significantly in recent weeks.
All of this shows tremendous growth in a relatively short period of time, and it’s no surprise that professional investors have been quick to join the story in the private market. Now, let’s consider the two technology companies that may be benefiting significantly from Anthropic’s rising valuation, and they are Amazon (NASDAQ:AMZN) and Alphabet (NASDAQ:GOOG) (NASDAQ:GOOGL).
For some reasons. First, both companies are investors in Anthropic, so they benefit as the company’s value increases. Amazon said in April that it was investing $5 billion in Anthropic immediately, after already investing $8 billion in the past. And the e-commerce and cloud computing services giant said it would invest up to $20 billion in the future, depending on the achievement of business milestones.