Anthropic Files For IPO

[erek]

“The filing did not include a potential share price, the number of shares to be offered or a valuation for the whole company, all of which will be determined after Anthropic holds a "road show" with investors, prospective investors and its bankers. [...] The company plans to spend at least $110 billion with Amazon for cloud services through April 2036 and another $120 billion with SpaceX through 2029. Anthropic also said it planned to spend $115 billion with Google and $45 billion with Microsoft, both through 2033, for computing infrastructure.

The filing said that the company recorded revenue growth of "1,368% year over year for the three months ended June 30, 2026." The cost of renting servers and chips grew by 300% over the same period. Anthropic's net loss for the first six months of 2026 was $80.7 billion. For the entirety of 2025, the company reported a $42 billion net loss.

Anthropic added that it expects its current cash and sales to be sufficient for the next 12 months but warned that future revenue growth depends on a number of important factors, including the cost of infrastructure. As a result, it said, "we may be required to seek additional financing sooner than we currently anticipate." The company said it has raised about $141 billion of capital through the end of June and is sitting on $112.4 billion of cash.“
Source: https://slashdot.org/story/26/10/26/156218/anthropic-files-for-ipo

 

[LukeTbk]

To note over 72 billions of the 80 billions lost in 2026 having nothing to do with operation or cash.... it is GAAP rules turning those complex previous funding rounds instrument as lost, a clean up of the ownership paper trail that the ipo would whipeout.

For the 3 month ending june 30, 2026, anthropic revenues were 11.5 billions while the compute and infracstructure cost between 5.5-6 billions, for a total compute cost (inference +training of future models) getting close to get under 50% of the revenues, should already be under 45% in Q3.

 

[philb2]

FOMO will drive up the stock price.

 

[polonyc2]

should do better than the SpaceX ipo in the short term

 

[mullet]

setting money on fire.