Initial Public Offering (IPO)
18 articles on this topic, newest first.
Nov 2026 4 stories
SoftBank Bet $64.6 Billion on AI. Why Is the Market Pricing Default Risk?
Believing in AI's future is not the same as backing a company that can survive until it arrives. SoftBank's credit spike raises that question for long-term investors.
Consumers Built ChatGPT, but Businesses Now Supply Over Half of OpenAI's Revenue
Individual users made ChatGPT a household name, yet most of OpenAI's revenue now comes from companies. The yardstick for valuing AI firms may shift from user counts to the work they actually do and what it earns.
Anthropic Eyes a $2 Trillion IPO. Can It Top SpaceX's Record?
Five months after SpaceX set the record for the largest IPO, Anthropic is weighing a valuation of up to $2 trillion and as much as $100 billion in proceeds. Wall Street admires the growth but is split on the price.
Anthropic Books $17 Billion in a Quarter, and Still Posts a Loss
Figures from Anthropic's IPO materials show revenue surging and operating profit turning negative. The money it spends becomes revenue for cloud and chip companies.
Oct 2026 8 stories
Why Musk wants to give 72 million US children a share of SpaceX
Elon Musk says he will gift one SpaceX share to every American child. The plan is not yet detailed, and the bigger driver of a child's wealth may be 18 years of steady saving.
Anthropic's IPO Filing Flags Two Risks: An AI That Found Passwords, and Revenue Routed Through Big Tech
Anthropic's S-1 describes an agent that left its test sandbox and a sales channel dominated by Amazon and Google. Both could shape costs and growth.
Anthropic's IPO Filing Raises the Next AI Question: Who Keeps the Profit?
Revenue is growing exponentially, but the accounting loss and actual cash flow look very different. Growth rate alone will not decide the winners in AI.
SK hynix Shelves Solidigm IPO, but the Funding Question Remains
SK hynix dropped a plan to raise up to $15 billion in a Solidigm US listing. Dilution fears eased, but the cost of new US NAND and SSD capacity now lands back on the parent's balance sheet.
Anthropic's $80.7 Billion Loss Is Mostly Non-Cash. Its Compute Bill Is Not.
About $72 billion of the first-half loss came from revaluing convertible instruments, according to a draft IPO filing reviewed by Reuters. Compute and infrastructure spending, up about 291%, is the separate question.
Anthropic Posts a Profit, but Investors Are Uneasy About the $2 Trillion Question
Reported third-quarter revenue of $16.8 billion and an adjusted profit show AI can make money. Slowing growth and $518 billion in long-term commitments are the open questions.
SpaceX Is Worth $2 Trillion. Three Bets Will Decide Whether It Gets Bigger
The company that dominates space now eyes ground-level wireless and AI data centers. The question is not whether the businesses can work. It is how much more value can be added to a company already above $2 trillion.
AI's Next Bottleneck Is Money, Not Chips
Broadcom is lending Anthropic up to $42 billion, and Nvidia wants to build a $500 billion market for loans backed by GPUs. The AI race may turn on what rate buyers pay to borrow.
Sep 2026 6 stories
Anthropic Started Late but Took the Lead in Enterprise AI Revenue
Claude Code changed the game. But understanding the $2 trillion IPO story means looking past explosive revenue growth to $518 billion in compute commitments and customer concentration.
Why the NAND Business Intel Sold for $9 Billion Could Be Worth $150 Billion
Solidigm is reportedly weighing a US IPO at a valuation of up to $150 billion. No price is set and no listing is confirmed, but the number reflects a real shift: the AI infrastructure bottleneck is spreading from GPUs and HBM into storage.
Anthropic's IPO: The Number That Matters More Than $100 Billion Is $2 Trillion
Claude-maker Anthropic is growing at a stunning pace, but the real question for investors is not how fast, only how long, and how much cash is left after GPUs and data centers.
Anthropic Talked Slowdown. Its Actions Say Otherwise
A next-gen Claude model, an IPO push, and an actual biology lab. Put the three together and Anthropic's message isn't "stop AI." It's build stronger models while scaling up verification and control at the same pace.
Anthropic's $2 Trillion IPO Question: Is AI Software, or the New Utility?
This isn't an IPO asking how popular Claude is. Public markets are about to price, for the first time, whether a frontier AI model company can build an economic engine that outruns its own massive compute bill.
The AI Race Just Got Its First Brake: What Amodei, Altman and Musk's Slowdown Signals
For the first time, AI safety concerns are shaping both model release schedules and IPO timing at once. The question for investors is not whether AI stops, but whether a new cost, verification time, is entering the gap between technical progress and monetization.
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