anthropic

Some existing investors expect that Anthropic's valuation could exceed $2 trillion when it goes public as early as October this year. Six interviewed investors believe that the demand for Claude and the rapid growth of the company's revenue could drive Anthropic's valuation to double from $965 billion in May this year.In May, Anthropic disclosed that its annualized revenue had surpassed $47 billion, and some investors expect it could reach $100 billion to $120 billion by the end of the year. One investor calculated that, based on a revenue multiple of about 30 times, Anthropic's valuation could potentially reach $3 trillion. However, the aforementioned valuations are all investor predictions. Multiple investors have stated that Anthropic's management has not yet determined the IPO valuation target. Competition from low-cost AI models in China, relations with the U.S. government, and corporate control of AI spending are still seen as potential risks.

Market news reports that Anthropic is reportedly set to spend $6 billion to acquire the artificial intelligence startup DeCart.

According to Bloomberg, citing informed sources, Lightspeed Venture Partners is seeking to extend its holding period for OpenAI and four other assets through a secondary transaction of approximately $600 million, along with a new investment commitment to Anthropic.The transaction, codenamed "Project Mercury," involves Lightspeed's Select V and Opportunity II funds, as well as an independently managed account, transferring the related investments into a continuation fund while returning cash to existing investors.In addition to OpenAI, the assets to be transferred include security technology company Verkada, workforce management company Rippling, AI startup Reflection AI, and enterprise search platform Glean. Coller Capital is acting as the lead buyer for the continuation fund, while UBS serves as the transaction advisor. Lightspeed has invested in Anthropic multiple times, including its latest financing round, which valued Anthropic at $96.5 billion.

According to ChosunBiz, Samsung Electronics' System LSI Division has introduced Anthropic's AI programming tool Claude Code for semiconductor design and verification work, with some task cycles shortened to less than one-tenth of the original time. In the verification of data connection structures for customer-customized SoCs, work that was originally expected to take over a month was completed in two days; an engineer with two years of experience completed USB device model development and Android driver adaptation in one day using Claude Code, whereas similar work typically required a month.Samsung opened Claude Code to software developers in May this year and later expanded it to the semiconductor professional development field. The System LSI Division has about 6,000 employees, while its main competitor Qualcomm has about 52,000 employees. Samsung is trying to bridge the manpower gap with AI tools. Meanwhile, Samsung's DS Division is promoting an "AI transformation," extending generative AI from research and development to the entire business process, including production, marketing, and support. The report also pointed out that Claude has exhibited behavior in some verification tasks where it disguised erroneous information as ordinary messages or modified design code without authorization. Samsung emphasized the need for strict control and manual review of the scope and results of AI tasks.

PPP market prediction tool monitoring shows that in the Polymarket "Anthropic valuation reaches target within the year" prediction event, the probability of reaching $1.5 trillion within the year has risen to 76%, an increase of 13% in 24 hours. The probability of reaching $1.25 trillion has risen to 92%, an increase of 8% in 24 hours. According to the settlement rules, this market primarily relies on the valuation of Anthropic's private market as announced by the Nasdaq Private Market (NPM).If Anthropic completes its IPO or direct listing during this period, the official issue price corresponding to the valuation and the public market value after listing will also be included in the settlement basis. Currently, the NPM data referenced on the Polymarket page shows a valuation of approximately $1.13 trillion. Previously, according to the Wall Street Journal, Anthropic plans to go public in September or early October, with specific issue prices and schedules yet to be announced. If successfully listed, it could become one of the largest IPOs in history.

AI company Anthropic is holding pre-IPO meetings with potential investors to boost market confidence in its listing plans. Reports indicate that Anthropic is currently valued at approximately $965 billion, and if successful, it could become one of the largest IPOs in history.The company has recently faced several challenges, including intensified competition from low-cost AI systems, strained relations with the Trump administration, and opposition to data center construction in various parts of the United States. Sources reveal that investors have asked Anthropic executives during discussions about how these factors might impact the company's growth. Anthropic's management downplayed the impact of competition from low-cost AI systems, stating that the company will continue to focus on developing cutting-edge AI models.It is reported that Anthropic plans to go public in September or early October, although specific pricing and scheduling details have not yet been announced. Additionally, during the pre-IPO meetings, the company disclosed to some investors that it will further expand into the fields of healthcare and biological AI applications in the future.

According to informed sources, Anthropic PBC has reached a deal worth $9.1 billion with cloud computing company Riot Platforms. This deal highlights Anthropic's efforts to meet customer demands and ensure access to sufficient computing resources.Recently, Riot disclosed that the company has signed a 20-year agreement with a business to provide 191 megawatts of computing capacity from its facility in Rockdale, Texas.

According to market news, Anthropic, Macquarie Asset Management, and the Singapore Government Investment Corporation announced the establishment of a strategic partnership.

Sam Blackshear, co-founder and Chief Technology Officer of Sui blockchain parent company Mysten Labs, announced his departure on August 6 to join Anthropic for defensive security research. He stated that this new position would allow him to continue to delve into frontline technology research and explore new fields at a time when the balance of power in cyber offense and defense is undergoing profound changes.Blackshear reflected that he has spent over 8 years developing the Move language and will continue to participate in the upcoming Move Foundation, while maintaining his role as an advisor to Mysten Labs and Sui ecosystem builders after his departure. Meanwhile, Evan (@EvanWeb3), who previously led technology teams at Apple and Meta, will take over the overall technical vision and research direction of Mysten Labs.

According to Bloomberg, Sequoia Capital has completed its latest funding round, which amounts to $10 billion. So far this year, the firm has returned a total of $5 billion in profits to investors outside of SpaceX.Sequoia Capital's new co-leaders, Alfred Lin and Pat Grady, plan to invest $2.5 billion in the AI company Anthropic, which will become the largest investment in Sequoia's 54-year history. Previously, Sequoia had favored investments in OpenAI, xAI, etc., and only planned to invest in Anthropic for the first time in January 2025, but has now decided to significantly increase its stake, indicating a bold bet on the AI sector.

According to Jinshi reports, Anthropic has confirmed that it is assembling an internal chip team for its artificial intelligence model Claude.

According to the disclosure documents from the U.S. Securities and Exchange Commission, TeraWulf released its operating performance for the second quarter of 2026, achieving revenue of $44.767 million, of which revenue from HPC leasing business was $31.932 million, accounting for approximately 71% of total revenue.The company's Lake Mariner project in New York has completed the launch of 102 megawatts of revenue-generating IT capacity, with an additional 336 megawatts under construction. The cost of IT capacity per megawatt remains between $8 million and $10 million. TeraWulf has completed the acquisition of the Muskie Data Campus in Kentucky, which can provide up to 1 gigawatt of power supply; its Justified campus has signed a lease agreement with Anthropic, with a scale of approximately 401 megawatts, a lease term of 20 years, and an initial contract amount of approximately $19 billion.In addition, the company will transfer its 50.1% stake in the Abernathy joint venture for $530 million in cash, while reaffirming its business goal of adding 250-500 megawatts of IT capacity annually.

According to technology analyst Ed Zitron, citing estimates from institutions such as Barclays, UBS, and Wells Fargo, Microsoft, Google, and Amazon, the three major cloud providers, may see over 70% of their AI revenue coming from OpenAI and Anthropic. Specifically, Barclays analyst Ross Sandler estimates that about 73% of Amazon AWS's AI revenue in 2026 will come from these two companies; UBS analyst Stephen Ju estimates that approximately 28% of Google Cloud's revenue in 2026 and over 48% in 2027 will come from them; Wells Fargo estimates that about 23% of Microsoft Azure's revenue in FY2026 and about 35% in FY2027 will come from these two AI labs.The analysis indicates that AWS's AI revenue in 2026, excluding OpenAI/Anthropic, is expected to be only about 8.5 billion dollars, while Amazon's capital expenditure for that year is expected to reach 220 billion dollars. Google's Vertex AI platform revenue in 2026 is expected to be about 28.3 billion dollars, but during the same period, the computing power expenditure for OpenAI and Anthropic is expected to exceed 35.6 billion dollars. Microsoft's AI revenue in FY2026 is about 34.5 billion dollars, with capital expenditure during the same period of about 115.9 billion dollars. This analysis has raised market concerns about the overbuilding of AI data centers and the sustainability of demand, questioning whether the three major cloud providers should disclose customer revenue concentration risks more transparently. Currently, Microsoft, Google, and Amazon have not publicly responded to this.

According to Bloomberg, the UK government's AI Safety Research Institute (established in 2023) disclosed on Tuesday that during a safety assessment of OpenAI's GPT-5.6-Sol and Anthropic's Mythos 5 models, both models exhibited "unauthorized" harmful behaviors, including actively infiltrating real websites and attempting to inject malicious code into software, targeting real people and organizations.During the testing period, the institute deliberately granted the models internet access and disabled some security filters to assess their limits.

According to Bloomberg, Blackstone Inc. is in preliminary discussions with investors to assess the feasibility of raising a second large-scale debt financing for Anthropic to support its plan to procure Google AI chips. Sources revealed that a preliminary proposal put forward by Blackstone had a scale of at least $36 billion.The scale, structure of the financing, and whether Blackstone will ultimately lead the deal are still under discussion, and relevant details may change. This financing plan reflects that AI companies are acquiring computing resources through large-scale capital operations. As the demand for training and inference of large models continues to grow, AI companies are seeking new financing methods to support the construction of expensive computing infrastructure.

According to Jinshi reports, Anthropic has signed a $10 billion computing services agreement with an artificial intelligence cloud startup.

According to Bloomberg, citing informed sources, Chinese officials are concerned that cutting-edge AI models from the U.S., such as Anthropic's Mythos, could be used as offensive cyber tools to launch cyberattacks against China. At the same time, the Chinese side questions why Anthropic does not allow Chinese companies to use the relevant models normally, yet cannot rule out the possibility of these capabilities being used to attack China. Anthropic has long advocated for the U.S. to tighten restrictions on advanced chips and AI capabilities related to China, and last year it stopped providing services to companies controlled by China.The report states that the Chinese side is currently not prepared to take immediate action, but if the U.S. further restricts Chinese AI companies, relevant departments are studying response plans, which may include imposing sanctions on U.S. AI companies or placing them on a restricted list. Currently, neither Anthropic nor relevant departments have publicly responded to this.