Anthropic: Einige Investoren erwarten laut Insidern niedrigere IPO-Bewertung

Anthropic, a leading AI developer, continues to expand its operations, but some investors are anticipating a lower IPO valuation, according to insiders. Prior to the planned November stock market debut of the artificial intelligence-focused company, discussions about a valuation of around $1.5 trillion were circulating among several individuals familiar with the process, as reported by Reuters.

Previously, investors had expected around $2 trillion. During an investor day in San Francisco on Wednesday, management informed potential stock buyers that revenue in the third quarter had surged 45% year-over-year to $16.8 billion, insiders disclosed. Additionally, Anthropic had reached profitability on a basis adjusted for stock-based compensation.

However, some investors expressed disappointment with the slowing growth: In the second quarter, revenue had still more than doubled compared to the New Year's start. A subdued IPO could potentially weigh on the entire AI market, whose short-term prospects are heavily dependent on the success of this stock placement, which is expected to precede OpenAI's potential IPO next year.

Investor concerns coincide with a period of declining stock prices in the technology sector, impacting global financial markets, including AI infrastructure companies, cipher manufacturers, and specialized cloud providers.