Anthropic Sprint IPO: The AI Track Enters the "Giant Acquisition Period"

The AI industry has once again reached a milestone event.

According to reports, Anthropic has officially submitted a confidential S-1 registration document to the U.S. SEC, initiating the IPO process. This means that after OpenAI sparked a global AI boom, another top AI unicorn is also beginning to make a push into the capital markets.

Many people may not be as familiar with the name Anthropic as with OpenAI, but in fact, over the past two years, it has been one of OpenAI's strongest competitors. Its Claude series models have performed well in code generation, long text processing, and enterprise applications, and have gained support from many tech giants.

What’s more noteworthy is that after just completing a new round of funding, Anthropic's valuation has reached approximately $96.5 billion, with an annualized revenue run rate surpassing $4.7 billion. From a startup to a nearly trillion-dollar-valued super AI company in just a few years.

If 2023 is the year of explosive growth for the AI concept, then 2026 has already entered the stage of AI commercialization realization.

In the past, capital markets speculated on "whether AI will change the world in the future," but now investors are focused on "who can truly make money."

Anthropic's decision to launch an IPO at this time reflects a shift in the capital market’s attitude toward the AI industry. The market is no longer satisfied with storytelling but is beginning to pay for real revenue, real users, and real business models.

For the entire tech industry, this may also be an important signal.

The internet era gave birth to tech giants like Google, Amazon, and Meta; the mobile internet era saw platform companies like TikTok and Uber emerge; and the list of truly super companies in the AI era is gradually coming into view.

From an investment perspective, Anthropic’s listing is not just a corporate capital operation but could also mark a new starting point for the revaluation of AI industry value.

For the crypto market, the AI track is also worth attention. Over the past year, many AI concept projects have received funding, but few can truly create sustained value. As leading companies like Anthropic go public, future capital may focus more on AI projects with real products, real revenue, and real users.

The first half of AI is a technological race; the second half is a commercial competition.

When Anthropic officially rings the IPO bell, it also signifies that the AI industry is moving from the "dream stage" to the "realization stage." In the next few years, who will become the Google of the AI era may soon have an answer. #Anthropic秘密递交IPO申请 @Gate广场_Official