Anthropic rushes to IPO, the AI track is entering the "giant company harvest period"

One of the hottest news in the tech circle these days is that Anthropic has officially submitted a confidential S-1 filing with the U.S. SEC, preparing for an IPO. If the progress goes smoothly, it could potentially hit the capital markets as early as October this year.

What’s more worth noting is that this is no longer just an ordinary AI company's listing story. According to the latest disclosed data, Anthropic's latest valuation has reached approximately $965 billion, surpassing OpenAI's previous valuation of about $852 billion, making it one of the world's highest-valued AI unicorns. Meanwhile, its annualized revenue run rate has already reached $47 billion, with a growth rate that is considered a miracle of the AI era.

If we rewind two years, the market's biggest discussion was still whether "large models can make money." Now, the question has shifted to "which AI company will be the first to become a trillion-dollar publicly listed company."

From the market performance over the past 24 hours, the U.S. stock AI concept sector remains strong, with funds continuing to focus on computing power, AI software, and model service providers. Nvidia continues to maintain high-level fluctuations, and the demand for AI infrastructure shows no signs of cooling down. The fact that Anthropic chose to push forward with its IPO at this time also indicates that the capital market's confidence in AI commercialization remains strong.

From the perspective of the crypto industry, this also sends an important signal: AI has moved from the storytelling stage to the realization stage.

In recent years, the Web3 market has been searching for new growth engines. From DeFi to GameFi, and now to AI Agents, almost all hot tracks are converging towards AI. When an AI company can achieve a valuation close to a trillion dollars and generate hundreds of billions in revenue, it means AI is no longer just a concept but has truly become a new infrastructure for global capital competition.

Perhaps the biggest wealth opportunity in the coming years will not necessarily come from a hot narrative but from projects that can truly implement AI into productivity scenarios. Anthropic's IPO is very likely just the beginning of this AI supercycle. #Polymarket每日热点 @Gate 广场