#AnthropicPicksNasdaqForIPO

A potential $2 trillion valuation would make Anthropic one of the biggest tests yet for the AI investment cycle.

Anthropic has reportedly selected Nasdaq for its potential IPO, adding another major step toward bringing one of the world’s most closely watched private AI companies into the public market.

The company has also confirmed that it confidentially submitted a draft S-1 registration statement to the SEC. Reports are pointing toward a possible October 2026 listing, although the exact IPO date, offering size and final valuation have not been officially confirmed.

That distinction is important because the $2 trillion+ valuation currently attracting attention should not be treated as a confirmed IPO price.

Anthropic’s latest reported private-market valuation was around $965 billion, following a reported funding round of approximately $65 billion. A public valuation above $2 trillion would therefore represent a dramatic re-rating from its most recent private valuation.

And that is where the real market debate begins.

Anthropic is no longer being valued simply on the promise of AI. Its Claude platform is expanding across enterprise software, coding, AI agents and large-scale commercial applications. Recent reports have also pointed to rapidly increasing revenue and improving operating performance.

So the question investors need to answer is changing:

How much is sustainable AI revenue, growth and profitability actually worth?

A successful Anthropic IPO could become an important benchmark for the entire AI ecosystem. Its valuation could influence how investors value AI labs, semiconductor companies, cloud platforms, data-center operators and the infrastructure supporting the next generation of AI.

There is also a major difference between private and public markets.

Private valuations can remain relatively stable between funding rounds. Public markets provide continuous price discovery. Once Anthropic is listed, investors will be able to evaluate its growth, margins, cash flow, spending and capital requirements against the valuation every trading day.

That is why I believe the IPO itself may be more important than the $2 trillion headline.

My current view:

• Nasdaq selection — reported
• Confidential S-1 submission — confirmed
• Latest reported private valuation — ~$965B
• Reported funding — ~$65B
• Possible IPO window — October 2026, according to reports
• $2T+ valuation — market expectation/speculation, not confirmed

If Anthropic eventually enters public markets above $2 trillion, it could send a powerful signal about how aggressively investors are willing to price the future economics of AI.

For me, this is not just another technology IPO. It could become a major price-discovery event for the broader AI market.

The key question will be simple: Can Anthropic justify a $2T+ valuation after the IPO excitement turns into everyday public-market scrutiny?

$NAS100 $NDAQ

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