Nasdaq Welcomes an AI Mega-IPO, but the Real Protagonist May Be the Entire Industry Chain

Anthropic is said to have chosen to list on Nasdaq, a move with strong symbolic significance. Nasdaq itself is a hub for technology companies, and if Anthropic completes its IPO this autumn, it could become one of the most closely watched AI listings in recent years. Reuters previously reported that its listing could be delayed until after mid-October, though the specific arrangements may still change.
The reason the market is paying such close attention is that Anthropic is no longer an ordinary AI startup. Its Claude models are continuing to expand in the enterprise market, while the company’s potential valuation has even been discussed by the market at around $2 trillion. More importantly, Nvidia is reportedly negotiating to participate in the IPO, with its investment potentially reaching as much as $10 billion.
This creates a very interesting closed loop: AI models need computing power, computing power needs GPUs, GPUs in turn drive the expansion of data centers and cloud computing, and the capital markets ultimately value the entire chain through the IPO.
Therefore, if Anthropic’s valuation is strong at listing, it could further stimulate risk appetite across the AI industry chain; if the valuation falls short of expectations, it could remind the market that the AI story is huge, but ultimately it still has to come back to revenue, profits, and cash flow.#传Anthropic选择纳斯达克IPO