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Bullish
On the eve of Anthropic’s IPO, what the market is most anticipating isn’t Claude, but this valuation battle!

The AI sector is seeing another major event! Anthropic has launched its IPO roadshow, planning to list on Nasdaq under the ticker ANT, with a reference offering price of $70–78 and a fully diluted valuation of up to approximately $1.4 trillion.
What does this mean? AI companies are no longer content to be stars in the tech world—they are beginning to face the true test of public capital markets.
The reasons the market is bullish are straightforward: growing AI demand, the competitiveness of Claude products, enterprise adoption, and future commercialization potential.
But the other side can’t be ignored: high valuation, computing costs, industry competition, and profitability pressures are all challenges it will have to face.
Gate’s third round of USDT indication-of-interest subscriptions is open, with a minimum of 100 USDT. Successful subscribers may receive shares; those receiving no allocation will be refunded under the campaign rules and receive an interest subsidy.
I think what’s really worth discussing isn’t whether you can secure an allocation, but how much investors will be willing to pay for its future after it goes public.
If you had the opportunity to participate, would you focus on its short-term IPO performance or its long-term AI growth potential?$NVDA
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A bit confused
Jensen Huang reportedly had another extramarital affair; NVIDIA shares fell more than 3% after hours
Jinshi Data, November 12 — According to The New York Times, five people who have worked at NVIDIA (NVDA.O) revealed that Huang also had an extramarital relationship with a senior NVIDIA executive who reported directly to him. These sources said the previously unreported relationship involved Kimberly Powell, NVIDIA’s vice president in charge of its healthcare business. Under NVIDIA’s code of conduct, employees are required to “avoid situations where their conduct creates conflicts of interest,” including “personal relationships”; the company also says it will “promptly investigate reports of misconduct.” Many companies have clear policies prohibiting managers from having intimate relationships with subordinates. According to two of the people who worked at NVIDIA, during an NVIDIA conference in San Jose, California, in March, Huang and Powell, 48, were photographed acting intimately at a hotel. The New York Times has not seen the video. Huang and Powell are both currently married to other people. NVIDIA (NVDA.O) fell 3.6% after hours.
(From the Jinshi Data App)

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