#Gate广场万圣节 Financial analyst David Jagielski said Anthropic filed for its first IPO in late October 2026 and could go public as early as November.
Market estimates suggest this could become the largest IPO in history.
The AI company generated $16.3 billion in revenue in the first half of 2026, up 1,300% year over year, with an annualized revenue run rate of about $32 billion. However, its computing and infrastructure expenses reached $8.9 billion in the first half of 2026 alone, already exceeding the $7.3 billion for all of 2025. Jagielski noted that the company’s future demand for computing power could reach $750 billion, and warned that investors should be cautious about buying the stock at the IPO, given its high cash burn rate and the risk of equity dilution that loss-making companies typically face when raising funds quickly.$NVDA
Market estimates suggest this could become the largest IPO in history.
The AI company generated $16.3 billion in revenue in the first half of 2026, up 1,300% year over year, with an annualized revenue run rate of about $32 billion. However, its computing and infrastructure expenses reached $8.9 billion in the first half of 2026 alone, already exceeding the $7.3 billion for all of 2025. Jagielski noted that the company’s future demand for computing power could reach $750 billion, and warned that investors should be cautious about buying the stock at the IPO, given its high cash burn rate and the risk of equity dilution that loss-making companies typically face when raising funds quickly.$NVDA
