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Anthropic may file its S-1 by the end of August, with projected annual revenue nearing $65 billion and a valuation of $965 billion. Four banks are advising; the prospectus will list AI backlash as a risk.
The Information reveals negotiations for a new round that would raise the AI search startup from $20 billion to over $30 billion in less than a year. None of the parties involved have confirmed.
Jensen Huang visited the South Korean startup Rebellions to explore a partnership or acquisition, in negotiations that intersect Korea's industrial policy with Nvidia's inference chip strategy.
The American startup specializing in dedicated ASIC chips for transformer models raised $700 million led by the quantitative desk that transitioned from investor to first client, signaling the next move in the competition against Nvidia in inference.
Analyst note by Christopher McGratty published this Monday interprets infrastructure initiatives from both banks as a sign of longevity for the data center investment cycle.
Acquisition multiplies the startup's valuation from May by more than five times, gives Stripe the token measurement OpenAI and Anthropic were separately negotiating, and pushes Braintree out of the game.
13F filing shows Nvidia with $21 billion in SpaceX and $30 billion in Intel, two anchor clients of the company itself. The pattern echoes Cisco's vendor financing model from 1999.
Anthropic's revenue grows 14 times in the quarter, and OpenAI claims to have surpassed consumer revenue with $40 billion in ARR. The Big 4 and global banks are revising token contracts in light of this surge.
CFO Sarah Friar confirms to investors the inversion: enterprise grew 32% in one month and surpassed consumer four months earlier than expected, with an IPO above $1 trillion on the horizon.
Revenue 14 times greater than in the same period of 2025, with adjusted positive operating profit for the first time; company signals IPO for fall 2026.
A Bloomberg report indicated that Anthropic recorded preliminary revenue exceeding $11.5 billion in Q2 2026, a 14-fold increase compared to the same period last year, with positive adjusted operating profit for the first time in the company's history.
According to Bloomberg, Anthropic is in talks for the largest acquisition in its history to incorporate Decart's GPU optimization stack and the Lucy and Oasis world models, in a year when it plans to go public.