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2026-11-12 10:06:44 AI company Anthropic is preparing for an IPO, planning to issue 825 million shares at USD70-78 per share to raise more than USD64.3 billion. Enrico Chinello, analyst at Julius Baer's Next Generation Research, said Anthropic's fully diluted valuation could reach as high as USD1.4 trillion, below the previously rumored market valuation of USD2 trillion. Including a USD26 billion private placement with chip and cloud partners, the total fundraising size would reach about USD90 billion, implying a valuation range of USD1.1-1.4 trillion. He said Anthropic's listing brings investors three key areas of focus in AI investment: demand, pricing power and capital intensity. All indicators point to sustained strong demand and rising enterprise adoption, supporting expansion in AI investment scale. Cheaper models from competitors in the US and China have already lowered average intelligence costs, implying that usage growth must continue to outpace price deflation in order to sustain revenue growth. AI model providers have generally signed large-scale computing power agreements, supporting strong revenue growth. On regulation, the bank forecast regulators to strike a balance between potentially tightening oversight on data centers and continuing to support AI as a national strategic priority. ~ AASTOCKS Financial News Website: www.aastocks.com | |