Anthropic has no plans to delay IPO despite market selloff

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Anthropic has no plans to delay IPO

Anthropic seeks a trillion-dollar valuation

Potential investors are currently discussing a valuation for Anthropic in the range of $1.1 trillion to $1.3 trillion. This is significantly below the levels considered just a month ago, before the technology sector's sharp decline.

At the same time, Anthropic aims to carry out one of the largest IPOs in history, potentially matching or even surpassing SpaceX's record-breaking offering in June 2026. The space company raised $86.2 billion at the time.

In the coming days, Anthropic's management plans to begin meetings with institutional investors around the world. These discussions will take place both in person and online. The company also intends to attract retail investors from the U.S., the UK, Japan, and other countries. According to sources familiar with the plans, retail investors could receive up to 20% of the shares offered.

However, investors will have to assess not only Anthropic's potential but also its growing risks. The company's quarterly revenue growth slowed toward the end of the third quarter. In addition, its business expansion requires enormous spending on computing capacity and data center construction.

What could derail the IPO?

The results of the U.S. midterm elections, which saw Democrats emerge victorious, have created additional uncertainty. Growing political opposition to new data center construction could constrain the development of artificial intelligence infrastructure. These concerns were among the factors behind the recent selloff in AI-related stocks.

Another risk is the possibility of tighter government regulation of artificial intelligence. Although Anthropic advocates stronger AI safety measures and restrictions on the development of the most powerful models, proposals from U.S. lawmakers may differ from the company's preferred approach.

Despite these challenges, some major investors remain optimistic. Vivek Seth, CEO of investment firm Shaires Holdings, highlighted Anthropic's rapid growth, institutional backing, and more than $130 billion in cash and short-term investments.

Meanwhile, Peter Singlehurst of Baillie Gifford believes Anthropic's main advantage lies in its AI models' ability to solve complex professional problems. In his view, customers are willing to pay more for systems capable of independently analyzing information and performing tasks that require advanced expertise.

Anthropic looks to SpaceX's record IPO

The most recent high-profile stock market debut was Elon Musk's SpaceX IPO in June 2026. It became the largest in history, initially raising $75 billion, with the total reaching a record $86.2 billion after an additional share sale. SpaceX was valued at approximately $1.77 trillion at the time of its IPO. As Bloomberg noted, investors were not deterred even though the company had ended the previous year with a $4.9 billion loss.

Anthropic now appears to be aiming to replicate that success. The company is also seeking to raise tens of billions of dollars despite the enormous costs of expanding its AI infrastructure. However, market conditions have changed. While SpaceX went public amid strong investor enthusiasm, Anthropic will have to convince buyers of its business prospects following a major decline in technology stocks.

As a reminder, Anthropic reported losses of $81 billion ahead of its planned IPO.

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