Wall Street Reportedly Pushes Anthropic and OpenAI to IPO as Soon as Possible
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According to reports, some institutions are demanding that Anthropic and OpenAI move forward with IPOs as soon as possible and not hesitate due to AI bubble risks. Large investors worry that a Democratic-controlled Congress could obstruct major AI industry deals and question tech company executives; a transaction lawyer advised relevant companies to complete IPOs before the end of the year. Anthropic has disclosed that it will go public before Thanksgiving this year and may file a prospectus or S-1 document in the coming days; Wall Street hopes OpenAI will complete its IPO before January 3 next year, while OpenAI CEO Altman said last month that he does not plan to IPO before next year. The report also mentioned that Meta may conduct an unprecedentedly large secondary stock offering in the coming months to fund its AI buildout.
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The original text discloses the time window and political motivations behind Wall Street's push for the two companies to IPO early, offering a view of how AI financing pace and regulatory risk intertwine.
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政治风险正在促使华尔街迅速准备。据报道，一些机构要求Anthropic和OpenAI尽早推出其可能轰动市场的IPO，不要因为人工智能泡沫风险而瞻前顾后。
内部人士透露，大型投资者日益担忧民主党掌控国会的威胁，他们预期民主党部分议员可能倾向扼杀人工智能行业的大型交易，并就人工智能引发的失业和深度虚幻等问题质询科技公司高管。
一名知名的交易律师表示，如果情况朝着这种方向发展，其将代表着长达数年的听证会、调查和持续不断的动荡。他建议相关企业在年底前完成IPO，以免事态变得更加混乱。
据报道，Meta也可能在未来几个月内进行规模空前的二次股票发行，以资助其人工智能的建设。
风险
Anthropic日前已经透露将在今年感恩节前进行上市，可能在近日发布其正式招股说明书或S-1文件。令人担忧的是OpenAI，其首席执行官奥尔特曼上月曾表示不打算在明年前IPO，部分是因为担忧人工智能的安全性。
但现在，华尔街希望OpenAI能在明年1月3日之前完成IPO，因为如果民主党在今年11月的中期选举中获胜，其将在明年1月3日正式重组国会。
与此同时，Anthropic的IPO也并非板上钉钉。鉴于市场对人工智能估值的动摇，Anthropic也可能临阵退缩，推迟IPO计划。
不过，共和党也有可能在最后的几周翻盘，挺过中期选举的考验，保住其在参众两院的多数席位。但从目前的民调来看，民主党获胜的几率正在日益增加，这很可能造成美国政府未来两年的立法僵局。
通常情况下，市场喜欢立法僵局，因为届时美国政府忙于争论，以至于无法推进任何可能搞砸资本市场的行动。但在当前人工智能的快速扩张时期，阻拦希望扩张的特朗普政府显然于市场而言并无助益。
（文章来源：财联社） 正文中部 内嵌广告