After US Stock Market Plunge, Anthropic IPO Valuation May Drop to Nearly $1 Trillion
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According to The Wall Street Journal, after US stocks fell sharply on Thursday and AI-related investment bets were unwound, three major investors planning to participate in Anthropic's IPO said the valuation will likely need to be lowered, with one believing it may be closer to $1 trillion, below the previous expectation of about $1.5 trillion. Anthropic originally planned to launch its IPO in the week before Thanksgiving, raising up to $100 billion; some investors raised the question of whether the company would consider delaying the listing or raising less than expected. As of September 30 this year, Anthropic held $146.6 billion in cash, and executives and advisers are expected to meet in the coming days to discuss the IPO plan.
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The original article discloses investors' judgments on a possible downward revision of Anthropic's IPO valuation and the possibility of a delay, offering insight into how market volatility affects the pace of AI companies' listings.
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北京时间11月6日，据《华尔街日报》报道，美股周四遭遇大跌。据知情人士透露，在与AI相关的投资押注遭到平仓、市场大幅下跌之后，主要投资者越来越怀疑，Anthropic这宗备受瞩目的IPO能否按照预期的1.5万亿美元估值进行。
Anthropic计划在感恩节前一周启动IPO，此前预计最多可募集1000亿美元，估值可能达到约1.5万亿美元。
但三位计划参与此次IPO的主要投资者表示，Anthropic的估值很可能需要下调。其中一人认为，估值可能更接近1万亿美元。
另一位投资者表示，即使市场反弹，要说服那些刚在近期抛售中遭受损失的机构投资者再次对AI板块承担重大风险，也可能并非易事。这位投资者还提出了一种可能：Anthropic是否会考虑推迟上市。
Anthropic的另一种选择是，IPO募集的资金可能少于预期。截至今年9月30日，Anthropic持有现金1466亿美元。
数月来，投资者一直热切期待这次IPO。许多人表示，即使其他AI相关股票表现动荡，他们仍将Anthropic视为“必买”标的。鉴于此次IPO计划的规模，以及Anthropic的业务与谷歌、亚马逊和英伟达等科技巨头之间密切的相互关联，该公司的上市计划将对更广泛的市场和经济产生重大影响。
据知情人士透露，Anthropic高管及其顾问预计将在未来几天举行会议，讨论IPO计划。在整个筹备过程中，他们一直避免对具体方案作出承诺，以保留调整空间。