Anthropic is exploring a potential initial public offering as early as October, signaling a new phase in the artificial intelligence industry as leading companies prepare to tap public markets.
As per Bloomberg report, the company has begun early discussions with major investment banks, including Goldman Sachs, JPMorgan Chase, and Morgan Stanley, about leading roles in the listing. While plans remain preliminary, the IPO could value Anthropic at more than $60 billion, according to reports.
Anthropic was last valued at $380 billion following a $30 billion funding round completed in February 2026. The round included participation from global investors such as GIC, Coatue Management, MGX, D.E. Shaw, Dragoneer, Founders Fund, and ICONIQ.
Enterprise Focus and Infrastructure Expansion
Anthropic has positioned itself as a leading provider of enterprise-focused AI systems, with its Claude models widely adopted across businesses and government applications. Strategic partnerships with major technology companies have supported its rapid growth.
The company counts Google and Amazon among its largest investors, alongside Microsoft and Nvidia, which joined in earlier funding rounds. These relationships provide access to advanced computing infrastructure and cloud platforms critical for scaling AI models.
Anthropic has also committed to investing $50 billion in building its own data center infrastructure across the United States, including projects in Texas and New York. This move reflects a broader industry trend toward vertical integration, as companies seek greater control over computing resources.
Earlier this year, Anthropic faced regulatory challenges when the Pentagon flagged the company as a potential supply-chain risk. The issue was resolved after a court order blocked the proposed restrictions, allowing Anthropic to continue operating within government contracts.
Parallel IPO Plans at OpenAI
Anthropic’s IPO considerations come as rival OpenAI is also preparing for a potential public listing. The company has been increasing its focus on enterprise applications, which are seen as a key driver of long-term revenue.
OpenAI is refining its investment strategy, targeting approximately $600 billion in compute spending by 2030. The company has also projected revenue exceeding $280 billion by the end of the decade, reflecting expectations of continued growth in AI adoption.
Both companies are competing to secure enterprise customers and scale their infrastructure, with strategies that include partnerships, custom deployments, and large-scale capital investment.
The potential public listings of Anthropic and OpenAI highlight the maturation of the AI sector. As companies transition from private funding to public markets, investor scrutiny is expected to increase, particularly around profitability, cost management, and long-term growth.