Anthropic told investors it was profitable for the second consecutive quarter and is planning a Nasdaq IPO at approximately $2 trillion valuation.
ConcludedRan 7 days2 sourcesupdated 18 Sep 2026
Anthropic Plans Nasdaq IPO at $2T Valuation, Nvidia Eyes $10B Stake
The gist
The potential scale of the offering, up to $100 billion at a $2 trillion valuation, makes it a significant capital event in the AI sector. Nvidia's reported motivation includes selling more chips to Anthropic regardless of how Anthropic's shares perform, reflecting a strategic dimension to the potential investment beyond financial returns.
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The full picture
Anthropic is planning a Nasdaq IPO at approximately $2 trillion valuation and has told investors it was profitable for the second consecutive quarter. Reuters reported the offering could raise up to $100 billion, though negotiations remain unfinished and details could change. Nvidia is reportedly considering a $10 billion anchor investment in the IPO. An anchor investor commits capital before the broader IPO marketing process begins. Separately, Anthropic has disclosed that AI now leads more than 25% of its R&D work and collaborates on more than 90%, and the company dedicates 6 to 12% of its compute to safety monitoring.
How it developed
Reports emerge that Nvidia is considering a $10B anchor investment in Anthropic's IPO, which Reuters said could raise up to $100B at a $2T valuation, with negotiations ongoing.
Sources
- Anthropic's revenue surge and IPO push
- Nvidia's reported acquisition of Hugging Face
- OpenAI Rules Out 2026 IPO, Eyes $1.5T Private Round
- Trump floating US equity stakes in AI labs
BackgroundCompute: the chips, clouds and data centers behind AI
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