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The Decoder· Maximilian Schreiner·· 8 天前65

Anthropic的1500亿美元IPO遭遇阻力,投资者质疑估值

Anthropic's $1.5 trillion IPO hits resistance as investors balk at valuation

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Anthropic的1500亿美元IPO因投资者质疑估值和科技市场抛售而遇阻,潜在支持者对原定下周启动的路演计划表示怀疑,部分投资者认为1500亿美元估值过高,甚至提议降至1000亿美元。

同一件事另外 1 家也报道了

  1. The Decoder··首发·当前阅读

    Anthropic的1500亿美元IPO遭遇阻力,投资者质疑估值

  2. IT之家 · AI··+13 小时 59 分

    Anthropic首次公开募股计划遇投资者估值质疑

    新增信息:最初寻求高达 2 万亿美元的估值。

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正文

Anthropic's IPO is in trouble as investors push back on the $1.5 trillion valuation and the tech market sells off. According to Reuters, potential backers doubt the planned roadshow can kick off next week as scheduled.

As recently as September, the company was eyeing a valuation of up to $2 trillion. Now some investors think even $1.5 trillion is too rich. One investor reportedly floated a valuation of just $1 trillion. Investors want a steeper discount because Anthropic is still losing money and burning through cash to scale its AI infrastructure. They're also waiting on October revenue numbers, which are missing from the updated S-1 filing.

The midterm elections made things worse. Ballot initiatives targeting data center expansion passed in several states, triggering the sharpest tech selloff in a year. The Wall Street Journal also reports that IPO investors are skeptical. If AI stocks stay under pressure, Anthropic could delay the offering, which some estimates peg at up to $100 billion in size. A delay could further shake confidence in the broader AI sector.

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来源: The Decoder · the-decoder.com