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Anthropic's $518 Billion Spending Plan Fuels AI Boom Bets, IPO Valuation Could Hit $2 Trillion
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CNBC TV18•29-09-2026, 21:54
Anthropic's $518 Billion Spending Plan Fuels AI Boom Bets, IPO Valuation Could Hit $2 Trillion
- •Anthropic's IPO prospectus reveals a plan to spend $518 billion on cloud computing and infrastructure, betting AI will reshape the global economy more profoundly than past industrial revolutions.
- •The AI lab could be valued at over $2 trillion in its IPO, with analysts noting its remarkable 12-fold revenue growth in 2025, despite current losses.
- •Analysts acknowledge concerns about massive spending and losses but highlight strong investor appetite for AI-focused investments and confidence in Anthropic's growth strategy.
- •The significant capital expenditure signals a continued robust AI trade, benefiting semiconductor and AI infrastructure companies.
- •Some experts express skepticism about the high valuations for companies losing billions and requiring massive capital, suggesting optimism drives these valuations based on future recurring revenue opportunities.
Key Questions Answered
According to its IPO prospectus, Anthropic plans to spend $518 billion on cloud computing and infrastructure obligations in the coming years.
Anthropic could be valued at more than $2 trillion in its IPO.
Anthropic's revenue grew by 12 times in 2025 to nearly $4.6 billion.
