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Rohan Paul· @rohanpaul_ai · X·· 45 分钟前精选AI 评分88
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据 FT 报道,Anthropic 的投行在投资者需求旺盛后计划上调 IPO 价格,把目标估值重新抬到 1.5 万亿美元或更高。

推荐理由

材料给出 Anthropic IPO 定价区间、募资规模与 Google、Nvidia、Microsoft 的认购安排,可据此理解其上市估值与资金用途。

正文 · 原文

FT: Anthropic’s bankers plan to raise its IPO price after heavy investor demand, lifting the target valuation back to $1.5T or more.

Tuesday’s filing set a $70-$78 share range, implying $1.26T to $1.41T once employee options and restricted shares are counted.

Pricing above that range would push proceeds past $100B, including $26B that Google, Nvidia and Microsoft will invest at the IPO price.

Three backers say Anthropic now cares more about raising cash than maximizing valuation, because it plans about $900B of compute and infrastructure spending.

引用Rohan Paul@rohanpaul_ai
Anthropic forges ahead with IPO roadshow They will sell up to 825M shares at $70 to $78 each, a range that values it at as much as $1.4T. At the top of that range the deal raises about $64.4B, and Anthropic itself takes roughly $62.5B from 801M new shares. Existing stockholders are selling only 23.6M shares, so almost all the cash funds the company instead of letting early investors exit. Earlier talk had pointed to as much as $2T, and the cut follows a tech selloff and midterm results showing voters souring on AI data centers. Even reduced, the price sits above the $1.25T private valuation OpenAI reached last week. Shares are expected to start trading on Nasdaq under the ticker “ANT” as soon as Thursday or Friday next week.
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来源:Rohan Paul · x.com