It has been reported that AI model developer Anthropic is expected to pursue an initial public offering (IPO) between September and October 2026. According to the report, Morgan Stanley and Goldman Sachs are expected to serve as lead underwriters, with the company's projected valuation potentially reaching up to $2 trillion and the public offering size reaching the $100 billion level.
This IPO is seen as potentially influencing investment trends within the AI industry. It has been pointed out that investment funds currently flowing into South Korean semiconductor manufacturers such as Samsung Electronics and SK hynix, which have benefited from AI growth, may shift directly toward the model developer Anthropic.
Some in the market view the success or failure of this IPO as a litmus test for the investment sustainability of the AI industry as a whole. While a successful listing would promote the inflow of capital into model companies, there are concerns that a result falling below expectations could spread doubt across the entire AI-related investment cycle.
Source: Anthropic's $2 Trillion IPO Countdown... Fund Outflow from Samsung and SK hynix as a Variable - BigGo Finance (Google News: Anthropic, 2026-09-05)