Anthropic Targets Fall IPO Ahead of OpenAI as Claude Code Revenue Hits $47B
rohanpaul_ai · x · 2026-08-11
According to the Wall Street Journal, Anthropic is planning to go public as early as September or October, potentially beating OpenAI to an IPO.
Key Details:
- Investor Concerns: Potential investors are pressing Anthropic regarding competition from cheaper Chinese AI models, political tensions, and opposition to data-center construction. Anthropic executives reportedly downplayed Chinese competition, arguing users prefer the most capable models and Chinese systems trail U.S. leaders by months.
- Expansion & Revenue: Anthropic plans to push deeper into healthcare and biology to counter negative AI sentiment. Notably, Claude Code has driven a recent revenue surge, with run-rate revenue exceeding $47B in May.
- Compute Strain: Despite securing additional compute deals with SpaceX and Google, Anthropic has suffered intermittent outages due to overwhelming demand.
Related event: Anthropic Targets Fall IPO, OpenAI May Follow Next Year(4 posts)→
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