Anthropic IPO talk cut to $1.1T, OpenAI trims raise to $20B as AI valuations deflate
rohanpaul_ai · x · 2026-11-09
Bloomberg reports margin calls on leveraged AI positions in Asia and broker warnings that the unwinding may continue, suggesting valuations could fall further before these deals close.
- Anthropic: IPO buyers are discussing a valuation as low as $1.1T, well below earlier estimates of up to $2T and only above its $965B private round; the company began marketing its test-case IPO today.
- OpenAI: cut its fundraising goal from $30B at a $1.4T valuation to about $20B at $1.25T, with roughly $11B committed so far.
- Nscale: saw its requested $30B IPO valuation pushed down to a $16-19B range, showing the repricing extends beyond the two largest model makers.
More from Venture
- Grok app hits 93.4M MAUs, closing in on 100M as October downloads reach 12.7M — XFreeze · 2026-11-09
- SEO teardown: how Dub (DR 82, $20M+ paid out) can win "best affiliate programs" with 6,000 monthly searches — iannuttall · 2026-11-09
- Indie maker shares full SEO/AEO playbook: get your product recommended by AI — tibo_maker · 2026-11-09
- Chinese models capture 89% of enterprise open-source LLM spend, Kimi leads at 61% — pstAsiatech · 2026-11-09
- Sakana AI denies IPO plans: goal is building Japan's national AI champion — SakanaAILabs · 2026-11-09
- Cloudflare gives first $301,300 of $1M Vite Ecosystem Fund to 44 projects — Cloudflare Blog · 2026-11-09