Anthropic IPO demand so strong bankers weigh higher price at $1.4T valuation
firstadopter · x · 2026-11-11
FT reports Anthropic's bankers (Goldman Sachs, Morgan Stanley) are weighing raising the IPO price after strong investor demand, just a day after disclosing a $1.4T valuation target for next week's listing.
The poster argues this refutes recent bearish FUD, citing CoreWeave earnings details (demand, GPU pricing, pre-payment funding), early-November Korean chip exports up 300% YoY, Congress advancing pro-data-center energy permit legislation, and TSMC calling demand "insatiable." Chip stocks surged in pre-market trading (NVDA +5.33%).
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