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Anthropic Files for IPO at $965 Billion Valuation

CNBC · Story 2 of 6

Anthropic has confidentially filed its draft registration statement (S-1) with the U.S. Securities and Exchange Commission, setting up what could become the largest pure-play AI IPO in history. The filing comes just days after the company closed a $65 billion Series H round that pushed its valuation to $965 billion — nearly tripling the $380 billion it commanded in February 2026.

The numbers are striking. Anthropic's annualized revenue run-rate hit $47 billion in May 2026, up from $9 billion in January — a fivefold increase in just five months. The company is now expected to reach its first operating profit in Q2 2026. For context, this means Anthropic outpaces OpenAI on both revenue ($47B ARR versus roughly $33B) and, at least on paper, valuation. The company also received $40 billion from Google and $25 billion from Amazon as strategic commitments.

The target listing date is October 2026. If successful, the IPO would test public market appetite for AI valuations at a scale never seen before. OpenAI, for its part, is reportedly preparing its own confidential filing targeting late 2026 at an $852 billion post-money valuation after a $122 billion round in March. The race between these two AI labs is entering a new phase — from private funding rounds to public market competition.

Analysis
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Anthropic's IPO filing at $965B valuation marks the start of AI companies entering public markets. The 5× revenue growth in five months suggests enterprise AI adoption is accelerating faster than most analysts predicted.

Frequently Asked Questions
When is the Anthropic IPO expected?

Anthropic is targeting an October 2026 listing on a major U.S. exchange. The confidential S-1 was filed on June 1, 2026.

How does Anthropic compare to OpenAI?

Anthropic has $47B ARR versus OpenAI's ~$33B, and a $965B valuation versus OpenAI's $852B. Both are preparing public listings in late 2026.