Newcomer · 2 October 2026

Anthropic's IPO Can't Wait Forever

Eric Newcomer

Anthropic eyes a November IPO despite uncertain public markets and massive spending ($8B operating loss, $518B committed infrastructure spend), while OpenAI delays to 2027 and raises privately at $1.4T; AMD acquires World Labs for $8.2B to compete in AI infrastructure.

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Topics: AI Infrastructure · Semiconductors · Venture Capital & Startups

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