Anthropic’s Upcoming IPO: A Game Changer for AI Stocks Amid SpaceX Competition

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Anthropic’s IPO on the Horizon

Anthropic, the AI company behind Claude, is set to go public by November, targeting a valuation of $2 trillion. The firm reported a staggering revenue growth of over 1,000% in 2025, reaching $4.6 billion, while suffering a net loss of $42 billion largely due to an accounting charge.

In Q2 2026, Anthropic generated $11.5 billion in revenue, significantly outperforming rival OpenAI, which reported $6.7 billion. Anthropic also achieved an adjusted operating profit of $559 million, contrasting with OpenAI’s loss of $12.3 billion. The upcoming IPO is viewed as a pivotal event for the AI sector.

Anthropic’s rapid growth outpaces that of SpaceX, which previously went public at a $1.75 trillion value. Investors are watching closely, as successful market entry could bolster AI infrastructure stocks and signal continued growth in the industry.

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