Anthropic IPO valuation hinges on $190-200 billion 2028 revenue forecast: Reuters
Bankers and investors are using forecast multiples as Anthropic’s revenue run rate jumped to more than $47 billion and margins remain under pressure.
- Investors are modeling an IPO valuation above $2 trillion for Anthropic, with some scenarios stretching as high as $3 trillion for the five-year-old maker of Claude.
- The valuation hinges on projected 2028 revenue of roughly $190 billion to $200 billion, a figure that far exceeds the $47 billion revenue run rate Anthropic publicized in May.
- Anthropic is reportedly in early talks to acquire Israeli startup Decart for $6 billion, a price 50% higher than the company's May valuation of nearly $4 billion.
- Decart's software helps chips run more efficiently, which could reduce Anthropic's infrastructure costs and lower the expense of serving individual Claude requests without purchasing additional hardware.
- David Merkel, a principal at investment firm Aleph Investments, questioned whether AI productivity justifies such valuations, noting the market is entertaining prices once reserved for industrial empires.
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Anthropic has set a revenue target of $200 billion by 2028 ahead of its IPO. Due to massive infrastructure costs, it has adopted a valuation method that reflects future growth potential, and is receiving high market expectations as revenue has grown more than fivefold over the past five months.
SCIENCE & TECH: Anthropic IPO valuation hinges on $190B-$200B 2028 revenue forecast: sources
As Anthropic prepares for what could be one of the biggest IPOs on record, Wall Street is looking further into the future than it commonly does to put a price on the AI company, valuing it based on how much revenue it could generate two years from now. Anthropic is projecting 2028 revenue of roughly $190 billion to $200 billion, according to two people familiar with the company’s financials, a figure that has not previously been reported. The pr…
Anthropic IPO valuation hinges on $190B-$200B 2028 revenue forecast: sources
As Anthropic prepares for what could be one of the biggest IPOs on record, Wall Street is looking further into the future than it commonly does to put a price on the AI company, valuing it based on how much revenue it could generate two years from now.
Mark Cuban’s Stark AI Warning: Why He Sees Venture Capital’s Big Bet Turning Sour
Billionaire Mark Cuban doesn’t mince words. On a recent episode of the All-In Podcast, he laid out a sobering view of the artificial intelligence investment frenzy. The hype is real. The spending is massive. Yet the risks fall squarely on one group: those pouring money into private deals at sky-high prices. “It’s not the traditional dot-com bubble, right?” Cuban said, according to Business Insider. “So, it’s not a bubble that’s going to impact m…
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