TREE NEWS reports: Major investors are increasingly doubtful that Anthropic’s IPO can proceed at its targeted roughly $1.5 trillion valuation, following a sharp selloff in AI-related stocks. Three investors planning to participate said the valuation may need to be cut, with one pointing closer to $1 trillion, and some questioned whether the listing will be delayed. Anthropic executives and advisers are expected to meet in the coming days to discuss the IPO, which had been planned for the week before Thanksgiving to raise up to $100 billion.
Anthropic IPO at $1.5T valuation in doubt as AI stocks sell off
The doubt now surfacing around Anthropic's target valuation is a sentiment signal as much as a deal-specific one: when planned participants publicly float a lower number, it suggests the AI equity bid that underwrote such pricing has weakened faster than the listing timetable assumed. The read-across extends beyond this one issuer to the wider pipeline of AI-linked offerings that have leaned on headline valuations rather than settled demand. Whether the upcoming discussions produce a repriced deal, a delay, or a decision to proceed on the original terms is the open question worth watching.
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