Anthropic, 미국 IPO 신청서 제출… 800억 달러 손실 공개, AI 사업은 빠르게 성장

Anthropic has revealed an $80.7bn (£60bn) first-half loss as the AI giant filed for a blockbuster US stock market listing that could value the company at up to $2 trillion.

The Claude developer published its long-awaited IPO prospectus with the US Securities and Exchange Commission on Monday, offering investors their first detailed look at its finances ahead of what could become one of the largest flotations in history.

Revenue surged to $16.3bn in the six months to June, up from $1.1bn a year earlier, as businesses ramped up spending on its AI models and coding tools.

However, the company reported a net loss of $80.7bn over the same period, including around $72bn in non-cash accounting adjustments linked to convertible debt and other financing instruments. It lost $42bn in 2025.

Anthropic also spent $9bn on AI infrastructure in the first half of 2026, compared with $7.3bn across the whole of last year, underlining the mounting costs of developing and operating advanced AI models.

The company has committed hundreds of billions of dollars to computing infrastructure in the coming years, including cloud agreements with Amazon and Google.

**Anthropic targets record-breaking valuation**

The San Francisco-based company plans to list on the Nasdaq under the ticker ANT, with Goldman Sachs and Morgan Stanley leading the offering.

Its market debut could come as early as November, although the company has yet to confirm a listing date or offer price.

Investment bankers have reportedly targeted a valuation of between $1.5 trillion and $2 trillion, although recent market volatility has raised questions about investor appetite for richly valued AI companies.

The listing would provide Anthropic with access to public capital markets as it competes with OpenAI and Google to develop increasingly powerful models.

Founded in 2021 by former OpenAI executives Dario and Daniela Amodei, Anthropic has built a substantial enterprise business through its Claude chatbot and coding products.

Its prospectus also highlighted the risks associated with developing advanced AI, including potentially harmful model behaviour and an increasingly complex regulatory environment.

The company has faced scrutiny over its safety practices in recent months after former researcher Jacob Coxon accused Anthropic and OpenAI of "racing straight to self-improving superintelligence".

The IPO comes amid growing investor concern over whether the enormous sums being invested in AI infrastructure will deliver sufficient returns.

Jared Carmel, co-founder of Manhattan Venture Partners, an early Anthropic investor, said a $2 trillion valuation was not unreasonable given the company's rapid revenue growth.

"The market isn't pricing a chatbot. It's pricing an infrastructure layer for how every business is going to run," he said.