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Anthropic elige a Morgan Stanley y Goldman Sachs para su IPO, mientras que SpaceX suministra $1,25 mil millones mensuales en computación de IA
Key Points
- Anthropic selects Morgan Stanley and Goldman Sachs as lead underwriters; JPMorgan Chase joins the syndicate.
- Company aims for an October IPO after filing a confidential registration statement.
- SpaceX provides Anthropic with about 325,000 Nvidia chips, costing $1.25 billion per month through May 2029.
- The computing contract represents roughly $15 billion in annual expenses for Anthropic.
- Anthropic posted $10.9 billion in Q2 revenue and $559 million operating profit.
- Pentagon designates Anthropic a supply‑chain risk due to restricted military access to its models.
- Anthropic competes with OpenAI for investor attention and valuation benchmarks in the AI IPO wave.