Anthropic Prepares October IPO and Seeks Over $60 Billion for AI Development

Anthropic, one of OpenAI's main competitors in the generative AI market, is reportedly preparing an IPO as early as October 2026. The company plans to raise over $60 billion and direct a significant portion of the funds toward scaling AI infrastructure in the United States.

IPO Plans

Bloomberg and The Information reported on Anthropic's possible stock market debut, citing sources familiar with the deal discussions. According to these sources, the offering is still in early preparation stages, which means IPO parameters could still change. However, the target already looks very ambitious: the company wants to raise over $60 billion, which immediately puts it among the most notable technology offerings of recent years.

If plans don't shift, Anthropic could go public in October 2026. Goldman Sachs, JPMorgan Chase, and Morgan Stanley are reportedly set to manage the deal. Against the backdrop of discussions about potential IPOs at OpenAI and xAI, this means investors could get several major bets on AI infrastructure and related services all at once — with each company offering its own approach to growth, monetization, and relations with government.

Where the Money Will Go

The capital Anthropic raises is needed not only to expand the team or launch new models. The main goal is to rapidly increase computing power. According to Bloomberg, the company wants to direct approximately $50 billion toward building data centers for AI infrastructure in the United States. For the market, this is an important signal: the AI race is increasingly constrained not by ideas, but by access to electricity, chips, and data center locations. If this plan is confirmed, the money could go toward several directions:

• construction of new data centers for model training and inference
• purchase of server equipment and accelerators
• long-term contracts for energy and cooling
• expansion of cloud and enterprise infrastructure in the United States
• reducing dependence on external partners in critical computing capacity

Another important context is the recent private round. In February 2026, Anthropic already raised approximately $30 billion on the private capital market, with its valuation after the deal reaching $380 billion. MGX from Abu Dhabi was named as the primary investor. In other words, this is not a company urgently needing money for survival, but a player trying to lock in a massive capital reserve in advance of the next phase of the infrastructure race.

What Could Hinder It

Despite investor interest, the future IPO does face political risk. According to reports, a serious obstacle to the offering remains the conflict over Anthropic's relationship with the Pentagon. The company was placed on the American "blacklist" after leadership protested the use of AI for total surveillance of citizens and for automatic target selection followed by weapon use without human involvement in decision-making.

Even for the technology market, this is not simply a reputational dispute, but a question of access to government contracts. On March 26, 2026, the court recognized Anthropic's inclusion on this list as illegal, but this does not guarantee that pressure from authorities will disappear. If the conflict continues, investors will factor in not only business growth rates but also the risk of losing or limiting government contracts.

For a company building expensive infrastructure and competing in a capital-intensive industry, such a factor could significantly affect market appetite and the final valuation at offering.

What This Means

The Anthropic story shows how quickly the AI market is transitioning from an experimental stage to one of mega-scale financial deals. If the IPO happens at the announced level, it will signal that investors are ready to invest tens of billions not only in models and chatbots, but in the foundation — data centers, energy, and infrastructure without which the next wave of AI products simply won't take off.