OpenAI just raised 122 billion at the end of March (Amazon contributed 50 billion, NVIDIA contributed 30 billion, SoftBank contributed 30 billion), valuing it at 852 billion; Anthropic turned around at the end of April asking for 50 billion, with a valuation of 900 billion, aiming to step directly over OpenAI.
Personally, I wouldn't bet on which one wins. First, private market valuations have nothing to do with retail investors in the secondary market. Second, this kind of "arms race" looks grand, but essentially, the bulk of the profits flow upstream. I hold a bit of NVDA, AMZN, and GOOG in my account, which is much steadier than betting on a single AI path.
As for an Anthropic IPO? Just take it with a grain of salt; whether it can list before year-end is still up in the air.
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