Anthropic is delaying its planned initial public offering (IPO) to start marketing the offering in mid-October at the earliest. [1]
OpenAI CEO Sam Altman described the current AI infrastructure buildout as 'unsustainable silliness' in an interview. [2] Anthropic is expected to make its initial public offering prospectus public in late September rather than as early as next week. [3] Some investors believe the revised timeline pushes back an offering that could value Anthropic at about $2 trillion. [4]
Two people familiar with Anthropic's financials told Reuters that the company is forecasting revenue of about $190 billion to $200 billion in 2028. [5] Altman assured that OpenAI's own expansion is profitable and backed by real demand. [6] Altman pointed to neocloud providers announcing massive capacity without the revenue or customers to justify it. [7]
Altman stated that too many providers have a 'cost is no object' mindset and are building out crazy amounts of compute even at higher prices. [8]Anthropic está retrasando su oferta pública inicial (IPO) planeada para comenzar a comercializar la oferta a mediados de octubre como muy pronto. [1]
El director ejecutivo de OpenAI, Sam Altman, describió el actual desarrollo de la infraestructura de IA como un "absurdo insostenible" en una entrevista. [2] Se espera que Anthropic haga público su prospecto de oferta pública inicial (IPO) a finales de septiembre en lugar de tan pronto como la próxima semana. [3] Algunos inversores creen que el cronograma revisado pospone una oferta que podría valorar a Anthropic en aproximadamente 2 billones de dólares. [4]
Dos personas familiarizadas con las finanzas de Anthropic dijeron a Reuters que la compañía prevé ingresos de aproximadamente 190 mil millones a 200 mil millones de dólares en 2028. [5] Altman aseguró que la propia expansión de OpenAI es rentable y está respaldada por una demanda real. [6] Altman señaló que los proveedores de neocloud anuncian una capacidad masiva sin los ingresos ni los clientes que lo justifiquen. [7]
Altman declaró que demasiados proveedores tienen una mentalidad de "el costo no importa" y están construyendo cantidades absurdas de cómputo incluso a precios más altos. [8]
Proof8 sources · 2 publishers
What this stands on
Anthropic is delaying its planned initial public offering (IPO) to start marketing the offering in mid-October at the earliest. · The Times Of India
OpenAI CEO Sam Altman described the current AI infrastructure buildout as 'unsustainable silliness' in an interview. · The Decoder
Anthropic is expected to make its initial public offering prospectus public in late September rather than as early as next week. · The Times Of India
Some investors believe the revised timeline pushes back an offering that could value Anthropic at about $2 trillion. · The Times Of India
Two people familiar with Anthropic's financials told Reuters that the company is forecasting revenue of about $190 billion to $200 billion in 2028. · The Times Of India
Altman assured that OpenAI's own expansion is profitable and backed by real demand. · The Decoder
Altman pointed to neocloud providers announcing massive capacity without the revenue or customers to justify it. · The Decoder
Altman stated that too many providers have a 'cost is no object' mindset and are building out crazy amounts of compute even at higher prices. · The Decoder
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