Anthropic’s Mega-IPO Plan Looms Over IPO Market

Watch on YouTube ↗  |  September 02, 2026 at 20:44  |  1:18  |  Bloomberg Markets
Speakers
Scarlet Fu — Anchor, Bloomberg Television

Summary

Scarlet Fu reports on Anthropic's looming IPO and its impact on the US listing calendar. The AI startup's offering is expected between late September and early October and could raise billions at a valuation above $86 billion. Other issuers are trying to list ahead of Anthropic's giant deal, while Anthropic has also signed multiple multi-billion-dollar data center agreements.

  • Anthropic IPO timing is expected between late September and early October.
  • Anthropic still needs to file with regulators, finalize its revolving credit facility, select additional lead banks, and hold an analyst day.
  • The offering could raise billions at a valuation just over $86 billion.
  • Other IPO candidates are rushing to list ahead of Anthropic's IPO.
  • Anthropic signed a $35 billion data center deal with Nvidia-backed cloud provider Lambda.
  • Anthropic also signed a $45 billion West Virginia capacity deal, a $50 billion Fluidstack deal, and a $45 billion SpaceX agreement.
  • The deals position Anthropic as a key customer for data center power.
Ideas
Scarlet Fu Anchor, Bloomberg Television 0:12
Anthropic IPO expected late September-early October.
Anthropic's long-awaited IPO is expected between late September and early October, but still needs to file with regulators, finalize its revolving credit facility, choose additional lead banks, and hold an analyst day; it expects to raise billions in a record-setting deal at a valuation just over $86 billion, making it the anchor event for the US IPO calendar.
ANTHROPIC HIGH
Scarlet Fu Anchor, Bloomberg Television 0:39
Issuers rush IPOs before Anthropic's debut.
Other companies looking to go public are rushing to get ahead of Anthropic's giant IPO, including cloud computing, smart-ring, and power-provider IPO candidates, compressing the post-Labor Day listing window and creating a crowded issuance calendar.
US IPO market MED
Scarlet Fu Anchor, Bloomberg Television 0:55
Anthropic deals boost data center power demand.
Anthropic has emerged as a key customer for data center power, signing a $35 billion deal with Nvidia-backed cloud provider Lambda, a $45 billion deal to rent capacity in West Virginia, a $50 billion data center deal with Fluidstack, and a $45 billion agreement with SpaceX, signaling substantial demand for data center capacity and power.
Data center power providers MED
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This Bloomberg Markets video, published September 02, 2026, features Scarlet Fu discussing ANTHROPIC, US IPO market, Data center power providers. 3 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Scarlet Fu  · Tickers: ANTHROPIC, US IPO market, Data center power providers