AI safety fears loom over IPOs: Here's what you need to know

Watch on YouTube ↗  |  September 14, 2026 at 15:46  |  7:41  |  CNBC
Speakers
Kate Rooney — Technology Reporter
Leslie Picker — Chief Correspondent, CNBC

Summary

CNBC's Kate Rooney and Leslie Picker discuss how new AI safety warnings from Anthropic CEO Dario Amodei are affecting the AI IPO pipeline. Anthropic reportedly still plans to proceed with its IPO, with investors citing strong growth and back-to-back adjusted profitability, while OpenAI's IPO timeline remains stretched. The commentary is putting some pressure on AI infrastructure shares, but no major selloff has emerged yet.

  • Anthropic CEO Dario Amodei proposed third-party evaluations, safety standards, and international coordination for powerful AI models.
  • AI safety warnings gained urgency after Anthropic researchers and other AI leaders debated existential risk and lab responsibility.
  • President Trump criticized Amodei and framed AI guardrails as needing a strong and smart president.
  • Anthropic has confidentially filed for an IPO and sources say it plans to proceed, selecting Nasdaq and speaking with potential anchor investors including Nvidia.
  • Investors expect Anthropic's IPO to move forward, pointing to strong growth and back-to-back quarters of adjusted profitability.
  • OpenAI has also confidentially filed, but its IPO timeline is stretched by business complexity and a desire to scale enterprise before listing.
  • Weekend safety commentary is pressuring AI infrastructure shares, though no major selloff has developed.
  • Questions remain about retail demand for AI IPOs amid AI unpopularity and pushback against data centers.
Ideas
Kate Rooney Technology Reporter 1:34
Safety push may help Anthropic IPO
Weekend safety warnings from Anthropic CEO Dario Amodei and researchers may actually help Anthropic's IPO by positioning the company as a more responsible player and reducing regulatory and liability risks. Investors say Anthropic's growth rate remains off the charts and expect the IPO to proceed, and sources confirm back-to-back quarters of adjusted profitability. Its public benefit corporation structure may also give it legal cover for balancing mission and profit.
Anthropic IPO HIGH
Leslie Picker Chief Correspondent, CNBC 3:23
OpenAI IPO timeline remains stretched
OpenAI has confidentially filed, but its IPO timeline has long been stretched because of the complexity of its business and its desire to scale the enterprise side before a debut. Sam Altman has also said it would be ill advised to go public now due to safety concerns.
OpenAI IPO MED
Leslie Picker Chief Correspondent, CNBC 3:43
AI infrastructure faces safety-commentary pressure
Weekend AI safety commentary and political pushback are putting some pressure on the AI infrastructure space, but there has not been a major selloff yet, leaving it a developing risk to monitor.
AIQ MED
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This CNBC video, published September 14, 2026, features Kate Rooney, Leslie Picker discussing Anthropic IPO, OpenAI IPO, AIQ. 3 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Kate Rooney, Leslie Picker  · Tickers: Anthropic IPO, OpenAI IPO, AIQ