Anthropic readies IPO, locks capacity

Anthropic is sprinting to lock in billions for compute power just as it prepares to go public, but recent turbulence—like a high-profile outage and a pulled $6 billion acquisition—has raised new questions about its reliability and discipline. With its IPO window narrowing, the company’s balancing act is in full view: securing enormous data center leases to fuel future AI projects, while showing investors that it can actually put all that firepower to profitable use. The stakes? Whether Anthropic’s hefty commitments to power and chips match up with its revenue claims and rising costs, especially as it pitches for a valuation that could hit $2 trillion.

But here’s the catch: The numbers aren’t adding up cleanly. While some reports tout an annualized revenue run rate over $65 billion and a rare adjusted profit, others point to big operating losses and years of expected cash burn. And the company’s choice to walk away from acquiring Decart—a promising Israeli AI firm—signals caution about integration risks and regulatory scrutiny, especially with global supply chains and chip dependencies in flux. Then there’s reliability: a simultaneous outage with rivals spooked enterprises and forced fresh scrutiny of Anthropic’s infrastructure, sparking demands for tighter service guarantees before any public listing.

Based on reporting from Bloomberg.com, The Verge, ET Enterprise AI, and Chosunbiz.

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