The Financial Times report carried by Folha is timestamped 2026-11-07T04:00:00Z, which is 12:00 in Beijing on 7 November. The byline reads 4:00 on 7 November. The report says Anthropic still plans to list before US Thanksgiving this month. Several investors say the company hopes to raise 80 billion to 100 billion dollars, at a valuation of 1.25 trillion to 1.75 trillion dollars.
The report sets that band next to the current 965 billion dollar valuation, and says it is well below 2 trillion dollars and below about twice what investors expected a month earlier. One large investor says the price may be set quite conservatively, around 1.5 trillion dollars, and move up from there. Others involved in the deal expected about 1.3 trillion dollars. Those are unnamed investors, not a company announcement.
More than half a dozen investors told the paper that the company still intends to list even if chief executive Dario Amodei accepts a lower price. The report also says the odds of a delay rose in prediction markets. It does not give a listing date announced by the company.
The same piece uses this week's selloff as background. It says US stocks lost 3.2 trillion dollars on Thursday the 5th, the tech-heavy Nasdaq fell 6.4 percent, and part of the loss was recovered on Friday. It attributes the acceleration to the Democrats' midterm win and to promises to make data-center construction harder. That is the report's account.
The revenue figures need to stay separate. Third-quarter revenue growth slowed but was still up almost 50 percent, to about 17 billion dollars. The company plans to spend 900 billion dollars on compute and infrastructure in the coming years. The latest annualized revenue is not in the prospectus. People familiar with the matter say that figure is now about 81 billion dollars, against about 65 billion dollars at the end of July. The report notes that the Wall Street Journal had earlier written that annualized revenue was above 80 billion dollars. A figure left out of the prospectus is not a filed term.
The report also says OpenAI cut the valuation it wanted for a private round from 1.4 trillion dollars to 1.25 trillion dollars, and the round's size from 30 billion dollars to 20 billion dollars. That is a comparison inside this piece, not a new notice that cash has arrived.
JPMorgan is expected to hold an information session for prospective investors on 13 November. The report says cash and liquid investments are nearly 150 billion dollars, and people familiar with the strategy say the company wants to raise enough that it does not sell equity again. This reprint does not quote a response from the company.
[1]
要点
- Investors put the raise at 80 billion to 100 billion dollars, and the valuation at 1.25 trillion to 1.75 trillion.
- About 81 billion dollars of annualized revenue is not in the prospectus; about 17 billion dollars is the third-quarter figure.
- The report does not give a listing date from the company.