Investors are tracking eight public companies, including Amazon, Salesforce, and Nvidia, that hold significant equity stakes in Anthropic as the AI firm eyes a massive upcoming IPO.
Salesforce's Anthropic stake is now worth $5.1 billion, and a $2.6 billion unrealized gain contributed $2.53 to adjusted EPS, sending shares up 23% in one session.
Amazon is Anthropic's largest backer with up to $33 billion committed, and its 10-Q already shows billions in fair-value gains from the stake.
Alphabet has invested $13.3 billion in Anthropic and committed up to $40 billion more, with its combined private stakes marked at roughly $124 billion.
Nvidia pledged up to $10 billion to Anthropic, deepening its ties across major AI labs and helping push Anthropic's valuation toward $350 billion.
Microsoft committed up to $5 billion to Anthropic alongside a new Azure partnership, diversifying its AI bets beyond OpenAI.
Zoom's $97 million investment in Anthropic has ballooned to a $3.13 billion stake, significantly boosting its asset value.
ServiceNow invested in Anthropic's Series F and formed a partnership to embed Claude into its platform, potentially boosting enterprise AI offerings.
SK Telecom's original $100 million Anthropic investment is now worth $2.5 billion, and management added to the position ahead of the IPO.
As Anthropic prepares for a potential $2 trillion IPO, retail investors are seeking ways to gain exposure to the AI giant. While direct shares remain unavailable, eight publicly traded companies hold significant equity stakes in the firm, with several already reporting substantial unrealized gains on their balance sheets.
No, Anthropic is currently a private company and has not yet launched its IPO, meaning retail investors cannot purchase shares directly.