FT 报道,因投资者需求旺盛,Anthropic 承销商计划上调 IPO 定价,把目标估值拉回 $1.5T 或更高。周二文件设定 $70-$78 的发行区间,计入员工期权和受限股后对应 $1.26T-$1.41T 估值;若定价超出区间,募资将超过 $100B,其中 Google、Nvidia 和 Microsoft 将按 IPO 价格投资 $26B。
报道补充了定价区间、募资用途和三大科技公司的入股安排,可帮助读者理解这桩 IPO 的资金结构与定价逻辑。
FT: Anthropic’s bankers plan to raise its IPO price after heavy investor demand, lifting the target valuation back to $1.5T or more.
Tuesday’s filing set a $70-$78 share range, implying $1.26T to $1.41T once employee options and restricted shares are counted.
Pricing above that range would push proceeds past $100B, including $26B that Google, Nvidia and Microsoft will invest at the IPO price.
Three backers say Anthropic now cares more about raising cash than maximizing valuation, because it plans about $900B of compute and infrastructure spending.
在 X 查看被引用的帖子Anthropic forges ahead with IPO roadshow
They will sell up to 825M shares at $70 to $78 each, a range that values it at as much as $1.4T.At the top of that range the deal raises about $64.4B, and Anthropic itself takes roughly $62.5B from 801M new shares.
Existing stockholders are selling only 23.6M shares, so almost all the cash funds the company instead of letting early investors exit.
Earlier talk had pointed to as much as $2T, and the cut follows a tech selloff and midterm results showing voters souring on AI data centers.
Even reduced, the price sits above the $1.25T private valuation OpenAI reached last week.
Shares are expected to start trading on Nasdaq under the ticker “ANT” as soon as Thursday or Friday next week.
来源:Rohan Paul · x.com
事件后续 · 7+
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