Release2026-10-26

Anthropic filed to go public on Nasdaq under the ticker 'ANT'. It reported a $80.7 billion loss in the first half of 2026. Its net revenue retention stands at 900%. The company plans to list after a confidential SEC filing in June. Dario Amodei co-founded Anthropic in 2021 after leaving OpenAI. Growth has been driven by Claude Code and models like Fable 5 and Mythos 5. Anthropic temporarily disabled Fable 5 and Mythos 5 in June due to a US export control directive. A federal judge later ruled the Pentagon’s ban on Anthropic illegal. The FTC demanded testimony from Anthropic executives as part of an AI safety probe. Anthropic spends $3.1 billion monthly on SpaceX compute capacity. Climate change may increase its operating costs over time. Goldman Sachs and Morgan Stanley are the lead underwriters.

What changed

Anthropic was privately held and its financials were confidential.

What it unlocks

Public investment in Anthropic through Nasdaq under ticker 'ANT'.

  • 900% net revenue retention
  • $80.7B first-half 2026 loss
  • $3.1B/month compute spend with SpaceX
  • 2 disputes with Trump administration

What you need to act on it

  • IPO completion
  • SEC approval

Sources

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