Compass Investments

As part of its planned IPO, Anthropic could be valued at around $2 trillion. LINE_BREAP Public discontent with AI data centers is becoming one of the main risks for the company.

Furthermore, Anthropics annual revenue recently exceeded $65 billion, and in the second quarter, the company earned $11.6 billion.

Anthropic is preparing to go public, while more and more Americans are opposing the construction of AI data centers near their homes.

People are also growing increasingly concerned about AI, and this discontent is expected to be reflected in the companys IPO filings as a serious threat.

In June, Anthropic quietly filed for an initial public offering that could be one of the largest in global market history.

Today, investors estimate that the company behind the Claude project could be worth about $2 trillion. Local communities are also wondering how much electricity, land, and infrastructure these facilities will require to operate cutting-edge artificial intelligence systems.

These concerns are beginning to surface even in the early stages of Anthropics fundraising efforts. So far, Anthropic has held private preliminary meetings in San Francisco. These meetings take place behind closed doors, and the names of the participants have not yet been disclosed.

Meanwhile, Anthropics CFO, Krishna Rao, is fielding questions about competition, margin pressure from open-source models, and a slowdown in data center construction. LINE_BREAP Elon Musks SpaceX (SPCX), which competes with Anthropic through its AI division, raised $85.7 billion in funding as a result of its initial public offering last monththe largest IPO in history. Anthropic is expected to raise even more funds if the companys valuations hold up.

Anthropic needs significantly more computing power to meet demand for Claude and new AI products. Like OpenAI, the company is pushing its infrastructure partners to accelerate the pace of construction. , “detected_source_language “: “EN

This year, tech giants are spending hundreds of billions of dollars on infrastructure, including data centers and the graphics processing units installed within them. These facilities are used to train complex models and launch new AI services at scale.

“”,”detected_source_language”:”RU

A Gallup poll published in May showed that seven out of ten Americans do not want AI data centers built near their homes. Nearly half of respondents said they were strongly opposed.

Only about a quarter of those surveyed supported local projects. Securing sufficient computing power is already a major challenge for Anthropic ahead of its IPO. The company needs data centers, chips, and electricity to meet the demand for its services.

Anthropic was founded in 2021 by CEO Dario Amodei and other former OpenAI employees who left the company due to disagreements over the development of AI. For many years, this startup was considered to be lagging behind OpenAI.

Dario and his team spent years building AI systems capable of writing code, engaging in long conversations, and automating business processes. Then the Claude Code project gained momentum. As the programming product improved, Anthropics revenue grew rapidly.

The company told its early investors that it expects to further refine its AI models. Management believes that more powerful models will allow Anthropic to continue charging high prices, even as competitors offer cheaper products.

Investors want to know how Anthropic plans to maintain these high prices as open-weight models become more widespread. These models make the computations underlying their systems publicly available and may cost less than Anthropics products.

Anthropics investors believe that the market for its AI services could eventually reach several trillion dollars. They expect AI to take a huge share of office work. As the IPO approaches, revenue growth is expected to be one of the key topics of the presentation.

According to The New York Times, two investors expect Anthropic to report more than a 10-fold increase in revenue compared to the previous year.

The company has already shared updated financial figures with investors ahead of its IPO. Last month, Anthropics annual revenue exceeded $65 billion.”,”detected_source_language”:”RU