Anthropic to disclose Q3 revenue today, paving the way for a $2 trillion valuation IPO.

动察 Beating AI News Flash: Anthropic will disclose its third-quarter revenue data to potential institutional investors at its San Francisco headquarters today, in order to gauge investor reaction to its financial performance and listing plans. The company is reportedly advancing an IPO at a valuation of approximately $2 trillion, with plans to list in November. It has previously submitted a confidential listing application to the U.S. Securities and Exchange Commission (SEC), but the specific listing date has not yet been determined.

The disclosure comes as the AI sector faces pressure. Last week, OpenAI updated existing investors with annualized revenue of $50 billion, lower than the $70 billion widely circulated in the market, triggering controversy over revenue accounting standards and dragging down semiconductor stocks and the Nasdaq index. Meanwhile, Broadcom CEO Hock Tan warned that rising interest rates could make access to capital a major constraint on the development of AI companies.

The market will focus on whether Anthropic will clarify its revenue recognition standards, especially whether it includes cloud partner-related revenue, to avoid a repeat of the market misreading caused by OpenAI's data disclosure. This financial data disclosure may affect investors' judgment of Anthropic's growth prospects and further influence its IPO pricing and listing pace.