Anthropic close to awarding Morgan Stanley and Goldman Sachs top roles in $2tn IPO - FT中文网
登录×
电子邮件/用户名
密码
记住我
请输入邮箱和密码进行绑定操作:
请输入手机号码,通过短信验证(目前仅支持中国大陆地区的手机号)。如果该手机号尚未注册,将自动创建 FT中文网账号。短信可能需要几分钟送达,验证码15分钟内有效,请耐心等待:
请您阅读我们的用户注册协议和隐私权保护政策,点击下方按钮即视为您接受。
FT商学院

Anthropic close to awarding Morgan Stanley and Goldman Sachs top roles in $2tn IPO

AI giant on track to unveil paperwork underpinning its blockbuster Wall Street debut as soon as next week
00:00

{"text":[[{"start":14.76,"text":"Anthropic is close to awarding Morgan Stanley and Goldman Sachs the most coveted roles in its blockbuster Wall Street debut, as the AI behemoth prepares to unveil its initial public offering paperwork as soon as next week."}],[{"start":27.84,"text":"Morgan Stanley was in pole position to secure the prized “lead left” role, according to four people familiar with the matter. Goldman is expected to act as the IPO’s stabilisation agent, a lucrative appointment overseeing the crucial first sessions of trading when Anthropic lists."}],[{"start":44.56,"text":"Morgan Stanley had in recent weeks led discussions with potential Anthropic investors about the price at which it will float its shares, two of the people said. They added that the selection of Morgan Stanley as lead left — the strategic adviser on the deal — was not finalised and could still change."}],[{"start":61.44,"text":"The AI lab behind the Claude chatbot is expected to publicly file its IPO prospectus as soon as next week, several people said, firing the starting gun on an offering that will test investors’ appetite for fast-growing AI ventures months after SpaceX raised a record-breaking $86bn in its listing at a $1.78tn valuation. The people cautioned that the timing was not yet certain and could still slip."}],[{"start":87.4,"text":"Half a dozen Anthropic investors have previously said they expected the group to float at a valuation of $2tn or more, the FT previously reported. If so, early investors are set to unlock tens of billions of dollars in gains."}],[{"start":100.6,"text":"JPMorgan, Citigroup and Barclays are also among the banks expected to get leading roles on the Anthropic deal after providing the group with debt financing."}],[{"start":109.68,"text":"Goldman won the leading role on SpaceX’s offering in June, with Morgan Stanley named as the deal’s stabilisation agent. Both banks took $100mn of the half-billion-dollar fee pot shared between the more than 20 lenders who worked on the SpaceX deal."}],[{"start":124.12,"text":"Morgan Stanley and Goldman will also court Anthropic’s rival OpenAI, which is expected to go public early next year. The lead left role confers control over valuation discussions and decisions around which hedge funds, institutional investors and sovereign wealth funds receive the largest allocations of a company’s stock. It is also a source of bragging rights on Wall Street."}],[{"start":145,"text":"Anthropic has seen its fortunes rise sharply in the past year, and investors expect it will more than double its current valuation of more than $900bn, surpassing SpaceX to become the biggest IPO of all time."}],[{"start":158.48,"text":"Anthropic and Goldman declined to comment. Morgan Stanley did not immediately respond to a request for comment."}],[{"start":166.12,"text":"People familiar with the matter said Anthropic was preparing to hold its roadshow, the rush of multi-city meetings between executives and large investors, near the end of September."}],[{"start":176.44,"text":"The timeline, if it holds, would put Anthropic on pace to begin trading in New York in late September or early October. Anthropic’s performance will be a bellwether at a time when shares in AI stocks have been highly volatile."}],[{"start":190.4,"text":"The group’s revenue in July undershot the most bullish expectations from investors, who projected annualised sales would cross $80bn. Instead, Anthropic told shareholders in August that its July revenue hit a $65bn annualised pace, up from $47bn in May."}],[{"start":209.4,"text":"OpenAI, Anthropic’s biggest competitor, has also enjoyed a resurgence over the past few months — the ChatGPT maker this week released its latest AI model, which it called “the world’s most intelligent” — which some warn could push Anthropic’s valuation lower."}],[{"start":225.16,"text":"Additional reporting by Madhumita Murgia in London and Cristina Criddle in San Francisco"}],[{"start":235.76,"text":""}]],"url":"https://audio.ftcn.net.cn/album/a_1788752463_2487.mp3"}

版权声明:本文版权归FT中文网所有,未经允许任何单位或个人不得转载,复制或以任何其他方式使用本文全部或部分,侵权必究。

埃森哲与“四大”瞄准中型企业市场谋增长

随着AI释放人力、降低服务成本,咨询巨头纷纷将目光投向规模较小的企业,希望以更低价格提供服务。

法拉奇:“我从未支持无休止的战争”

英国改革党领导人在美国共和党中期选举惨败后淡化了自己对伊朗战争的支持。

“蓝色浪潮”对美国经济变革的期待恐将落空

艾肯格林:美国国会的党派构成发生变化,对特朗普剩余任期内的政策制定影响不大。

民主党横扫中期选举,华尔街大金主押注失利

顶级对冲基金经理和私募股权投资公司高管为共和党竞选活动投入逾3亿美元,却几乎未见成效。
6小时前

美国的清晨,市场的黄昏

罗奇:美国中期选举结果再令人震惊,也阻止不了经济金融周期的转向。

共和党为特朗普的失败政策付出代价

特朗普承诺增加制造业就业岗位、提高美国本土出生人口的就业率,但这两项承诺都未兑现。
设置字号×
最小
较小
默认
较大
最大
分享×