Anthropic set to make stock market debut as questions swirl about safety of AI

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Anthropic filed for an initial public offering Monday in what could become one of the largest stock market debuts in history — even as its CEO has warned that the advanced AI that the company and its competitors create poses an existential risk to humanity.

Anthropic, the US-based company behind the Claude chatbot, did not disclose in its filing with the Securities and Exchange Commission how many shares it intends to sell nor at what price. The listing could reportedly value the company up to $2 trillion .

Anthropic’s IPO will test Wall Street’s appetite for AI, as the general public, policymakers and the industry’s own technologists raise major questions about the risks posed by AI — and whether the rapidly advancing research and data center buildout should be slowed.

Tech giants including Meta, Google, OpenAI and Anthropic are pouring billions of dollars into the AI race, all hoping to become the dominant player in what they promise will be a society-changing industry. Global spending on AI across services, software, infrastructure and other areas is expected to reach roughly $3.6 trillion in 2027, up from $1.8 trillion in 2025, according to market research firm Gartner.

OpenAI had an early lead following ChatGPT’s launch in November 2022, but the competition has intensified in the last four years. Anthropic’s Claude Code tool quickly became a favorite among software developers after launching in early 2025, and the company sought to replicate that success for other office jobs earlier this year with its Cowork agent.

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Claude Cowork helped kickstart the shift from AI chatbot to agents — and rattled software stocks in the process over anxieties that it could make other businesses’ software tools obsolete. Fintech firm Ramp reported that 43.8% of US businesses paid for services from Anthropic in September, compared to OpenAI’s 40.6% share.

The Claude app has also seen a surge in growth this year. Market intelligence firm Sensor Tower estimates that it has more than 67 million monthly active users as of the third quarter of 2026, compared to 9.4 million a year ago.

Anthropic was valued at $965 billion after raising $65 billion from investors in May.

But OpenAI also beefed up its own agents this year by launching its Codex coding app in February and ChatGPT Work agent in July for accomplishing multistep tasks like writing a brief or analysis.

Now, tech companies are racing to create AI agents that will become the gateway to our entire digital lives, handling everything from shopping to booking restaurants and messaging friends. Anthropic is challenging Meta and OpenAI in this space with its new Duet agent, designed to complete tasks that require taking multiple steps across several apps.

At the same time, Anthropic has landed at the center of ongoing concerns over the breakneck pace of AI advancement.

Last month, CEO Dario Amodei called for an industry-wide slowdown to allow time for safety research, industry standards and regulation to catch up, a sentiment echoed by some other top AI leaders. His essay came after an employee resigned over fears that AI could pose a threat to humanity, and follows reports from Anthropic and its rivals of AI models hacking into other companies during testing.

This is a developing story. It will be updated.

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Anthropic 周一提交了首次公开募股申请，这可能成为历史上规模最大的股票市场首秀之一——尽管其首席执行官警告称，该公司及其竞争对手创造的先进人工智能对人类构成了生存威胁。

总部位于美国的Claude聊天机器人开发公司Anthropic在提交给美国证券交易委员会的文件中，并未披露计划出售的股票数量和价格。据报道，此次上市可能使该公司估值高达2万亿美元。

Anthropic 的 IPO 将考验华尔街对人工智能的接受度，因为公众、政策制定者和业内技术人员都对人工智能带来的风险提出了重大疑问——以及快速发展的研究和数据中心建设是否应该放缓。

包括Meta、谷歌、OpenAI和Anthropic在内的科技巨头正向人工智能竞赛投入数十亿美元，都希望在这个他们承诺将改变社会的行业中占据主导地位。市场研究公司Gartner预测，到2027年，全球在人工智能服务、软件、基础设施和其他领域的支出预计将达到约3.6万亿美元，高于2025年的1.8万亿美元。

OpenAI 在 ChatGPT 于 2022 年 11 月发布后一度领先，但过去四年竞争日趋激烈。Anthropic 的 Claude Code 工具在 2025 年初发布后迅速成为软件开发人员的宠儿，该公司今年早些时候推出了 Cowork 智能体，试图将这种成功复制到其他办公岗位。

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Claude Cowork 推动了人工智能聊天机器人向智能客服的转变，同时也引发了软件股的震荡，人们担心这会使其他企业的软件工具过时。金融科技公司 Ramp 的报告显示，9 月份美国有 43.8% 的企业付费使用了 Anthropic 的服务，而 OpenAI 的市场份额为 40.6%。

今年，Claude 应用的用户增长也出现了激增。市场情报公司 Sensor Tower 估计，截至 2026 年第三季度，该应用的月活跃用户超过 6700 万，而一年前这一数字为 940 万。

Anthropic 在 5 月份从投资者那里筹集了 650 亿美元后，估值达到 9650 亿美元。

但 OpenAI 今年也加强了自己的代理功能，分别于 2 月和 7 月推出了 Codex 编码应用程序和 ChatGPT Work 代理，用于完成编写简报或分析等多步骤任务。

如今，科技公司正竞相开发人工智能代理，这些代理将成为我们整个数字生活的入口，处理从购物、预订餐厅到与朋友聊天等一切事务。Anthropic 公司凭借其新推出的 Duet 代理，在这个领域向 Meta 和 OpenAI 发起挑战。Duet 旨在完成需要在多个应用程序之间执行多个步骤的任务。

与此同时，由于人工智能发展速度过快，Anthropic 也成为了人们持续关注的焦点。

上个月，首席执行官达里奥·阿莫迪呼吁整个行业放缓发展速度，以便为安全研究、行业标准和监管留出时间，其他一些人工智能领域的领军人物也表达了类似的观点。此前，一名员工因担心人工智能可能对人类构成威胁而辞职。与此同时，Anthropic及其竞争对手也相继曝出人工智能模型在测试期间入侵其他公司系统的情况。

这是一则正在更新的新闻，我们将持续报道。