This week, [OpenAI] (httt;htttvnixpress.net/openai-bi-nat-nop-ho-so-iso-ipo 503552.2) - The parent company ChatGPT became the latest AI Giant announces plans to release the stock for the first time (IPO). Earlier, Anthropic stated that he had secretly filed IPO files the previous week. In the meantime, [SpaceX] (htttms ://nvniexpress.net/spacex-nop-don-ipo-5057518.html) - mother company of xAI - expected to make IPO on 12/6.
These three semi-finals are expected to bring the best view of the AI market's health. That is also to say that the AI sectors of these three companies - which have come close to the rate of a trillion dollars—will have to be more closely supervised than ever before, when Wall Street requires growth rates to explode quarterly.
"As a private company, the market expectations seemed to be in control. But in the public market, the view would be harsh", Nigel Green - CEO of financial consulting deVere Group said on *CNN. *
OpenAI and Anthropic can do IPO this year. Image: Reuters
Wall Street has been very high expectations for AI and almost doesn't accept any results other than strong growth. For example, Broadcom chip company - partner of OpenAI and Anthropic - has just released quarter sales before increasing 48% and semi-finals expected 180% growth over the same year.
However, that has not pleased the investor. Broadcom stock fell in total over 13% of the previous week - the most powerful since September/224.
The AI chip share group last week also fell with. Nasdaq Commercial Index dropped three consecutive sessions, while S&P 500 noted the most heavily reduced session since October. An ETF fund tracks the chip stock group remembers 15% of the value in a single week.
"People always want more", Stacy Rasgon - Bernstein's market analyst, remarked on the chip stock group.
Even Nyvid faced similar pressure. In 1/2025, the chip used to lose the 600 billion dollar capital record in just one day after the new match from China DeepSkeek appeared on the market.
OpenAI and Anthropic are more likely to be rated by the same standard, when the business activities of these two companies are considered to be the growth measure of the entire AI industry. Wall Street will also follow whether two businesses have enough financial resources to maintain massive investment for the AI sublevel.
For some time, companies such as OpenAI and Anthropic both revealed their growth rate somewhat. However, they released these figures voluntarily, rather than under legal obligation.
OpenAI said to have raised $12 billion in March, thereby raising the company's prices to $852 billion. The business also reveals that it is producing $2 billion of revenues per month, increasing dramatically over a $1 billion per quarter.
ChatGPT last month also became an app that reached the fastest 1 billion users in history, according to the Seneca Tower Analysis Company. When applications such as Google Maps, TikTok and YouTube take from 5-8 years to reach this landmark, ChatGPT takes only about three years.
Meanwhile, Anthropic's ratings increased from 380 billion in February to $965 billion in May, crossing OpenAI. The company also stated that it had reached the annual revenue (run-rate revenue) 47 billion. This is a year-long revenue estimate based on present results. According to the Ramp Financial Technology Company, the number of businesses using Anthropic passed OpenAI for the first time in May.
The fact that IPO can show OpenAI and Anthropic were confident enough in the course to advance to profit, to face the supervision of Wall Street. However, profit is only the beginning.
Professional analysts will constantly question CEO OpenAI Sam Altman and CEO Anthropic Dario Amodei in business performances, seeking evidence that their business has almost unlimited potential for growth. That means they may have to go public with problems like slow release of new AI models, or how to convert those models into paying products.
The product strategy changes, such as the decision to close the OpenAI video Sora video, will also face more questions from the investment world. "The private investors can place their bets on a vision and wait for years to see results. But the public market rarely allows that," wrote Green.