StocksMediumUpdated×2Originally published 18 September 2026Updated 18 September 2026
1 min read

Anthropic Shifts IPO Timeline to November Amid $100B Revenue Target

Key Facts

1Anthropic revealed that its Claude chatbot is now leading 26% of its own AI research and development.
2SoftBank is closing the week with nearly $21 billion in potential fresh borrowings to build out its AI financing capacity.
3Crusoe closed nearly $4 billion in fresh funding to build the infrastructure powering AI.

In a move reflecting a recalibration of tech listing timelines, Anthropic has shifted its planned initial public offering (IPO) from October to November 2026. The company maintains its aggressive growth narrative, targeting $100 billion in annualized revenue as its Claude chatbot successfully automates 26% of internal research and development tasks.

This scheduling shift occurs amid significant capital activity in the AI space, with SoftBank Group nearing $21 billion in new debt financing and Crusoe securing $4 billion for infrastructure. Per market data, SoftBank (SFTBY) shares closed at $21.15 (close September 17, 2026), suggesting steady investor interest in AI-linked liquidity despite the adjusted IPO calendar.

Market participants are now recalibrating expectations for a November debut, monitoring SFTBY price action near the $21.15 level (close September 17, 2026). With no major sector catalysts in the upcoming 7-day economic calendar, the focus remains on Anthropic’s ability to validate its $100 billion revenue projections ahead of the revised autumn listing.