Anthropic, a leading AI company, is set to go public in the coming weeks, and several major tech firms are poised to benefit from its growth. Amazon and Alphabet are among the biggest investors in Anthropic, each owning an estimated 15% stake in the company. If Anthropic reaches a $2 trillion valuation at its IPO, these stakes could be worth around $300 billion, representing significant gains for both investors.
Beyond their investment roles, Amazon and Alphabet also serve as key computing suppliers to Anthropic. The company uses a hybrid approach, running workloads on both Amazon and Alphabet's custom AI chips, as well as hardware from Nvidia. This dual role as investors and suppliers positions Amazon and Alphabet to benefit significantly as Anthropic expands its computing needs. Additionally, Anthropic has partnered with Broadcom to design a custom AI chip, which could further boost revenue growth and benefit Broadcom if Anthropic prefers its own chips over those from Amazon and Alphabet.
Among the companies involved, Amazon and Alphabet stand out as the primary beneficiaries due to their substantial investments and computing supply roles. Nvidia, while also a stakeholder, holds a smaller position compared to the other two. The impending IPO of Anthropic is expected to boost the entire AI industry, increasing demand for computing products from all four companies. With OpenAI likely to go public in the near future as well, the landscape for AI computing could undergo significant changes by 2027.