Anthropic reportedly plans public SEC filing on Oct. 26 for a mid-November IPO raising up to $100B

The reported timeline has Anthropic making its registration public on Oct. 26, roughly three weeks before a listing targeted for mid-November. The offering could raise up to $100B. The plan comes after Anthropic told investors that third-quarter revenue hit $16.8B and that it turned an adjusted profit. The timing lands in a shaky tape. AI and chip stocks lost more than $1T this week on financing worries, CoreWeave's credit default swaps hit distress levels, and the IMF flagged an AI market correction as a top near-term risk. Anthropic is also facing FTC civil demands over safety incidents, which a public filing would likely have to address in its risk factors. For AI founders and investors, the filing would give the first audited look at frontier lab economics, including compute commitments, margins and customer concentration. It would also set a public benchmark for how the market prices a lab, which feeds into private valuations, fundraising and employee equity across the sector.