OpenAI, Anthropic, SpaceX along with spades of other technology companies and companies from other sectors are about to stage an IPO in 2026, according to various media reports. SpaceX already did its IPO.
OpenAI raised 122 billion USDl currently at a post money 852 billion USDs valuation, Anthropic raised 65 billion USD at 965 billion USDs post money valuation and SpaceX staged an IPO on Thursday last week and is currently valued at 2.43 trillion USDs, 15 % above its IPO price.
OpenAI, Anthropic, SpaceX's AI business are currently heavy loss making. SpaceX' AI business recorded a net loss of (6.36) billion USDs.
If OpenAI, Anthropic which loose billions of USDs per year complete a successful IPO and other companies from other sectors that are also loss making complete also IPOs successfully, this could signal that we are in an artificial intelligence, AI bubble, which inflates assets across the global economy.
At the peak of the internet Dot Com bubble and subsequent bust, companies, which either had no revenue or were heavy loss making were staging IPOs and that signaled the peak of the internet Dot Com bubble.
Now, many analysts and investors say companies like OpenAI, Anthropic, SpaceX and even the magnificent 7 Apple, Microsoft, Alphabet, Amazon, Meta, Tesla and NVIDIA have revenue and that could substantiate their high for the magnificent 7 valuations and exorbitant for OpenAI, Anthropic, SpaceX valuations. If the AI boom does not turn into a bust.
The coming sky high IPO valuations of OpenAI, Anthropic and SpaceX's IPO already priced and with market capitalization of 2.43 trillion USDs along with spades of other technology companies could well signal the top of the current artificial intelligence, AI boom which could be followed by a bust, defined by the Nasdaq Composite falling more than 62 % from its recent stock market high.
No comments:
Post a Comment