quote: OVERHEARD: Anthropic has 70–80 LOIs in the market for data center capacity https://x.com/matthew_sigel/status/2090511373440516281 | Anthropic expects to match $SPCX record IPO size or top it. Implies $75B+ at $1.8T+ valuation. Anthropic already has more ARR than SPCX so seems reasonable. Should unlock a lot of investment-grade borrowing capacity to build and buy compute.

quote: OVERHEARD: Anthropic has 70–80 LOIs in the market for data center capacity https://x.com/matthew_sigel/status/2090511373440516281 | Anthropic expects to match $SPCX record IPO size or top it. Implies $75B+ at $1.8T+ valuation. Anthropic already has more ARR than SPCX so seems reasonable. Should unlock a lot of investment-grade borrowing capacity to build and buy compute.

Source:https://x.com/matthew_sigel/status/2090518871392309541