Analyst says Anthropic could hit $3 trillion valuation eventually
Speaking to CNBC, Ives called Anthropic the ‘hearts and lungs’ of the AI industry, framing its IPO as part of a broader AI investment cycle still in its early stages—around 15% complete, he estimated. He also noted investors will scrutinize Anthropic’s growth trajectory, backlog, and infrastructure spending during its IPO roadshow, emphasizing revenue and profitability as key factors.
Key points
- Analyst Dan Ives estimates Anthropic’s valuation could eventually reach **$2T–$3T**, but sees **$1.5T–$1.7T** as the initial investor target
- Ives calls Anthropic the ‘hearts and lungs’ of AI, comparing the IPO to the **15% mark** of the AI revolution’s timeline
- Investors will weigh Anthropic’s growth, backlog, and infrastructure costs during its IPO roadshow, per Ives
Ives described the current AI market as a ‘white-knuckle period’ but rejected the idea that Anthropic’s IPO signals a peak. Instead, he positioned it as a critical phase in AI monetization, though he admitted high compute costs and spending demands will influence investor decisions. Viram Shah, CEO of Vested, separately urged investors to focus on Anthropic’s revenue model and profitability beyond hype.
Dan Ives Says Anthropic Could Be Worth $3 Trillion Eventually, Calls It ‘Hearts and Lungs’ of AI Trade
finance.yahoo.com · 27 October 2026
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