# Anthropic reportedly weighing new model launch ahead of possible $2 trillion November IPO

Digest AI · Business & Funding · published 2026-09-18T02:52:00Z · updated 2026-09-20T08:35:25Z

Canonical: https://digestai.news/story/openai-and-anthropic-are-reportedly-exploring-20-30-mw-ai-compute-clus

## Summary

All four outlets report that Anthropic is evaluating the release of a new AI model as competition with OpenAI’s GPT‑6 Astra intensifies. The company is also preparing for a possible initial public offering in November that could value it at roughly $2 trillion and raise up to $100 billion, while its annualized revenue run rate topped $65 billion by the end of July.

Note.com adds several details not found elsewhere: it cites OpenAI’s own projection of about $278 billion in cash burn from 2026‑2030 and $856 billion in compute spend, mentions an antitrust lawsuit filed against Anthropic, OpenAI, SpaceXAI and Google, and reports President Donald Trump’s plan to appoint an “AI czar” and create an “AI Force.” It also notes that the Wall Street Journal says Anthropic pushed its IPO back from October to November. Cryptobriefing points out market pricing that could push Anthropic’s valuation above $2 trillion by December 31, a nuance absent from the other reports.

## Key points

- Anthropic is evaluating a new AI model launch as OpenAI’s GPT‑6 Astra gains enterprise traction.
- A potential November IPO could value Anthropic around $2 trillion and raise up to $100 billion.
- Anthropic’s annualized revenue run rate exceeded $65 billion by July, while GPT‑6 Astra captured ~13% of enterprise AI spend versus Anthropic’s ~8%.

## Why it matters

A $2 trillion IPO and a new model could reshape the AI market, intensify rivalry with OpenAI, and draw massive capital and regulatory attention.

## How the reports compare

Agree: All four sources say Anthropic is considering releasing a new AI model while preparing for a possible November IPO valued near $2 trillion.

Differ:
- Note.com reports OpenAI’s projected $278 billion cash burn through 2030, an antitrust lawsuit against Anthropic and peers, and President Donald Trump’s plan to appoint an AI czar.
- Cryptobriefing notes market pricing suggests Anthropic’s valuation could exceed $2 trillion by December 31, whereas other outlets say ‘near $2 trillion.’

## Sources

1. [Anthropic Eyes AI Model Release Ahead of Potential $2 Trillion November IPO](https://blockonomi.com/anthropic-eyes-ai-model-release-ahead-of-potential-2-trillion-november-ipo) (blockonomi.com, 2026-09-19)
2. [Following OpenAI, Anthropic is also reportedly postponing its IPO](https://the-decoder.com/following-openai-anthropic-is-also-reportedly-postponing-its-ipo) (The Decoder, 2026-09-20)
3. [Dario Amodei Predicted at Davos in January 2025 That AI Could Surpass Humans "at Almost Everything" Within 2 to 3 Years. With Anthropic's Revenue Up 7-Fold This Year, Is That](https://finance.yahoo.com/technology/ai/articles/dario-amodei-predicted-davos-january-134500977.html) (finance.yahoo.com, 2026-09-20)
4. [A 4-Year History of AI Business 2022–2026. What Did ChatGPT, Llama 2, DeepSeek, Claude Code, and AI Overviews Change?](https://note.com/satoshi_yamauchi/n/n5419aa79ca41?hl=en) (note.com, 2026-09-19)
5. [【AI News Morning Edition September 20, 2026】OpenAI Projects $278 Billion Cash Burn Through 2030—AI Competition Shifts from "Intelligence" to "Capital and Governance"](https://note.com/gifted_ixora801/n/nec23887027d5?hl=en) (note.com, 2026-09-19)
6. [Anthropic considers new AI model launch to counter OpenAI’s GPT-6 Astra](https://cryptobriefing.com/anthropic-considers-new-ai-model-launch-to-counter-openais-gpt-6-astra) (cryptobriefing.com, 2026-09-19)
7. [Anthropic weighs new AI model ahead of expected IPO](https://tbreak.com/anthropic-new-ai-model-ahead-ipo) (tbreak.com, 2026-09-19)
8. [Anthropic Could Launch New AI Model Before Possible $2 Trillion IPO in November](https://coincentral.com/anthropic-could-launch-new-ai-model-before-possible-2-trillion-ipo-in-november) (coincentral.com, 2026-09-19)
9. [Anthropic and OpenAI hunt for smaller data center deals, sources tell CNBC, in race to deploy AI capacity](https://cnbc.com/2026/09/18/anthropic-openai-small-ai-data-center-deals.html) (CNBC Technology, 2026-09-18)
10. [Anthropic targets 5GW AI compute capacity by end of 2026: NY Times](https://cryptobriefing.com/anthropic-targets-5gw-ai-compute-capacity-by-end-of-2026-ny-times) (cryptobriefing.com, 2026-09-18)
11. [OpenAI, Anthropic eye 20-30 MW AI clusters in UK, Nordics for expansion](https://cryptobriefing.com/openai-anthropic-eye-20-30-mw-ai-clusters-in-uk-nordics-for-expansion) (cryptobriefing.com, 2026-09-18)
12. [Anthropic, OpenAI quietly chase smaller AI data centre deals: report](https://invezz.com/news/2026/09/18/anthropic-openai-quietly-chase-smaller-ai-data-centre-deals-report) (invezz.com, 2026-09-18)

Part of the developing story: [AI Giants Race Toward Massive Infrastructure and Market Entry](https://digestai.news/thread/openai-and-anthropic-are-reportedly-exploring-20-30-mw-ai-compute-clusters-in) (3 stories)

## Cite

Digest AI, "Anthropic reportedly weighing new model launch ahead of possible $2 trillion November IPO", 18 September 2026, https://digestai.news/story/openai-and-anthropic-are-reportedly-exploring-20-30-mw-ai-compute-clus

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