🌎 Macro, Policy & Capital
Anthropic reportedly selected Nasdaq for its potential IPO, targeting October; the listing has not completed.
· ComputeLabs Research · from the September 13, 2026 edition
A Telegram report citing Business Insider and unnamed sources says Anthropic selected Nasdaq for a potential initial public offering (IPO), with October as its target. The supplied material contains no offering prospectus, final pricing, share count, or completed listing announcement.
Separate reports describe financial information shared with investors during IPO preparations. One says second-quarter revenue exceeded $11.5 billion and that Anthropic achieved its first profitable quarter; a Financial Times summary more specifically describes expected current-quarter adjusted operating profit, excluding stock-based compensation and certain special or one-time costs.
Unnamed sources also reported a gross margin above 80% before revenue-sharing payments to distribution partners such as Amazon and model-training costs. Those exclusions are essential to the metric’s scope: the figure is not presented as a margin after those costs.
Anthropic reportedly identified improved compute efficiency as a central contributor to margin improvement. The same investor-material summary says the company cautioned that future quarterly profitability was not assured because of continued spending on frontier models and compute infrastructure; the current-quarter profit statement remains an expectation, not a completed result.
Additional reporting
- Anthropic
- Nasdaq

