BlockBeats News, August 15th, as the AI company Anthropic's valuation continues to soar, the market has begun to reexamine whether the artificial intelligence investment frenzy is entering the "bubble territory." Reports suggest that Anthropic is planning to IPO, with the market expecting its market debut valuation to exceed $2 trillion, potentially becoming one of the largest IPOs in history.

Anthropic has experienced rapid growth with its Claude series AI models, attracting significant investor attention. The company was previously valued at around $965 billion during its fundraising in May 2026, but recent secondary market trading prices have further driven its valuation to even higher levels.

Supporters argue that Anthropic's high valuation reflects the speed of AI commercialization and its future growth potential. The market expects the company's annualized revenue by the end of 2026 to reach the range of $10 billion to $12 billion, with investors betting on the continued penetration of AI models in the enterprise market.

However, skeptics point out that the current AI industry is facing a contradiction between valuation and profitability. Top AI companies including Anthropic and OpenAI still need to invest substantial funds in computing power, data centers, and model training, and there remains uncertainty about whether future revenue growth can cover infrastructure costs.

Some investors warn that the AI investment frenzy bears similarities to the Internet bubble era, with a large amount of capital being prematurely wagered on yet-to-be-realized future returns. Nevertheless, some believe that AI is different from the Internet bubble, as leading companies in the field have already demonstrated real business demand and rapid revenue growth.

As AI giants like Anthropic and OpenAI prepare for IPOs, the true value and market valuation of the AI industry will face greater scrutiny in the capital markets.