Anthropic announced it achieved adjusted profitability in the third quarter with $16.8 billion in revenue, signaling strong financial progress ahead of its expected IPO by year-end. The AI startup's IPO could significantly impact its major investors, Alphabet and Amazon, who hold substantial stakes but stand to gain differently due to their investment sizes and control levels. Alphabet owns about 14% but with capped control, while Amazon has invested heavily and benefits more from Anthropic's growth, especially through AWS. The IPO marketing may begin in early November, with shares possibly trading before Thanksgiving, marking a key milestone for both investors and the AI market.
Alphabet shares trade at USD 340.40, down 0.95% as of Oct 15, 2026 19:11 WIB on Pluang, while Amazon shares are priced at USD 249.42, down 1.83%. The news of Anthropic’s adjusted profit and upcoming IPO is significant for these major investors, especially Amazon, which benefits more from Anthropic’s growth through AWS. Pluang data shows a higher sell activity for Alphabet at 71% compared to 53% for Amazon, reflecting differing investor sentiment ahead of the IPO.
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