--- format: "aidr-story-markdown/v1" id: "06b32826283114c98e5607f33683dba3f04ce59f75880231ba3c98a4f74dbc09" canonical_url: "https://aidr.today/06b32826?lang=en" title: "Investors Reject $2T Anthropic Valuation in Favor of $1.5T" lang: "en" requested_lang: "en" available_langs: ["en","vi"] translation_fallback: null fallback_fields: [] published_at: "2026-09-30T17:55:00.000Z" category: "Funding" topics: ["anthropic","funding"] source_urls: ["https://marketbrief.now/ai/update-investors-reject-2t-anthropic-valuation-in-favor-of-15t-c316b638","https://huggingnews.com/ai/update-investors-reject-2t-anthropic-valuation-in-favor-of-15t-c316b638"] summary: "A surge in interest rates and the steep cost of expanding infrastructure are prompting a re-evaluation of what Anthropic is worth. Wall Street investors are now pushing back against figures presented by investment bankers, citing the massive capital expenditures required for data centers as a primary risk. These market participants suggest the AI firm should be valued at $1.5T rather than the $2T target currently being floated. The disagreement follows a leaked IPO prospectus that details $518B in total compute spending over the next decade, 80% of which is non-cancelable. This liability includes a commitment to pay SpaceX up to $84.5B for Nvidia-based computing capacity through 2029. The filings also show that Anthropic is forecasting 2025 revenue of $4.6B despite a $42B net loss, which includes a large one-time accounting charge." --- # Investors Reject $2T Anthropic Valuation in Favor of $1\.5T > [Open the canonical story]() **Published:** 2026-09-30T17:55:00.000Z **Category:** Funding **Topics:** anthropic, funding ## Summary A surge in interest rates and the steep cost of expanding infrastructure are prompting a re\-evaluation of what Anthropic is worth\. Wall Street investors are now pushing back against figures presented by investment bankers, citing the massive capital expenditures required for data centers as a primary risk\. These market participants suggest the AI firm should be valued at $1\.5T rather than the $2T target currently being floated\. The disagreement follows a leaked IPO prospectus that details $518B in total compute spending over the next decade, 80% of which is non\-cancelable\. This liability includes a commitment to pay SpaceX up to $84\.5B for Nvidia\-based computing capacity through 2029\. The filings also show that Anthropic is forecasting 2025 revenue of $4\.6B despite a $42B net loss, which includes a large one\-time accounting charge\. ## Sources - [Story source]() - [Story source]()