Anthropic似乎将在本月推进其IPO，显示出尽管近期出现抛售以及围绕英伟达的争议引发担忧，但该公司对市场对AI交易的胃口充满信心。《华尔街日报》报道，这家前沿AI实验室希望在下周晚些时候上市，目标估值将在几天内确定。
Anthropic looked set to push ahead with its IPO this month, indicating confidence in market appetite for the AI trade despite a recent selloff and concerns over the controversy surrounding Nvidia. The frontier AI lab wants to debut late next week, The Wall Street Journal reported, with a target valuation due within days.
与此同时，芯片巨头台积电宣布，上个月营收同比激增60%，表明为AI基础设施繁荣提供动力的硬件需求持续强劲。然而，投资者已表达谨慎态度，担心AI泡沫即将破裂，忧虑美国对数据中心的反对情绪日益增长——上周的中期选举便是例证——以及营收能否增长得足够快，以证明巨额支出的合理性。
Separately, giant chipmaker TSMC announced a 60% jump in revenue last month compared to a year ago, suggesting persistent demand for the hardware powering an AI infrastructure boom. Yet investors have voiced caution that the AI bubble will soon pop, worried over growing opposition to data centers in the US — exemplified by last week’s midterm elections — and whether revenues will rise fast enough to justify huge expenditure.