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valuation

Valuation in AI is where revenue, growth, burn rate, and investor expectations meet. This tag tracks cases like Anthropic and OpenAI, including funding rounds, annualized revenue, secondary-market bids, and how valuation multiples shift as capital needs change.

16 articles

Anthropic IPO: $965B valuation and SEC filing
Industry News/Jun 30

Anthropic IPO: $965B valuation and SEC filing

Anthropic filed confidentially for a U.S. IPO after a $965 billion valuation and reported $30 billion revenue run rate.

OpenAI’s $122B Raise Pushes Valuation to $852B
Industry News/Jun 28

OpenAI’s $122B Raise Pushes Valuation to $852B

OpenAI’s latest funding round hit $122 billion and lifted its valuation to $852 billion, with most of the money tied to compute and tranches.

Mistral’s €20B valuation hinges on compute
Industry News/Jun 18

Mistral’s €20B valuation hinges on compute

Mistral is talking about a €3B raise at a €20B valuation while building its own compute stack and EU-focused AI infrastructure.

Cloudflare Is Too Expensive to Buy After the Surge
Industry News/Jun 16

Cloudflare Is Too Expensive to Buy After the Surge

Cloudflare’s recent rally has pushed the stock well above the value implied by its cash flows and sales.

OpenAI Files Confidential IPO After $122B Round
Industry News/Jun 13

OpenAI Files Confidential IPO After $122B Round

OpenAI filed confidentially for an IPO after a $122 billion funding deal and a reported $852 billion valuation.

Cloudflare’s AI-agent bet is changing the stock case
Industry News/Jun 8

Cloudflare’s AI-agent bet is changing the stock case

Cloudflare is tying its growth story to AI agents, Anthropic, and new edge infrastructure while investors watch June 30 governance votes.

Anthropic files IPO after $965B valuation
Industry News/Jun 3

Anthropic files IPO after $965B valuation

Anthropic filed confidential IPO plans after a $65 billion round lifted its valuation to $965 billion, setting up a closely watched AI listing.

Why DeFi Technologies Is Still a Speculation, Not a Core Holding
Blockchain & Web3/May 30

Why DeFi Technologies Is Still a Speculation, Not a Core Holding

DeFi Technologies looks operationally improved, but the stock remains a high-risk speculation, not a core portfolio holding.

Palo Alto’s AI bet lets it ride Mythos fear
Industry News/May 28

Palo Alto’s AI bet lets it ride Mythos fear

I break down why Anthropic’s Mythos news pushed Palo Alto higher and what the stock’s premium valuation means now.

Anthropic Nears $30B Raise at $900B Valuation
Industry News/May 24

Anthropic Nears $30B Raise at $900B Valuation

Anthropic is nearing a $30 billion funding round at a $900 billion valuation, which would top OpenAI and set up an IPO push.

CNBC NVDA page turns market data into context
Tools & Apps/May 23

CNBC NVDA page turns market data into context

I break down CNBC’s NVDA quote page and turn its live stock data into a reusable market snapshot template.

$900B Anthropic tops CNBC Disruptor 50
Industry News/May 23

$900B Anthropic tops CNBC Disruptor 50

Anthropic took No. 1 on CNBC’s 2026 Disruptor 50 as revenue hit a $30 billion run rate and a new round eyed a $900 billion valuation.

$900B: Anthropic eyes OpenAI’s valuation lead
Industry News/Apr 30

$900B: Anthropic eyes OpenAI’s valuation lead

Anthropic is said to be raising at over $900 billion, after February’s $380 billion round and OpenAI’s recent $852 billion fundraise.

Anthropic hits $30B revenue, $380B valuation
Industry News/Apr 30

Anthropic hits $30B revenue, $380B valuation

Anthropic hit $30 billion in annualized revenue and closed a $30 billion Series G at a $380 billion valuation on Feb. 12, 2026.

Anthropic 2026 Funding News: $800B Valuation?
Industry News/Apr 21

Anthropic 2026 Funding News: $800B Valuation?

Bloomberg and TechCrunch reported on April 14–15, 2026 that Anthropic is fielding investor offers at an $800 billion valuation or higher, and has not accepted. That comes just two months after Anthropic's February $30 billion round closed at a $380 billion post-money valuation, and one month after the company disclosed $30 billion in annualized revenue, up roughly 14x year over year. So why double your valuation in two months, then decline?

Anthropic valuation news: Why it’s turning down $800B VC offers
Industry News/Apr 18

Anthropic valuation news: Why it’s turning down $800B VC offers

Anthropic is reportedly passing on VC money at an $800B valuation as revenue climbs and its cloud bill keeps growing.