OpenAI正开展上市筹备的基础工作，估值最高可达1万亿美元，这家ChatGPT开发商计划最快于2026年 下半年向证券监管机构提交上市申请。此前，OpenAI首席财务官曾表示IPO并非公司此前的短期规划。 去年12月消息显示，Anthropic已聘请Wilson Sonsini律师事务所开展上市筹备工作，最早或于2026年登 陆资本市场。该公司发言人当时称，尚未确定上市具体时间及相关计划。 市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 本文源自：市场资讯 市场对新股上市的需求攀升，叠加SpaceX等头部私营企业的发展势能，为2026年美国首次公开募股市 场注入增长动力，行业有望迎来爆发式增长。 高盛上周指出，若今年有头部企业登陆资本市场，2026年美国IPO总收益有望达到创纪录的1600亿美 元。市场参与者普遍看好今年超十亿美元规模的大型IPO项目，这一乐观预期得益于处于发展后期的私 营企业的充足储备。 不过行业仍存在潜在风险，近期软件股抛售行为或对该行业的IPO发行活动形成压制，而软件行业在当 前IPO积压项目中占比可观。 SpaceX正推进大型IPO计划，估值有望 ...

Core Insights - Dan Romero and Varun Srinivasan have joined Tempo, a blockchain focused on stablecoins, after their previous venture Farcaster was acquired [1][3] - Romero views stablecoins as a generational opportunity and aims to make them mainstream, while Srinivasan emphasizes the importance of building a global payments network that is fast, inexpensive, and transparent [2] Company Developments - Farcaster was acquired by Neynar, which will take over its smart contracts, code repositories, and other assets, as the platform struggled to gain user traction [3] - Romero plans to return all $180 million raised by Farcaster to its investors following the acquisition [4] Talent Acquisition - The move to Tempo positions Romero and Srinivasan at the forefront of the crypto industry, building on their previous experience at Coinbase [5] - Tempo has been enhancing its team, recently adding notable figures such as Dankrad Feist, Liam Horne, and Mallesh Pai [6] Project Progress - Tempo launched its testnet in December, with a full launch planned for later this year [7]

Anthropic is in the final stages of raising $20 billion in new capital at a valuation of $350 billion, Bloomberg reports, with investor demand leading the company to raise twice the funding it set out to obtain. The company raised $13 billion in equity funding just five months ago, but intense competition between frontier labs and the ongoing cost of compute has made it eager to raise as quickly as possible. Firms expected to participate in the round include Altimeter Capital Management, Sequoia Capita ...

Core观点 - CoreWeave, a cloud-based AI infrastructure provider, has seen its stock price increase significantly from $40 to nearly $100 since going public in March 2023, driven by its strategic pivot from Ethereum mining to AI services [1] 分组1: 公司背景与发展 - CoreWeave transitioned from an Ethereum mining company to an AI infrastructure provider after the 2018 cryptocurrency crash, repurposing its GPUs for AI tasks [2] - The company invested $100 million in Nvidia's H100 data center GPUs in 2022 to support its expansion into AI services [2] - CoreWeave expanded its data center operations from three at the end of 2022 to 33 across the U.S. and Europe [4] 分组2: 财务表现与预期 - CoreWeave's revenue surged from $16 million in 2022 to an expected $1.9 billion in 2024, with projections of $5.1 billion in 2025 [5] - Analysts forecast that revenue could nearly quadruple to $19.5 billion from 2025 to 2027, with profitability anticipated by 2027, driven by deals with major AI companies [6] 分组3: 市场估值与挑战 - CoreWeave currently has a market cap of $46.9 billion, trading at less than four times this year's sales [7] - Approximately 70% of CoreWeave's revenue is generated from Microsoft, indicating a reliance on a single client [8] - The company may need to take on more debt and issue additional shares to fund its aggressive expansion strategy [8] - A failed acquisition attempt of Core Scientific for $9 billion suggests potential future dilutive acquisitions [8] 分组4: 未来展望 - If CoreWeave meets analysts' expectations and trades at five times sales, its market cap could exceed $98 billion by early 2027, representing a significant potential gain [9]

对新股上市的渴求，以及埃马斯克的太空探索技术公司（SpaceX）等备受瞩目的私营公司的发展势 头，为美国首次公开募股市场迎来爆发之年奠定了基础。 高盛上周预测，如果今年有知名企业上市，到2026年美国首次公开募股的收益可能达到创纪录的1600亿 美元。 市场参与者也对今年规模超过十亿美元的首次公开募股（IPO）抱持乐观态度，这得益于后期私营公司 强劲的储备。 然而，风险依然存在，近期软件股的抛售可能会抑制该行业的发行活动，而该行业在IPO积压中占有相 当大的份额。 以下是预计在2026年进行的一些大型IPO的概况： SpaceX 马斯克旗下的太空探索技术公司（SpaceX）正计划进行一次大型IPO，其估值可能超过1.5万亿美元，最 快可能在6月份进行。 SpaceX上周宣布以创纪录的交易收购人工智能初创公司xAI，将马斯克的人工智能和太空雄心结合在一 起。 如果SpaceX融资超过256亿美元，它将成为全球最大的IPO，超过石油巨头沙特阿美在2019年的上市。 OpenAI正在为IPO奠定基础，其估值可能高达1万亿美元，这家ChatGPT制造商考虑最快在2026年下半 年向证券监管机构提交申请。 OpenAI ...

Feb 9 (Reuters) - Pent-up demand for new listings and a strong pipeline of high-profile private companies such as Elon Musk's SpaceX is ​setting the stage for what could be a breakout year for ‌the U.S. initial public offering market. Goldman Sachs predicted last week that proceeds from U.S. IPOs ‌could vault to a record $160 billion in 2026, should the marquee names go public this year. Market participants are also optimistic on a bigger year for billion-dollar-plus IPOs, underpinned by a strong pipel ...

Core Insights - Databricks has completed a $5 billion equity financing at a valuation of $134 billion, along with an additional $2 billion in debt financing [2][6] - The company reported an annualized revenue of $5.4 billion for the January quarter, representing a 65% year-over-year growth, and achieved positive free cash flow over the past year [2][6] - Databricks is preparing for an IPO when the timing is right, with 2026 expected to be a significant year for tech IPOs [2][6] Company Performance - Databricks' AI-related products have reached an annualized revenue of $1.4 billion, contributing to the company's overall growth [2][6] - The company has accelerated its expansion, with a previous growth forecast of 50% as of June last year [2][6] Market Context - The recent financing round attracted significant interest from investors, including Goldman Sachs, Morgan Stanley, and Qatar Investment Authority [3][7] - Databricks' valuation now exceeds that of its competitor Snowflake, which reported $1.21 billion in revenue for the October quarter and has a market cap of approximately $58 billion [3][7] - The software sector has experienced a downturn, with Oracle and Snowflake shares dropping about 13% recently due to market concerns [3][7] Competitive Landscape - Databricks is expanding its market presence with the launch of the Lakebase database, positioning itself against traditional giants like Oracle and SAP [3][7] - There are concerns about new competitive pressures from AI tools like Anthropic's Claude Cowork AI, which may impact publicly traded software companies [3][7]

【CNMO科技】近日，字节跳动正式推出新一代AI视频生成模型Seedance 2.0。该模型能够根据用户一 句描述，自动生成包含多镜头切换、连贯叙事和同步音效的电影级视频。游戏科学CEO冯骥惊叹于 其"多模态信息理解能力的飞跃"。券商报告也表示，这标志着"AI影视'奇点'时刻"的到来。 对于普通消费者来说，AI生成视频已经在短视频平台十分常见，但是无论是Sora还是其他AI视频生成模 型，似乎除了视频质量越来越高外，并没有新奇的地方。那么，为什么Seedance 2.0能够引起这么大的 讨论呢？ 技术优势 随着字节跳动Seedance 2.0的发布，全球AI视频生成领域已形成三条清晰的技术路线。其中。Seedance 2.0专注于叙事连贯性与音画一体化，其核心优势在于能够理解复杂的长提示词，自动拆解出"全景-中 景-特写"的分镜逻辑，并确保角色细节在不同镜头中保持一致。 以OpenAI的Sora为代表的是"物理模拟派"路线。该路线以极致的物理规律还原（光影、重力、碰撞）和 高保真画质著称，致力于精准模拟现实世界的物理规则。快手的可灵（Kling）代表的"运动控制派"则 通过Motion Control功能让用 ...

By Jaspreet Singh, Pritam Biswas and Krystal Hu Feb 9 (Reuters) - Databricks said on Monday it has completed a fundraising of about $5 billion at a $134 billion valuation, as the data analytics software company ​bolsters its balance sheet to invest in artificial intelligence products focusing on enterprise customers. One of ‌the most valuable privately held companies, Databricks also announced about $2 billion in new debt capacity, as its annualized revenue run-rate rose 65% to $5.4 ‌billion in the fou ...

截至目前，2026年已有12家公司通过美股IPO募集约50亿美元资金，覆盖AI设备、生物制药等领域，其 中包括AI设备制造商Forgent Power和生物制药公司Eikon Therapeutics。英伟达的竞争对手Cerebras Systems近期完成10亿美元后期融资，估值达230亿美元，已进入上市筹备阶段。 2026年2月9日，高盛分析师指出，伴随SpaceX、OpenAI和Anthropic等头部企业临近上市，美国IPO市场 将在2026年迎来强劲复苏，全年募资规模预计翻两番至1600亿美元，创下历史新高。 该机构同时预计，2026年美国IPO数量将翻倍至120宗，经济增长改善、金融环境宽松等因素，共同推 动企业上市意愿与投资者风险偏好提升。 市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 本文源自：市场资讯 作者：观察君 从市场结构来看，软件与医疗健康公司将成为IPO发行主力；募资规模层面，少数后期阶段的大型科技 与人工智能企业将成为主要增长引擎。SpaceX、OpenAI及Anthropic等头部企业的上市节奏，将直接决 定2026年IPO市场的整体规模与 ...