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Leo Sun, The Motley Fool
Thu, August 6, 2026 astatine 10:27 AM CDT 3 min read
Anthropic, 1 of the world's fastest-growing AI companies, plans to spell nationalist successful October. It was valued astatine $965 cardinal aft its latest backing circular successful May, and it's reportedly targeting an IPO valuation of astatine slightest $1 trillion.
That means Amazon's (NASDAQ: AMZN) 21% involvement successful Anthropic, which was built up with an $8 cardinal concern successful 2024 and a $5 cardinal concern earlier this year, could beryllium worthy much than $210 cardinal erstwhile that IPO yet happens. What would that mean for Amazon's investors?
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Would Anthropic's IPO boost Amazon's stock?
Amazon has already recorded monolithic unrealized gains from its concern successful Anthropic. In the 2nd 4th of 2026, its nett income surged 245% twelvemonth implicit twelvemonth from $18.2 cardinal to $62.6 billion. Most of that summation came from its concern successful Anthropic, which boosted its "other" nett income from $1.1 cardinal to $53.4 billion. That was two-thirds of the quarter's pre-tax income.
Amazon's ain numbers already worth Anthropic astatine its past known valuation of $965 billion. Therefore, a marketplace debut astatine $1 trillion wouldn't instantly boost its nett income -- since those gains person already been recorded incrementally nether mostly accepted accounting principles (GAAP) successful its statements. In different words, those monolithic gains person already been priced into Amazon's stock. But Amazon's banal could besides slump if Anthropic's IPO flops.
Yet Anthropic's annualized gross reached $9 cardinal astatine the extremity of 2025 and soared to $47 cardinal successful mid-May. It claims its operating nett volition crook affirmative for the archetypal clip successful the 2nd 4th of 2026, driven by robust endeavor request for its Claude AI models. At $1 trillion, it would beryllium valued astatine 21 times its trailing annualized gross (as of May). Many growth-oriented investors could see that a just valuation for a hyper-growth AI stock. Those wide catalysts could pull much investors to its IPO and thrust its valuation adjacent higher.
Anthropic is besides required to usage Amazon Web Services (AWS) arsenic its superior unreality infrastructure supplier and walk billions connected Amazon's customized Trainium AI chips. So portion Anthropic's enlargement volition beryllium capital-intensive, a batch of that currency volition travel backmost to Amazon. That's large quality for Amazon, since it generates astir of its operating profits from AWS.
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