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AI & Enterprise

Anthropic IPO filing highlights what the AI industry is watching

Anthropic has filed an S-1 for an initial public offering, drawing attention from the AI industry and investors. The filing discloses a net loss of about $42.0 billion in 2025 and revenue of $4.6 billion, with the company planning to use the ticker ANT. Market participants focused on rapid revenue growth, signals around operating profit, and metrics linking revenue to computing spend. Comments from investors and analysts also highlighted funding scale and expectations for how public markets will value AI startups.

AI & Enterprise

DoublesAI unveils CEM AI model to cut computing costs by up to 67 percent

Nvidia-backed Israeli startup DoublesAI is introducing an AI model aimed at cutting companies\' computing costs, the Wall Street Journal reported on Oct. 19. The company, founded by Mobileye co-founder and CEO Amnon Shashua (암논 샤슈아), has raised $220 million from investors including Lightspeed Venture Partners, Bessemer Venture Partners, Nvidia and Dell. DoublesAI says an early customer reduced computing costs by 67 percent. Its first product, Maxwell, is to be supplied from late October.

AI & Enterprise

AI data centres face shortages now but risk overinvestment shock longer term

AI data centre supply remains short for now, but excessive capacity could deliver a major shock to stock markets over the longer term, the Financial Times reported. Shares of AI cloud startups such as CoreWeave and Nebius fell this week. Hyperscalers including Alphabet, Amazon, Meta, Microsoft and Oracle are expected to spend about $800 billion on capital investment this year, nearly double from a year earlier. Longer-term profitability assumptions appear far higher than some forecasts for AI revenue.