Newshot Title: 黄仁勋 Resigns as 英伟达 CEO, May Add Uncertainty to Anthropic's "Largest IPO in History" Next Week
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黄仁勋 Resigns as 英伟达 CEO, May Add Uncertainty to Anthropic's "Largest IPO in History" Next Week
IT Home, November 13: On the 12th local time, Fortune magazine reported that AI startup Anthropic is about to usher in one of the most closely watched IPOs in history. However, on the eve of listing, 英伟达 co-founder and CEO 黄仁勋 suddenly resigned.
By the time Anthropic formally lands on the capital markets, it will have been just one week since the AI industry lost one of its most influential figures and one of its most skilled promoters of the industry's prospects.
黄仁勋's sudden departure adds new pressure to Anthropic's listing plans.
This IPO was already seen as an important test of investors' enthusiasm for AI investment. Anthropic is expected to list on November 18 or 19, when 英伟达 has just published its first quarterly earnings report since 黄仁勋 stepped down as CEO.
英伟达 is not only an important partner of Anthropic but also deeply involved in this IPO. Documents filed by Anthropic show that 英伟达 agreed to subscribe for about $10 billion of shares in a $26 billion private placement conducted in parallel with the IPO.
The two companies also have close business ties, with Anthropic committing tens of billions of dollars to secure access to 英伟达's most advanced chips.
Several investors and analysts noted that while the personnel change at 英伟达 is not expected to affect Anthropic's core business, it could shake market confidence in the entire AI industry.
Seaport Research Partners analyst Jay Goldberg is one of the few people on Wall Street to give 英伟达's stock a sell rating. He believes 黄仁勋's departure will not affect Anthropic's listing: "They're going public right when 英伟达 reports earnings, and I don't think this will disrupt the listing plan. This IPO is simply too large, and too many people are involved, for them to pull it."
Goldberg is more worried about Anthropic's situation after listing. Before 黄仁勋 formally resigned, there were already reports that he might leave.
Goldberg warned at the time that turmoil at 英伟达, especially the loss of its CEO, would put pressure on Anthropic's first quarterly earnings report after going public. "At the very least, the market will start asking: 'Can the AI boom continue? Can it keep developing like this?' Anthropic will face sharper questioning."
Karl Alomar, a partner at venture capital firm M13, likewise believes Anthropic's fundamentals have not changed: "In my view, Anthropic is as well positioned and as strong as it was before the news came out. Anthropic's financials are excellent, and it clearly has compute reserves beyond its own needs. They haven't spent that much money."
Compared with some competitors, Anthropic is also less dependent on 英伟达. In addition to 英伟达's hardware, Anthropic also uses Google TPUs, 亚马逊 Trainium chips and AMD GPUs to run some of its AI models. Anthropic is also reportedly considering developing its own chips.
Francine McKenna, an accountant and investigative journalist who previously taught at Wharton, believes 英伟达's investment commitment to Anthropic is likely to remain unaffected: "英伟达 promised to invest $10 billion when Anthropic goes public. By the time the IPO actually launches, that investment will most likely still be made. But if anyone is counting on 英伟达 to step in and bail out CoreWeave if necessary, they'd better look for another backer."
However, Jason Schloetzer, an associate professor at Georgetown University's McDonough School of Business, believes that the recent turmoil at 英伟达 and outside doubts about 黄仁勋's judgment could also subject partners to stricter scrutiny. He expects the market to examine more closely the ties between Anthropic and 英伟达 and 英伟达's customers.
In Silicon Valley, Anthropic and rival OpenAI have enormous financing needs, and almost every venture capital firm holds shares in both companies, giving the two firms a status in the private market akin to index funds.
As a result, Anthropic's IPO expected next week will be a highly significant opportunity to cash out investments, affecting not only the interests of more than 400 investors but also the prospects of the entire AI boom.
The market widely believes that if Anthropic lists successfully, the AI boom still has plenty of room to grow; if the listing fails or is postponed indefinitely, it will send a clear negative signal that the AI bubble is close to bursting.
However, 黄仁勋's departure may not necessarily deal a blow to Anthropic's listing. At least one venture capitalist believes Anthropic could actually benefit. The two sides also differ on AI regulation, with 黄仁勋 particularly opposed to licensing requirements that could make it harder for customers to use open-source AI models.
One venture capitalist, speaking anonymously, said: "If anything, I actually think Anthropic will benefit from this. Their relationship with 黄仁勋 wasn't that close to begin with... Anthropic is also developing its own chips, so the room freed up on the supply chain side is good for them."
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