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Analysis May 22, 2026

OpenAI Files for IPO, Anthropic Posts First Profit — and Washington Steps Aside

OpenAI targets a September IPO at $850B+. Anthropic projects its first profit. Trump pulls an AI oversight order. The industry just leveled up.

Analysis Mar 28, 2026

Anthropic Eyes October IPO at $60B+ Valuation

Claude maker targets Q4 2026 public offering, valued at $380 billion after $30B Series G

Analysis Mar 5, 2026

Nvidia Ends the Investment Spree: $30B OpenAI and $10B Anthropic Stakes Will Be Its Last

Jensen Huang says the chipmaker is pulling back from AI lab investments as OpenAI prepares for IPO and Anthropic battles the Pentagon

Analysis Feb 23, 2026

Cohere Hits $240M Revenue, Eyes IPO in Enterprise AI Race

Canadian AI startup surpasses targets with 50% quarterly growth, positions for public market debut

Analysis Feb 20, 2026

Cohere Hits $240M Revenue and Launches Tiny Aya as It Lines Up for a 2026 IPO

The enterprise AI startup topped its revenue target, hired Uber's former IPO CFO, and released open-weight multilingual models that run on a phone. All signs point to a public offering this year.

News Feb 15, 2026

Cohere Hits $240M Revenue, Quietly Building the Enterprise AI Company That Might Actually IPO

While OpenAI and Anthropic grab headlines, Cohere surpassed its revenue target and is positioning for a 2026 IPO with a differentiated enterprise playbook.

Analysis Feb 13, 2026

Half of xAI's Founding Team Has Left. Musk's Response: Reorganize Everything.

Six of xAI's twelve co-founders have departed in eighteen months. Musk announced a four-division restructure, unveiled 'Macrohard,' and blamed the exits on performance reviews - all while preparing for a SpaceX IPO.

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