Physix Frontier · News Briefing Card (TMTPost · Sep 19, 2026)
Anthropic Targets Oct IPO; Zhipu Discloses AI Economics
KEY FACTS
- Anthropic has reportedly selected Nasdaq for its listing, aiming to complete its IPO by October 2026.
- OpenAI is considering a new funding round that could value the company at over $1.2 trillion.
- Zhipu stated that 30 billion yuan can build 100,000 PFLOPS of computing power, with annual inference revenue reaching up to 40 billion yuan.
- Huawei announced that the Ascend 960 chip will be released ahead of schedule in Q1 2027.
KEY DATA
$1.2 TrillionOpenAI Valuation
$230 BillionBroadcom FY2028 AI Revenue Target
61.17 Trillion TokensWeekly Token Calls for Chinese LLMs
PHYSIX OBSERVATION
Leading AI firms are accelerating their capitalization processes. Anthropic and OpenAI's massive valuations and listing plans signal a shift from technological competition to commercial realization. Zhipu's disclosed compute ROI model highlights high-margin inference services as key to balancing enormous infrastructure investments. Huawei's accelerated chip iteration aims to support domestic large models' cost advantages and security needs through autonomous control of underlying hardware.
Source: TMTPost report
Physix Frontier