AI Daily Briefing

Anthropic's S-1 goes public as its valuation slips to $1.5T; Nvidia buys $3B of Meta's AI share sale

Tuesday, October 27, 2026 · 10 min

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Anthropic made its IPO filing public on Monday, with investors now valuing it near $1.5 trillion, while Meta upsized its stock sale to $37.5 billion with Nvidia taking $3 billion. Plus OpenAI's three new proof claims and Naver's $9 billion Brookfield compute deal.

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Anthropic made its IPO filing public on Monday, with investors now valuing it near $1.5 trillion, while Meta upsized its stock sale to $37.5 billion with Nvidia taking $3 billion. Plus OpenAI's three new proof claims and Naver's $9 billion Brookfield compute deal.

In this episode

  1. Anthropic opens books on AI's explosive growth and ... — MANYA SAINI, ECHO WANG, Reuters
    “Some current and prospective investors are valuing Anthropic at about $1.5 trillion, down from roughly $2 trillion a week ago, after the AI startup disclosed some financial details at a recent investor event, Reuters reported.”
  2. Nvidia to invest $3 bln in Meta share offering as part of bigger AI partnership By Investing.com — Ambar Warrick
    “Separately, Meta said it had upsized an offering of common stock to $25 billion from $22.5 billion. The offering, coupled with a depository share offering, will now raise up to $37.5 billion.”
  3. OpenAI announces three big science discoveries and a new way to work with academics — AI | The Verge
    “What's different this time is the choice to have external experts that OpenAI describes as "shepherds" guiding the results in computer science and physics, while for the math problem it says that they advised it to release the AI output for researchers to work through their own…”
  4. Naver signs $9 billion AI infrastructure deal with Brookfield, meets Nvidia investment condition — Digital Today
    “Earlier, Naver agreed to attract a $1 billion equity investment from Nvidia and set a prerequisite of securing at least $9 billion of computing infrastructure excluding those funds. The contract meets that condition, allowing Naver to proceed with procedures for Nvidia's…”