OpenAI aims for a billion-dollar IPO while Anthropic intensifies the AI ​​competition.

• OpenAI files for IPO to fund the expansion of artificial intelligence.
• Anthropic surpasses OpenAI's valuation after another billion-dollar funding round.
• The race for AI infrastructure accelerates the search for capital.

OpenAI has taken another step in its growth strategy by confidentially filing for an initial public offering (IPO) with the U.S. Securities and Exchange Commission (SEC). This move paves the way for a potential stock market debut at a time when leading artificial intelligence companies are vying for resources to sustain increasingly large investments.

According to information released by Bloomberg, the developer of ChatGPT is working alongside Goldman Sachs and Morgan Stanley in preparing for a potential initial public offering (IPO). The operation could take place as early as the fall in the Northern Hemisphere, although the company has stressed that it has not set a date and that remaining a private company is still a possibility.

The move comes amid increasing competition in the artificial intelligence sector. Since launching ChatGPT in late 2022, OpenAI has helped drive the popularization of generative AI, but the market has become more competitive with the rise of companies investing in enterprise solutions, programming agents, and increasingly sophisticated language models.

Among its main rivals is Anthropic, the company behind Claude. This company also filed a confidential IPO request in the United States and recently completed a $65 billion funding round. As a result, its post-investment valuation reached $965 billion, surpassing OpenAI's last disclosed valuation of $852 billion.

Anthropic's growth has increased pressure on OpenAI to secure long-term funding sources. Investors are closely watching companies that can lead the next phase of artificial intelligence adoption, especially given the need to expand infrastructure and computing capacity.

To date, OpenAI has raised approximately $122 billion to fund its expansion. The company has also informed investors that it intends to allocate approximately $600 billion to AI infrastructure by 2030, including the acquisition of advanced chips, the construction of data centers, and the training of new models.

A potential stock market listing would significantly expand OpenAI's access to the capital market. Conversely, the company would face a higher level of scrutiny regarding its financial results, product strategies, and corporate governance.

Recent reports indicate that the company has failed to meet some internal targets related to revenue and user base growth. Furthermore, changes in leadership and the departure of high-ranking executives have also drawn market attention.

The potential debut of OpenAI in the public markets comes amidst growing rivalry between Sam Altman and Elon Musk. Meanwhile, SpaceX is reportedly considering an IPO capable of raising over US$75 billion, a move that could value the company at over US$2 trillion and increase competition among giants in artificial intelligence, technological infrastructure, and space exploration.