围绕人工智能（AI）的争议令一些企业被迫按下了IPO暂停键，在Anthropic上市一天天迫近之际，数十亿美元资金和长达数月的筹备工作陷入停顿。Truist Financial股票资本市场主管West Riggs表示：“一切好像瘫痪了似的。市场必须先理清头绪。”
Nscale、DayOne Data Centers等正在筹备赴美上市的AI基础设施公司，仍在向投资者强调自身对于AI基础设施建设的重要性。然而，随着CoreWeave等同行股价暴跌，投资者承担风险的意愿已经消退。数据显示，按美国IPO募资规模计算，10月势将成为今年最淡的一个月。
这与此前的火热势头形成鲜明反差。数据显示，截至9月底，IPO募资额高达1626亿美元。
华尔街寄望于Anthropic预计下月进行的IPO，希望借此获得创纪录的承销费收入。知情人士此前透露，Anthropic的募资规模可能达到甚至超过SpaceX上市。其他正在试探投资者认购意愿的公司同样迫切希望这家公司成功上市，为其他IPO扫清道路。
不过，华尔街有不少人和Riggs一样，除了Anthropic之外，开始将目光转向明年。
Riggs接受采访时表示：“今年剩余时间感觉并不太令人鼓舞。大家对2027年非常乐观，尤其是软件行业，但总体而言，IPO市场相当低迷。就连我们正在推进的几个与AI无关的项目似乎也被推迟了。”
英伟达参股的数据中心开发商Nscale和Switch等公司正在反复打磨IPO推介方案。与此同时，约有十几家公司虽然已公开向美国监管机构提交文件，但IPO计划仍未取得进展。
随着利率上升以及伊朗战争持续，智能戒指制造商Oura和Bamboo Insurance Services也被迫推迟上市。
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The controversy surrounding Artificial Intelligence (AI) forced some companies to press the IPO pause, and billions of dollars and months of preparatory work came to a standstill as Anthropic came to the market. “All seems to be paralysed. The market must clear its head.”
Nscale and DayOne Data Centers, among others, are preparing to go to AI Infrastructure Inc. in the United States and continue to emphasize to investors their importance for AI infrastructure development. However, the willingness of investors to take risks has receded with the collapse of stock prices for peers such as CoreWeave. Data show that, on the basis of the size of the United States IPO fund-raising exercise, October will be the worst month of the year.
This is in stark contrast to previous hot momentum. The data show that by the end of September, IPO fund-raising amounted to $162.6 billion.
Wall Street looks to the IPO that Anthropic expects to carry out next month, with the hope that it will generate record sales revenue. Informed sources have previously revealed that Anthropic ' s fund-raising may have reached or even exceeded SpaceX ' s listing. Other companies that are testing investors ' offers are equally eager to successfully market and clear the way for other IPOs.
However, a lot of people on Wall Street, like Riggs, are beginning to look at next year with the exception of Anthropic.
In an interview with Riggs, he said: “The rest of the year is not very encouraging. There was great optimism about 2027, especially in the software industry, but overall, the IPO market was rather low. Even a few projects we're moving forward that have nothing to do with AI seem to have been postponed.”
Data centre developers such as Nscale and Switch, which share the shares of Ying Weida, are working repeatedly on the IPO promotion programme. At the same time, some a dozen companies have publicly submitted documents to United States regulators, but the IPO plan has not progressed.
As interest rates rose and the war in Iran continued, the smart ring manufacturers, Oura and Bamboo Insurance Services, were forced to delay their listing.
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