GLOBAL
technology · international · severity 6
AI investment and deal-making surge: Cerebras IPO, Anthropic JV, data center debt
Multiple major AI financing events are occurring simultaneously: Cerebras Systems is targeting a $40B valuation in its upcoming IPO, Anthropic is finalizing a $1.5B joint venture with Blackstone and Goldman Sachs, and banks are seeking to offload data center debt at a discount. These moves signal both intense capital flows into AI infrastructure and emerging caution about overexposure among lenders.
Sources
- Source: Cerebras is expected to price its shares at between $115 and $125 and go public with the "CBRS" ticker; Cerebras is targeting a $40B valuation (Reuters)
- Sources: Anthropic is finalizing a deal for a $1.5B JV with Blackstone, Goldman Sachs, Hellman & Friedman, and others to sell AI tools to PE-backed companies (Wall Street Journal)
- Sources: some lenders are exploring private deals to sell their data center debt, and some banks are seeking to offload their Oracle-linked loans at a discount (Financial Times)
- China's Linkerbot, which holds 80%+ of global dexterous robotic hands market, raised a Series B+ at a $3B valuation and seeks a $6B valuation in its next round (Laurie Chen/Reuters)