Wall Street and Silicon Valley Split Over AI’s Price Tag

The Information | 30-09-2026 02:38pm |

Shifting economic forces are driving a widening divide between Silicon Valley and Wall Street over the financial outlook for artificial intelligence investments. Stock market anxiety has already delayed several medium-sized initial public offerings and cooled sentiment around Anthropic's upcoming IPO. Two large public investors said bankers should value Anthropic closer to $1.5 trillion rather than the $2 trillion floated in early conversations.

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