1 Big Winner and 1 Loser From the Upcoming Anthropic IPO | The Motley Fool

1 Big Winner and 1 Loser From the Upcoming Anthropic IPO | The Motley Fool

By Prosper Junior Bakiny
Publication Date: 2026-10-31 22:45:00

The Anthropic IPO is almost upon us, and according to some reports, it could beat the four-month-old record for the largest IPO in history. This event will have important repercussions throughout much of the artificial intelligence (AI) industry and beyond. Some corporations will likely benefit from the increased capital Anthropic will have at its disposal, while others won’t be so lucky.

Let’s consider one company in each category. The one that could benefit from Anthropic’s IPO is Broadcom (AVGO -5.48%), and the one that won’t is Recursion Pharmaceuticals (RXRX -4.95%).

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1. Broadcom

Anthropic is reportedly planning one of the largest AI build-outs ever to tap into a massive opportunity to improve the productivity of who it calls “knowledge workers,” who contribute more than $40 trillion in economic value globally.

The company will have to spend billions on AI infrastructure, and one corporation that will likely benefit from this is Broadcom, a