Yahoo Finance
Anthropic, one of the world's fastest-growing AI companies, plans to go public in October.
It was valued at $965 billion after its latest funding round in May, and it's reportedly targeting an IPO valuation of at least $1 trillion.
That meansAmazon's (NASDAQ: AMZN) 21% stake in Anthropic, which was built up with an $8 billion investment in 2024 and a $5 billion investment earlier this year, could be worth more than $210 billion when that IPO finally happens.
What would that mean for Amazon's investors? Missed Nvidia in 2009? This Rare Signal Is Flashing Again.In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia.Continue » Amazon has already recorded massive unrealized gains from its investment in Anthropic.
In the second quarter of 2026, its net income surged 245% year over year from $18.2 billion to $62.6 billion.
Most of that gain came from its investment in Anthropic, which boosted its "other" net income from $1.1 billion to $53.4 billion.
That was two-thirds of the quarter's pre-tax income.
Amazon's own numbers already value Anthropic at its last known valuation of $965 billion.
Therefore, a market debut at $1 trillion wouldn't instantly boost its net income -- since those gains have already been recorded incrementally under generally accepted accounting principles (GAAP) in its statements.
In other words, those massive gains have already been priced into Amazon's stock.
But Amazon's stock could also slump if Anthropic's IPO flops.
Yet Anthropic's annualized revenue reached $9 billion at the end of 2025 and soared to $47 billion in mid-May.
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