Anthropic IPO leads AI's $235 billion dealmaking blitz
Anthropic filed yesterday for what could be the biggest IPO ever, capping a massive day of AI dealmaking that nearly equals 1% of U.S. GDP.Why it matters: Few industries have ever become so central to the American economy so quickly — and we're watching Wall Street finance the buildout in real time.Driving the news: Anthropic's long-awaited IPO may seek to raise a record $100 billion.Also yesterday, SpaceX secured $40 billion in debt financing to lease GPUs — the chips that power modern AI — and Meta said it would seek up to $95 billion in financing for its AI buildout.Together, that's roughly $235 billion in a single day — more than the entire U.S. airline industry adds to the economy in a year.The big picture: AI's appetite for capital has outgrown what any one single part of the financial system can supply.Anthropic alone has committed roughly $750 billion to computing power in the coming years — about seven times what its record-setting IPO may raise.Even private investors are struggling to keep up: OpenAI's record $120 billion funding round took months to close.Zoom in: Most Americans will be financially exposed to these deals, even if they never buy a share.SpaceX and Meta a…