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Rohan Paul@rohanpaul_ai
Bloomberg: Margin calls on leveraged AI positions in Asia, plus broker warnings that the unwinding may continue, suggest valuations could fall further before these deals close.
Anthropic’s IPO buyers are discussing a valuation as low as $1.1T, compared with earlier estimates of up to $2T and a $965B private round.
OpenAI cut its fundraising goal from $30B at $1.4T to about $20B at $1.25T, and has about $11B committed so far.
Investors pushed Nscale’s IPO valuation from a requested $30B to a $16B to $19B range, so the repricing reaches beyond the 2 largest model makers.
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