Anthropic IPO 承销费预估:高盛与摩根士丹利各赚约 1 亿美元

原标题:NYtimes: If Anthropic follows SpaceX, Goldman and Morgan Stanley could each earn about $100M from i...
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据纽约时报报道,若 Anthropic 效仿 SpaceX 进行 IPO,高盛和摩根士丹利作为主要承销商预计将各自获得约 1 亿美元的佣金。这一费用结构复制了 SpaceX 创纪录的六月 IPO 模式,同时摩根士丹利还通过为 Broadcom 向 Anthropic 供应芯片提供融资,深度参与了其算力供应链。

报道正文

Rohan Paul (@rohanpaul_ai) · 2026-10-27 21

NYtimes: If Anthropic follows SpaceX, Goldman and Morgan Stanley could each earn about $100M from its IPO

On SpaceX’s IPO, 2 lead banks took $200M while about 20 others split roughly $300M.

Goldman Sachs has taken the lead-left spot on Anthropic’s prospectus, reversing September reports that favoured Morgan Stanley, which now serves as stabilization agent, supporting first-day trading, which mirrors the 2 banks’ roles on SpaceX’s record June offering.

This split copies SpaceX’s record June IPO, where each bank earned about 100Mfromaroughly100M from a roughly 500M fee pool; Anthropic hasn’t disclosed its own fees.

Morgan Stanley also co-led a $63B Broadcom financing for chip sales to Anthropic, so a bank pricing Anthropic’s shares is also financing its compute supply.

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