AIThe Information23m ago
Excluding Anthropic's IPO, AI companies sold or priced $300B+ of stock
Excluding Anthropic's IPO, AI companies sold or priced $300B+ of stock in 2026, with ~$100B more on tap, raising questions about how much the market can absorb
TL;DRAI companies dumped $300B in stock this year; another $100B pending amid shaky demand.
Why it matters: Massive dilution signals investor fatigue—valuations may face pressure if companies keep flooding the market.
Volatile trading in AI-related stocks this past week has put a spotlight on investors' appetite for additional share offerings …
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