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Anthropic Delays IPO to November

Anthropic is now targeting a November IPO instead of the October debut investors had anticipated, even as fresh funding momentum continues across the sector, including Cognition AI's new $2B Series E at a $48B valuation.This week's private company news:Two Anthropic leaders are backing Pilgrim, a Peter Thiel-backed startup developing Argus, a sensor-equipped device that combines air sampling and genomic sequencing to detect airborne biological threats, with a $25M seed round and a CDC agreement supporting development of an automated U.S. bio surveillance system, The Wall Street Journal's Kate Clark.SoftBankis looking to issue $10B of securities and EUR 1B in debt to fund its OpenAI investment, in what would be one of the biggest junk bond sales yet, Bloomberg's Janice Huang and Harry Suhartono. SoftBank and its lead banks are sounding out investors on potential pricing for the proposed junk bond offering, with yields that would be records for SoftBank in those specific currencies and tenors if priced at those levels, according to the report. The deal may price on Thursday, sources say.Some of the biggest capital raises by private companies this week include:Cognition AI– The coding startup has raised $2B in a Series E funding round at a valuation of $48B. The round was led by new investors Andreessen Horowitz and Accel, alongside existing backers Founders Fund, General Catalyst, and Avenir. Publicly-traded companies operating in the same space include Microsoft, Alphabet, and IBM.Motive– The AI platform for physical operations announced that it has secured more than $1.3B in growth financing from General Catalyst's Customer Value Fund. Publicly-traded companies operating in the same space include Samsaraand Trimble.Suniva– The manufacturer of silicon solar cells announced the completion of an $835M capital raise comprising both debt and equity financing. Publicly-traded companies operating in the same space include First Solar, Enphase, and SolarEdge.Mach Industries– The company has raised a fresh $600M in capital in a Series C extension round. Publicly-traded companies operating in the same space include Lockheed Martin, Northrop Grumman, and RTX.Temporal– The company announced a $550M Series E at a $12.55B valuation, co-led by Lightspeed, with Wellington Management, Growth Equity at Goldman Sachs Alternatives, and Tiger Global, with strong participation from T. Rowe Price and SV Angel. Publicly-traded companies operating in the same space include MongoDB, Snowflake, and ServiceNow.Unicorns to watch this week:Rain– The company remains one of the fastest scaling stablecoin payments platforms, now processing over $3B in annualized volume for 200-plus enterprise partners. Rain hit a $1.95B valuation following its $250M Series C led by ICONIQ, reflecting surging demand for tokenized payment rails across Visa‑compatible networks. Publicly-traded companies operating in the same space include Coinbase, Block, and PayPal.Whop– The company has evolved into a major creator‑commerce infrastructure platform, sitting at a $1.6B valuation following a strategic $200M investment from Tether, which is enabling stablecoin‑powered payments, self‑custodial wallets, and global expansion. Publicly-traded companies operating in the same space include Shopify, Etsy (ESTY), and Meta.AI² Robotics— The company continues advancing embodied AI and humanoid robotics, recently raising over $144M in its Series B at a $1.45B valuation. AI² Robotics has rolled out multiple technical upgrades across its AlphaBotCore SDK, including emergency‑stop support for Nvidia Jetson platforms, structured fault‑diagnostics, and improved RealSense camera performance. Its work sits at the intersection of robotics hardware, embodied AI, and real‑world manipulation systems. Publicly-traded companies operating in the same space include Tesla, Nvidia, and Alphabet.Plaid– The company's valuation has climbed to roughly $8B following a February 2026 funding round and employee share sale, up from $6.1B in 2025. Plaid remains a central infrastructure layer for bank account connectivity, powering identity verification, account linking, payments, and increasingly fraud and credit risk analytics, which have become high‑growth revenue lines. The company is also exploring a potential U.S. IPO, with analysts estimating an $8.5B–$10B listing range. Publicly-traded companies operating in the same space include Blockand Fiserv.Wayve— The company has secured $1.5B in total capital to scale its embodied‑AI autonomy platform, anchored by a $1.2B Series D that set its valuation at $8.6B. Wayve is transitioning from research leadership to commercial deployment, with robotaxi trials launching in 2026 and consumer vehicles equipped with its AI Driver arriving in 2027. The company's foundation model has demonstrated zero‑shot driving across 500-plus cities, and major automakers have invested to integrate its unified autonomy stack. Publicly-traded companies operating in the same space include Alphabet, Tesla, and Uber.IPOs to watch:Anthropic– The company is now planning to hold its IPO in November, which is later than the October listing expected by investors,'s Corrie Driebusch, Anissa Gardizy, and Kate Clark, citing people familiar with the matter. The report states that a delayed listing would allow the company to share its Q3 results and show its strong competitive position. Anthropic also intends to meet with investors in the coming days, and the meetings are expected to help the company and its bankers gauge investor appetite for the offering, WSJ noted.Nscale Limited– The company has filed with the SEC for an initial public offering of its ordinary shares. The company intends to apply to list its ordinary shares on the New York Stock Exchange under the symbol "NSCL". Goldman Sachs, J.P. Morgan, Morgan Stanley are listed as the lead bookrunners.Altera Corporation– Altera announced that its parent company has confidentially submitted a draft registration statement on Form S-1 with the Securities and Exchange Commission relating to the proposed public offering of its common stock. "The number of shares to be offered and the price range for the proposed offering have not yet been determined. The proposed public offering remains subject to the completion of the SEC review process, as well as market and other conditions," Altera stated. Altera, which provides high-performance, programmable compute and connectivity solutions, is backed by Silver Lake and Intel.Brooks Automation– The company announced that it has confidentially submitted a draft registration statement on Form S-1 with the Securities and Exchange Commission relating to the proposed initial public offering of its common stock. The number of shares to be offered and the price range for the proposed offering have not yet been determined. The initial public offering is expected to take place after the SEC completes its review process, subject to market and other conditions.Aggreko– The company has applied to list its ordinary shares on the New York Stock Exchange under the symbol "AGKO." No amount has been given.CALM Chain– The company has filed for an initial public offering of 5M Class A ordinary shares, representing 24.39% of the company's total Class A ordinary shares issued and outstanding following completion of the offering. The company is offering, on a firm commitment basis, 5M Class A ordinary shares. Following the completion of the offering, 24.39% of the Class A ordinary shares issued and outstanding will be held by public shareholders, assuming the underwriter does not exercise the over-allotment option. The company expects the initial public offering price for the offering will be between $5.00 and $7.00 per Class A ordinary share and it plans to list its Class A shares on the Nasdaq Capital Market under the symbol "CCIL"."Private Markets" is The Fly's recurring series of stories on the latest moves in the private sector, largest unicorn companies and initial public offerings to watch. Fly subscribers, add $PRIVATE to your portfolio for alerts on breaking news in the startup and venture capital space.

Meta's Investment in Innodata Boosts Stock Price

Catch up on the top artificial intelligence news and commentary by Wall Street analysts on publicly traded companies in the space with this daily recap compiled by The Fly.MUSE CHECKOUT:Shares of Shopify, Affirm, Block, eBayand PayPalcame under pressure on Wednesday after a Muse checkout screenshot showing Meta Payas an option sparked concerns about potential disruption from Meta's personal AI agent. Rosenblatt Securities analyst Scott Devitt said Meta Pay does not appear to be a new payment method, but rather an extension of Meta's existing wallet integrated into the Muse experience.The analyst argued that Meta Pay, in its current form, does not appear disruptive to Shopify Payments or Shop Pay. Rosenblatt also said it does not view a 7% selloff in Shopify shares as justified based on the information available.MUSE INTEGRATION:Shares of Trivagoalso slipped almost 10% in Wednesday morning trading. This comes after Expediasaid via X that, "Here at Expedia, we love planning trips. Soon, your personal AI agent will too. We're joining Muse: tell it where you're headed and it can work with Expedia to sort your hotels, and everything in between." Muse is Meta'snew personal AI assistant.MIDDLE EAST INVESTMENT:Microsoftsaid it will expand its cloud and AI infrastructure across the Middle East. The companyin a blog, "Microsoft will continue to invest in cloud and AI infrastructure across the region, expanding capacity, launching new capabilities, and delivering long-term infrastructure commitments. We plan to invest more than $10 billion in capital and operating expenses between now and 2030 in the region."OPEN-MODEL INFERENCE:Crusoe, the first vertically integrated AI infrastructure provider, and Thinking Machines Lab announced a $65M annual agreement to power inference for the lab's open models on Crusoe Cloud. Through Crusoe Managed Inference, Thinking Machines Lab will serve a range of production workloads - including its Inkling models, GLM 5.2 and 5.3, and its own fine-tuned variants - on a dedicated Tailored Deployment of Nvidia HGX B200 systems connected with Nvidia Quantum-2 InfiniBand networking, engineered for high-throughput, cost-efficient serving at scale. Crusoe will run and support the cluster directly as a Tailored Deployment - a dedicated, benchmarked, SLA-backed endpoint - giving Thinking Machines Lab the price-performance and headroom to scale without managing its own inference stack. The companies are also looking to expand into batch inference for large-scale synthetic data generation, turning inference into a flywheel for research. Thinking Machines Lab joins a roster that has taken Crusoe Managed Inference past $100M in contracted ARR less than a year from launch.CHEAPER GPT-6 FAMILY MODELS:OpenAI is introducing GPT-6 Sol and Luna. "Earlier this month, we introduced GPT-6 Astra, the most intelligent and aligned model in the world. While the most demanding and important projects still call for Astra's full depth, work happens at different scales, rhythms, and budgets. That's why we're expanding the GPT-6 universe with GPT-6 Sol and GPT-6 Luna. GPT-6 Astra introduced a new generation of intelligence - these models help distribute the benefits of that intelligence by advancing the frontier on cost efficiency. We trained GPT-6 Sol and Luna with similar methods as GPT-6 Astra, bringing the advances behind Astra's state-of-the-art performance in professional work, factuality, coding, computer use, and alignment to faster, more affordable models," the company explained. "The GPT-6 models lead across the cost - intelligence curve, combining exceptional capabilities at every tier with infrastructure that delivers them efficiently at scale. Improvements in caching and inference let us serve these models at lower cost, and we're passing those savings directly on to users and customers by reducing API prices for Sol and Luna by 50% compared with their GPT-5.6 promotional pricing. Together, these improvements make advanced AI practical for more everyday tasks and applications at scale."WIN FOR INNODATA:Meta's$200B bet on AI already transformed an obscure New Jersey-based data company called Innodata, Hunterbrook's Sam Koppelman, Michelle Cera and Matthew Termine say in a recently published. "Hiring records and former employees reveal how closely the two are connected. Now, amid fears Meta might move work away from Innodata after the tech giant's investment in Scale AI, a new contract focused on the 'personalization of long-horizon agents' points toward Innodata's involvement in Muse," the report reads. Hunterbrook notes that according to interviews with former employees and reviews of job postings, Meta is Innodata's largest customer. Based on Hunterbrook Media's reporting, at the time of publication Hunterbrook Capital is long Innodata.