Anthropic Is Now the Last Big AI IPO Hope for 2026

Anthropic may be the last major artificial intelligence company still expected to list its shares in 2026, according to traders on Kalshi, the prediction market where people bet on real-world outcomes. The market's view points to a broader pattern: the most closely watched AI names have been holding off on public debuts, and the few still in the running are drawing outsized attention.

The clearest sign of that shift is OpenAI. The company has delayed its public market debut, removing the listing many investors had expected to anchor this year's IPO calendar. Kalshi pricing now treats Anthropic as the main remaining candidate for a major offering in 2026.

Anthropic's position matters beyond its own shares. A successful listing would give public investors a direct way to buy into the race to build frontier AI models, and it would test whether investor appetite for AI valuations holds up in public markets. A delay would reinforce the view that the window for large technology debuts is narrowing.

Other companies have postponed their plans too, which suggests that timing pressure is not limited to one firm. Market participants will be watching for a formal filing or a confirmed timeline, since prediction market odds can move quickly on a single announcement.