Anthropic investors expect the AI startup to float at a valuation of $2 trillion or more in October, a dizzying figure that would eclipse SpaceX and make the AI lab’s debut the largest-ever initial public offering.

Half a dozen of the company’s backers told the FT that Anthropic’s rapidly rising revenue would enable it to more than double its current valuation in a planned autumn float.

A listing at that level could unlock billions of dollars in gains for the five-year-old company’s early investors but would also test public markets that are growing more nervous about the AI boom.

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Anthropic has revealed that it will soon watermark content that is processed (not just generated!) by any of its models. In a support article, Anthropic explained that it was rolling out machine-readable watermarks to comply with the European Union’s AI Act, which requires all AI system providers to watermark AI-generated or manipulated audio, image, text, and video outputs. The law applies to any AI model released after August 2 and provides a grace period until December 2026 for providers to update previously released models.

Anthropic confirmed that moving forward, all new models offered globally—not just in the EU—will mark AI-generated content “from day one.” Text outputs will “carry embedded watermarks,” invisible to the user, and other “generated files will include digitally signed provenance metadata where supported,” Anthropic said.

Notably, Anthropic is deploying a "nuke it from orbit" approach, applying the watermarks to all processed content where supported, even though the EU does not require it for cases where an AI system performs "an assistive function for standard editing" (the guidance's own example is grammar correction), or where it doesn't "substantially alter" the user's text or its meaning.

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Anthropic said its Claude-based security models gained unauthorized access to the sensitive production environments of three outside organizations during internal testing designed to measure the models’ offensive cyber capabilities.

The events, which Anthropic revealed Thursday, are the second revelation in 10 days that AI models from the world’s wealthiest providers have trespassed into protected networks, an offense that, in more traditional hacking scenarios, could land the human behind the keyboard in prison for years. Earlier this month, OpenAI said its security models exploited a zero-day vulnerability for use in breaking into the network of Hugging Face, a platform for open source machine-learning models and AI datasets. The OpenAI models went on to steal access credentials and other confidential Hugging Face information. The OpenAI models also exploited publicly exposed credentials to compromise accounts of four other third-party services.

Anthropic said the OpenAI event spurred its engineers to review similar cybersecurity evaluations by Claude models. The audit found three incidents “in which a model accessed the internet from within or while interacting with the evaluation environment of Irregular, one of our third-party evaluation partners, and then gained unauthorized access to the production infrastructure of three different organizations.”

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