SpaceX Goes Public, Anthropic Files for IPO, and TSMC Prints a Record — The AI Money Is Moving Fast
This week, AI's biggest private companies started becoming public ones. SpaceX began trading Thursday. Anthropic is right behind it. The infrastructure powering all of it just hit a new monthly revenue record. For investors paying attention, this is a watershed moment.
SpaceX Debuts at $1.77 Trillion — And the AI Story Is Central
The week's headline belongs to SpaceX. SpaceX priced its IPO at $135 per share, valuing the company at $1.77 trillion — which would place it above Tesla's roughly $1.6 trillion market cap. The company sold 555.6 million shares, raising $75 billion. That's the largest fundraise in IPO history, eclipsing Saudi Aramco's 2019 record.
SpaceX opened Friday at $150 per share — roughly an 11% gain over its IPO price — with a session high of $168.75, up 25% from the $135 offer price. At that high, SpaceX's market cap reached roughly $2.21 trillion. This isn't just a space stock. Altimeter's Brad Gerstner, a participant in the IPO, is bullish on SpaceX's potential in artificial intelligence, citing the team's ability to build data centers.
Anthropic Confidentially Files — And the Valuation Is Staggering
Days after SpaceX's debut, the AI IPO pipeline got even more crowded. Anthropic filed confidentially for a U.S. IPO on June 1, 2026, days after closing a $65 billion Series H financing round that valued the company at nearly $1 trillion.
Anthropic's run-rate revenue has crossed $47 billion, up from $14 billion at the close of its prior funding round, with the company projecting its first-ever operating profit of approximately $559 million for Q2 2026. A company growing revenue that fast, turning its first profit, and sitting on nearly $1 trillion in private valuation — that's the bar every future AI IPO will be measured against.
The maker of Claude has Amazon and Alphabet as substantial equity stakeholders, making those two stocks indirect plays on the Anthropic IPO right now — before shares ever trade publicly.
TSMC Hits a Monthly Record. The Chip Machine Keeps Printing.
All those AI models have to run somewhere. TSMC reported consolidated net revenue of approximately $13.2 billion in May 2026, up 1.5% from April and 30.1% from a year earlier — setting a new monthly record and reinforcing expectations that demand for leading-edge chips remains strong.
Analysts are looking for a 35% increase in second-quarter sales. Meanwhile, NVIDIA and SK hynix announced a multiyear technology partnership to co-develop next-generation memory for NVIDIA's AI infrastructure roadmap, supporting AI factories, personal AI, and physical AI platforms including Vera Rubin supercomputers and Jetson Thor robotic computing platforms.
The macro backdrop matters too. Aggressive AI investment spending continued into Q1 2026 and is projected to rise further, adding to cost pressures across the economy. Analysts anticipate a slightly stronger near-term inflationary impulse, which is expected to delay the Fed from lowering interest rates in 2026. Higher-for-longer rates aren't great for growth stocks broadly — but AI infrastructure names with real revenue may be the exception.
Three signal events in one week: a historic IPO, a near-trillion-dollar confidential filing, and a chipmaker hitting all-time monthly sales. The AI investment cycle isn't slowing down — it's going public.
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