Anthropic, which officially filed to go public at a rumored valuation of up to $2 trillion dollars just a week before the elections.
As Bloomberg reports, those prospects are in free fall as the chaos takes hold. Some investors are now weighing bids that would value Anthropic as low as $1.1 trillion. While that’s still a huge valuation for a company that lost over $80 billion in the first half of 2026 alone, it’s a massive drop compared to the previously unbridled enthusiasm surrounding the firm’s IPO.
Also, the system designs in general expect more power than a residential circuit can provide, some more than an EVSE circuit. So folks imagining buying a system that does have the memory are also going to be disappointed.
The storage is the most likely to come over, with the caveat of some awkward EDSSF form factor, but enclosures I could see becoming available with a big enough opportunity. E1.L might be the trickiest, but those aren’t too popular in the datacenters either.