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Weekly AI Digest: Zhipu AI Apologizes; Anthropic Reportedly Picks Nasdaq for October IPO; OpenAI Said to Weigh New Round at Valuation Above $1.2 Trillion

Bubble signal: +2 · Overheating evidenceRelevance 88FundingUS
Source: TMTPost · Published 2026-09-19

Summary

This weekly roundup covers industry news from September 14-19: Zhipu AI issued a public apology; Anthropic reportedly chose Nasdaq for an October IPO; and OpenAI is said to be considering a new funding round at a valuation possibly exceeding $1.2 trillion. Separately, Huawei executives said the company aims to become the Nvidia of ICT and computing, with 100,000-plus-card supernode clusters expected to become standard by 2027; ByteDance CEO Liang Rubo said the integration of Doubao, Feishu and Volcano Engine will be followed by heavier enterprise-market investment; and Nvidia's Jensen Huang expects chip sales next year to be roughly double this year's.

Bubble analysis

This item goes straight to the heart of the bubble debate: OpenAI is reportedly weighing a new round at a valuation possibly above $1.2 trillion, while Anthropic is said to have picked Nasdaq for an October IPO. Private-market valuations and IPO timing are key gauges of whether AI investment is overheating — when still-unprofitable model companies raise at trillion-dollar valuations and rush to public markets, it shows capital is still paying up on very high expectations, which is one of bubble skeptics' most-cited pieces of evidence. That said, the report only relays rumors and gives no round size, revenue or burn figures, so the evidence is suggestive rather than conclusive.

#ipo#valuation#openai#anthropic
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