Which AI Stocks to Buy Ahead of the Anthropic IPO? 6 Stocks With Direct Ties to Anthropic

Anthropic, the AI company behind Claude and Claude Code, is moving closer to its anticipated IPO, drawing investor attention to the publicly traded companies supporting its rapid expansion. As demand for enterprise AI grows, Anthropic is investing heavily in cloud infrastructure, AI chips, networking, and memory through partnerships with major technology companies, including Amazon, Alphabet, Microsoft, NVIDIA, Broadcom, and Micron.

These six AI stocks offer different ways to gain exposure to Anthropic's growth before its public listing, from cloud computing agreements and custom AI accelerators to high-performance memory. This guide explores each company's direct connection to Anthropic, its potential investment opportunities and risks, and how eligible investors can buy these U.S. stocks through BingX Stocks Trading using USDT or USDC.

How Could Anthropic's IPO Affect Related AI Stocks?

Anthropic's October 26, 2026 public IPO filing proposed a Nasdaq listing under ANT, bringing greater attention to its AI infrastructure spending. Its May funding round valued the company at $965 billion, while subsequent IPO valuation expectations have reached $1.5 trillion to $2 trillion, reflecting strong interest in its enterprise AI growth.

A successful IPO could strengthen investor confidence in AI infrastructure demand and support expectations for future cloud and semiconductor revenue. However, the impact on related stocks will depend on actual contract growth, profitability, and capital spending rather than Anthropic's valuation alone.

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When Is the Anthropic IPO in 2026?

Anthropic publicly filed its S-1 on October 26, 2026, followed by an amended registration statement on November 2. The company could begin trading as early as November 16, with November 18–20 also a possible window based on SpaceX's 23-day IPO timeline. However, valuation negotiations or SEC review could push the debut into late November or December. The official listing date and offering price remain unconfirmed.

Investors should watch for the final IPO pricing, updated financial disclosures, and any changes to Anthropic's infrastructure spending commitments, which could provide a clearer picture of future demand across the AI supply chain.

What Are the Top AI Stocks to Buy Ahead of the Anthropic IPO?

Six publicly traded companies have direct investment, infrastructure, or commercial relationships with Anthropic. Amazon, Alphabet, and Microsoft provide cloud computing and enterprise distribution, while NVIDIA, Broadcom, and Micron support AI chips, networking, and memory. These partnerships offer different ways to gain exposure to Anthropic's growth, although spending commitments do not guarantee immediate revenue or stock returns. Investors should also consider each company's profitability, valuation, and broader business performance.

Stock	Connection to Anthropic	Potential Growth Driver
Amazon (AMZN)	$110B+ AWS spending commitment; up to 5 GW of compute capacity	AWS revenue growth and Trainium chip adoption
Alphabet (GOOGL)	$114.5B Google Cloud spending commitment; expanded TPU partnership	Google Cloud growth and higher TPU utilization
Microsoft (MSFT)	$44.9B+ Azure spending commitment; Claude integration into Microsoft products	Azure revenue and enterprise AI adoption
NVIDIA (NVDA)	Up to $10B investment commitment; GPU and model optimization partnership	GPU demand from Anthropic and the wider AI market
Broadcom (AVGO)	$63B equipment financing deal; multiyear AI accelerator and networking arrangements	Custom AI chip deliveries and networking revenue
Micron (MU)	Memory and storage partnership; investment in Anthropic's Series H	HBM, DRAM, and AI storage demand

1. Amazon (AMZN): Anthropic's Primary Cloud Partner and Trainium Supplier

Core Role: Cloud infrastructure and custom AI chips

Financial Ties With Anthropic: $5B new investment; $110B+ AWS spending commitment

Amazon operates Amazon Web Services (AWS), one of the world's largest cloud computing businesses, alongside e-commerce, advertising, and subscription services. AWS provides cloud infrastructure and AI computing, including Trainium, Amazon's custom chips designed to train and run large AI models more efficiently.

Amazon is Anthropic's primary cloud and AI training partner, with at least $110 billion in AWS spending commitments from May 2026 through April 2036 and plans to provide up to 5 GW of computing capacity using future Trainium generations. Amazon also announced a new $5 billion equity investment, with up to $20 billion more potentially following. These agreements could generate substantial AWS revenue as Claude adoption expands, while greater Trainium utilization may improve computing efficiency and cloud margins. However, returns depend on deploying capacity profitably and recovering substantial infrastructure investments.

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2. Alphabet (GOOGL): Google Cloud and TPU Partnership With Anthropic

Core Role: Cloud infrastructure and custom AI accelerators

Financial Ties With Anthropic: Equity investment; $114.5B Google spending commitment

Alphabet, Google's parent company, generates most of its revenue through advertising while expanding Google Cloud and AI services. Google Cloud provides enterprise computing infrastructure and Tensor Processing Units (TPUs), specialized chips designed for AI training and inference. Alphabet also develops Gemini, a competing family of AI models.

Alphabet is both an Anthropic investor and a major infrastructure partner. Anthropic has committed approximately $114.5 billion in minimum spending with Google through July 2033, alongside an expanded partnership with Google and Broadcom to secure multiple gigawatts of next-generation TPU capacity starting in 2027. These agreements could increase Google Cloud revenue and TPU utilization as Claude workloads expand. However, returns depend on infrastructure utilization and operating margins, while Google's Gemini models compete directly with Claude for enterprise customers.

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3. Microsoft (MSFT): Anthropic's Azure Cloud and Enterprise AI Partner

Core Role: Cloud computing and enterprise AI distribution

Financial Ties With Anthropic: Up to $5B investment; $44.9B+ Azure spending commitment

Microsoft operates Azure, a major cloud computing platform, alongside enterprise software including Microsoft 365, Dynamics, and Copilot. Its cloud infrastructure supports AI model training and deployment, while its enterprise software ecosystem provides established distribution channels for AI applications.

Microsoft's partnership with Anthropic includes at least $44.9 billion in Azure spending commitments from November 2026 through May 2033 and an equity investment commitment of up to $5 billion. Claude is also available through Microsoft Foundry and selected Copilot products, allowing enterprise customers to access Anthropic's models within Microsoft's existing services. This relationship could increase Azure computing revenue and paid enterprise AI adoption, although profitability will depend on customer demand, infrastructure utilization, and the cost of delivering AI services.

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4. NVIDIA (NVDA): Anthropic's GPU and AI Model Optimization Partner

Core Role: AI GPUs, computing systems, and software

Financial Ties With Anthropic: Up to $10B investment; GPU and AI model collaboration

NVIDIA develops graphics processing units (GPUs), AI computing systems, and software used to train and run advanced AI models. Its data center business supplies cloud providers, technology companies, and AI developers, making NVIDIA a major hardware supplier across the AI industry.

NVIDIA's partnership with Anthropic includes an equity investment commitment of up to $10 billion and technical collaboration to optimize Claude models for NVIDIA hardware. Anthropic also announced access to more than 220,000 NVIDIA GPUs through SpaceX's Colossus 1 facility, expanding the computing resources available for AI workloads. Greater Claude adoption could support NVIDIA GPU demand and software adoption, although Anthropic also uses Google TPUs and Amazon Trainium. NVIDIA's financial benefit will therefore depend on its share of future AI infrastructure spending and demand from its broader customer base.

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5. Broadcom (AVGO): Anthropic's Custom AI Chip and Networking Supplier

Core Role: Custom AI accelerators and data center networking

Financial Ties With Anthropic: $63B equipment financing; $161.2B lease commitments

Broadcom develops semiconductor and infrastructure technologies, including custom AI accelerators, networking chips, and connectivity systems for large data centers. Its custom accelerators, known as XPUs, help technology companies build computing systems tailored to their AI performance and efficiency requirements.

Broadcom is a major supplier supporting Anthropic's next-generation computing infrastructure. An October 2026 financing transaction covers $63 billion in Broadcom AI accelerators and networking equipment, with deliveries beginning in 2027. Separately, Anthropic's S-1 describes approximately $161.2 billion in multiyear equipment lease payments excluding interest. These arrangements could support substantial future hardware demand and networking revenue as Anthropic expands capacity. However, the financing and lease figures should not be added together as a revenue forecast, and Broadcom's financial returns depend on equipment deliveries, project financing, and infrastructure deployment.

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6. Micron (MU): Anthropic's AI Memory and Storage Technology Partner

Core Role: High-bandwith memory and AI data storage

Financial Ties With Anthropic: Series H equity investment; memory and storage partnership

Micron Technology manufactures memory and storage products used in data centers, computers, and AI computing systems. Its portfolio includes high-bandwidth memory (HBM), DRAM, and solid-state drives (SSDs), which help AI processors handle large datasets and support faster model training and inference.

Micron's June 2026 strategic agreement with Anthropic includes an equity investment in Anthropic's Series H financing, collaboration on memory and storage architecture, technology supply, and enterprise Claude adoption. The companies have not disclosed Micron's investment amount or a specific Anthropic purchase commitment. As Claude's computing requirements grow, the partnership could strengthen Micron's position in advanced AI memory and storage. However, its financial contribution will depend on actual supply volumes, HBM demand, memory pricing, and Micron's ability to convert higher-value sales into stronger margins.

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How to Trade Anthropic Pre-IPO Futures on BingX

Before Anthropic's IPO, eligible traders can gain price exposure through ANTHROPIC-USDT pre-IPO futures on BingX without owning shares. After listing, investors can check BingX Stocks Trading for potential ANT stock availability and buy actual shares using USDT or USDC if supported. Pre-IPO futures do not automatically convert into shares. For detailed instructions, visit the Anthropic Pre-IPO Futures Trading Guide.

Step 1: Access BingX Futures. Sign up or log in to BingX, complete the required identity verification, and open BingX TradFi. Confirm that the contract is available in your region.

Step 2: Select ANTHROPIC-USDT. Search for ANTHROPIC and open the Anthropic pre-IPO futures contract. Review the current price and contract specifications.

Step 3: Prepare USDT Margin. Transfer USDT into your Futures account from another supported BingX account if needed.

Step 4: Set Leverage and Margin Mode. Choose Isolated or Cross Margin where available. Review leverage limits, collateral requirements, and the estimated liquidation price before trading.

Step 5: Place Your Trade. Select Open Long or Open Short based on your market expectations. Enter your position size, choose an order type, and confirm the details.

Step 6: Manage Your Position. Set Take-Profit and Stop-Loss (TP/SL) levels as appropriate. Monitor funding fees, available margin, and price movements around IPO announcements.

Trade Anthropic Pre-IPO Futures on BingX

What Are the Risks of Buying Related Stocks Ahead of the Anthropic IPO?

Investing in AI stocks connected to Anthropic offers exposure to its rapid growth, but high valuations, infrastructure spending, and execution challenges could affect potential returns. Investors should consider four key risks:

High IPO Valuation and Market Expectations: Anthropic's potential $2 trillion valuation has raised concerns about whether revenue growth can justify its price. PitchBook analyst Harrison Rolfes estimated a lower valuation of $1.42 trillion, highlighting the risk of inflated expectations across related AI stocks.
Heavy Infrastructure Spending: Anthropic's multibillion-dollar cloud and computing commitments require substantial capital. Partners such as Amazon, Google, and Microsoft must generate enough revenue from AI workloads to cover infrastructure costs and support profit margins.
Delays in AI Chip and Data Center Deployment: Broadcom, NVIDIA, and Micron depend on continued demand for AI computing equipment. Delayed data center construction, chip deliveries, or financing arrangements could postpone expected revenue and reduce growth expectations.
Uncertain Revenue and Investment Returns: Commercial agreements and equity investments do not guarantee immediate profits. Changes in supplier selection, AI model competition, or customer spending could affect future revenue, while announced commitments should not be mistaken for revenue already earned.

Final Thoughts: Which AI Stocks Could Benefit From Anthropic's IPO?

Anthropic's anticipated IPO highlights investment opportunities beyond the company itself. Amazon, Alphabet, and Microsoft offer exposure through cloud infrastructure and enterprise AI services, while NVIDIA, Broadcom, and Micron could benefit from growing demand for AI chips, networking, and memory. Their direct partnerships and financial commitments provide different ways to participate in Claude's expansion.

However, the strongest investment opportunities will depend on how Anthropic's infrastructure spending translates into actual revenue and profits. Cloud providers must generate sufficient returns on computing investments, while semiconductor suppliers depend on successful deployments and sustained hardware demand. Investors should compare these growth opportunities with each company's valuation, margins, and broader business performance rather than relying on Anthropic's IPO alone.

Risk Reminder: AI stocks face market volatility, valuation risks, and uncertain returns. Anthropic's IPO and partnerships do not guarantee profits, while delays in AI infrastructure spending could affect growth. This article is for educational purposes only and is not investment advice.

FAQs About AI Stocks Ahead of the Anthropic IPO

1. Which Publicly Traded Stocks Are Connected to Anthropic?

Amazon (AMZN), Alphabet (GOOGL), Microsoft (MSFT), NVIDIA (NVDA), Broadcom (AVGO), and Micron (MU) have disclosed investment or commercial relationships with Anthropic, spanning cloud computing, AI chips, networking, and memory infrastructure.

2. Does Buying Amazon or Google Stock Give You Exposure to Anthropic?

Yes, indirectly. Amazon and Alphabet have investments and commercial partnerships with Anthropic, but purchasing their stocks does not provide direct ownership of Anthropic shares. Their returns depend primarily on their broader businesses.

3. When Is Anthropic Expected to Go Public?

Anthropic filed for a Nasdaq IPO under the proposed ticker ANT on October 26, 2026. November 16 has been identified as a possible early trading date, although the official listing date and offering price remain unconfirmed in the available October reporting.

4. Will Anthropic's IPO Boost NVIDIA and Other AI Stocks?

Anthropic's IPO could increase investor attention toward NVIDIA, Broadcom, and its cloud partners. However, sustained stock gains will depend on whether Anthropic's infrastructure spending generates additional revenue and profits for these companies.

5. How Can I Trade Anthropic Before Its IPO on BingX?

Eligible traders can access Anthropic pre-IPO futures on BingX to trade Anthropic-related price movements before listing. These contracts provide derivatives exposure, not actual shares or IPO allocations, and involve leverage and liquidation risks.