Speculation over an IPO for US AI startup Anthropic has been reported, while Japanese companies are increasingly advancing AI adoption through Claude implementation support and reseller agreements.
As the Nikkei 225 reaches new highs and US interest-rate trends stabilise, renewed interest in AI-related stocks is gaining momentum, and speculation over a major Anthropic IPO has become a market talking point. Bloomberg reports that an IPO is expected from mid-November onward, while Japanese companies are seeing increased interest in related stocks and potential spillover to peripheral names.
Among Japanese companies, Nomura Research Institute is preparing a service to support Claude adoption in the Japanese market from January 2026 and is expected to roll out its enterprise plan internally. NEC is reported to be pursuing a strategic partnership with Anthropic, with cooperation expected in enterprise applications and talent development.
Serverworks signed a reseller agreement with Anthropic in February this year and is expanding the provision and sales of the Claude AI model on AWS. Hitachi, Ltd. signed a strategic partnership agreement with Anthropic on 19 May this year and plans to strengthen its global expansion. NEC Corporation and Fujitsu have likewise entered into global and strategic partnership agreements and are promoting cooperation, including collaboration with financial institutions.
This article outlines how the Japanese companies discussed above are expanding their AI-related businesses through Claude adoption and reseller agreements, as speculation over the likelihood of an Anthropic IPO affects the market. It offers a perspective that takes into account both short-term market reactions and longer-term expansion in adoption.