The announcement of the US AI developer Anthropic's IPO, centered on AI infrastructure investment, has revealed a massive contract and raised the possibility of spillover to Japanese companies. NEC, Hitachi and Advantest are among the stocks attracting attention, while the impact on SoftBank Group is also being discussed.
Anthropic, the US AI developer, disclosed a massive AI infrastructure contract in its prospectus. Payment obligations are estimated at approximately $417 billion, while the total scale, including additional semiconductor procurement, is expected to reach as much as ¥130 trillion.
The massive investment is expected to spill over to Japanese companies. Stocks have been classified and organised from perspectives including partnership-related companies, infrastructure-related companies and the OpenAI camp, with specific stocks identified.
Among the Japanese stocks attracting attention, NEC, a leading partnership-related company, has become Anthropic's first global partner. Hitachi and Advantest have also been mentioned as related stocks.
Individual investor and economic analyst Masato Koga (古賀 真人) provides commentary, and the impact on SoftBank Group may also become a focus going forward.