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Space and AI Giants Predict a Storm of Mega IPOs in 2026... SpaceX, OpenAI, and Antropic's Combined Value Exceeds $3 Trillion

 

[News Space=Reporter seungwon lee] The U.S. stock market is expected to experience a historic upheaval in 2026 with the massive initial public offerings (IPOs) of SpaceX, OpenAI, and Antropic. The combined value of these three companies is expected to exceed $3 trillion (approximately 4,335 trillion won), and the size of a single IPO could dwarf Saudi Aramco's $29 billion (approximately 42 trillion won).

 

SpaceX Goes Directly to 'Largest IPO' with $1.5 Trillion Listing

 

SpaceX was valued at $800 billion through an internal stock sale last December, and Elon Musk has officially confirmed an IPO in 2026. Bloomberg reported that SpaceX is aiming to raise more than $30 billion and ultimately reach a valuation of $1.5 trillion, which will be used to fund high-frequency launches for its Starship rockets and the construction of space AI data centers.

 

CFO Brett Johnson's shareholder letter stated that the company plans to go public within 12 months, "barring market shocks," and forecasts revenue growth from $15 billion in 2025 to $22-24 billion in 2026.

 

OpenAI Accelerates Preparations for a $1 Trillion AI IPO

 

OpenAI is pursuing an IPO with a valuation of up to $1 trillion, with regulatory filings expected in the second half of 2026, and is discussing raising at least $60 billion. According to Reuters, annualized revenue exceeded $20 billion by year-end, but losses are widening, and the company needs funding for data center expansion, including projects like the "Stargate" project. OpenAI, which transitioned to a public benefit corporation (PBC) after completing its restructuring with Microsoft, is emphasizing a $100 billion infrastructure investment to train next-generation models like GPT-6.

 

Antropic is considering a $350 billion enterprise AI IPO

 

Antropic has hired law firm Wilson Sonsini to prepare for an IPO in early 2026, and is currently discussing a valuation of $300-$350 billion in a new funding round. According to the FT, Antropic has over 300,000 enterprise customers and is projecting annual revenues to double to triple to $26 billion by 2026. Partnerships with Amazon and Google are also underway to expand Cloud AI into healthcare and finance. Early discussions are underway with investment banks, but no lead underwriter has been selected.

 

The IPO market is expected to exceed $80 billion by 2025, with explosive growth expected in 2026

 

In the first half of 2025, US IPOs raised $28.9 billion across 168 deals, a sharp increase from the same period in 2024, bringing the total to over $81.5 billion for the year. Led by the technology and healthcare sectors, large-scale listings such as Venture Global ($1.8 billion) and Coreweave ($1.6 billion) followed. However, just one of these three IPOs could surpass the total for the entire year.

 

Trump's tariffs and AI bubble concerns highlight the biggest risks

 

President Donald Trump's tariff policies, which have pushed average tariff rates to 17%, have temporarily cooled the IPO market, and the AI ​​bubble controversy is exacerbating the correction in large-cap tech stocks. Market experts cite the government shutdown and trade uncertainty as potential variables, but if the stock market remains robust, they anticipate a surge in IPO volume in 2026. Mark Bogett, CEO of Seraphim Space, said, "The SpaceX IPO will be an event that will reshape the space economy."

 

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