人工智能初创公司Anthropic虽未上市，但在预测市场Polymarket上，其拿下2026年全球最大规模IPO的概率已升至44%，逼近SpaceX的55%；上周SpaceX还遥遥领先。Anthropic迅速缩小差距，引发市场高度关注。
AI编程助手Cursor宣布加入SpaceX，标志双方在算力与模型研发上深度融合。Cursor已从基础代码补全发展为能交付实际生产力的AI智能体，此次整合旨在应对大模型技术拓展带来的庞大算力需求。
马斯克称，SpaceXAI数据中心电力容量将在2027年底前扩大约7倍至10GW，AI算力基建近乎指数级增长；其已建成“全球最强AI训练集群”，并计划明年底前将集群规模提升至当前约10倍。
据《财富》报道，Anthropic计划2026年10月以2万亿美元估值上市，将超越SpaceX成为史上最大IPO。SpaceX今年6月上市时市值约1.77万亿美元，曾创美股纪录。这家成立仅数年的AI公司若如期推进，将取代火箭巨头摘得“最大IPO”桂冠。
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