NYT：Anthropic IPO 或让高盛与摩根士丹利各赚约 1 亿美元
Anthropic 上市承销格局定了：高盛牵头、大摩护盘，复制 SpaceX 那套分工，还顺手给它供芯片的融资，利益链挺有意思。
《纽约时报》报道，Goldman Sachs 已取得 Anthropic IPO 的主承销商位置，Morgan Stanley 转任稳定价格代理人，负责首日交易托底。这一分工与 SpaceX 今年 6 月创纪录 IPO 的结构一致，当时两家主承销行各赚约 1 亿美元，其余约 20 家银行分掉约 3 亿美元。Anthropic 尚未披露自己的承销费规模。Morgan Stanley 此前还共同主导了 630 亿美元的 Broadcom 融资，用于向 Anthropic 出售芯片，意味着同一家银行既为 Anthropic 定价股票，又为其算力供应链提供资金。
NYtimes: If Anthropic follows SpaceX, Goldman and Morgan Stanley could each earn about $100M from its IPO
On SpaceX’s IPO, 2 lead banks took $200M while about 20 others split roughly $300M.
> Goldman Sachs has taken the lead-left spot on Anthropic’s prospectus, reversing September reports that favoured Morgan Stanley, which now serves as stabilization agent, supporting first-day trading, which mirrors the 2 banks’ roles on SpaceX’s record June offering.
> This split copies SpaceX’s record June IPO, where each bank earned about $100M from a roughly $500M fee pool; Anthropic hasn’t disclosed its own fees.
> Morgan Stanley also co-led a $63B Broadcom financing for chip sales to Anthropic, so a bank pricing Anthropic’s shares is also financing its compute supply.
