What if Anthropic is right about its doomsday machine? - AFR

James Thomson Columnist Oct 31, 2026 – 5.00am If it wasn’t already obvious how pivotal the float of Anthropic will be to the fate of the artificial intelligence boom, it should be now. Even the biggest gorillas in the AI zoo are feeling the market’s growing doubts about how – and when – the trillions of dollars of spending on AI infrastructure will deliver meaningful returns. Loading... Save Log in or Subscribe to save article Share Copy link Copied Email LinkedIn Twitter Facebook Copy link Copied Share via... Gift this article Subscribe to gift this article Gift articles to anyone you choose each month when you subscribe. Subscribe now Already a subscriber? Login License article Read More AI Analysis Anthropic IPO Cybersecurity AFR Weekend Perspective James Thomson Columnist James Thomson is senior Chanticleer columnist based in Melbourne. He was the Companies editor and editor of BRW Magazine. Connect with James on Twitter . Email James at j.thomson@afr.com Fetching latest articles