Anthropic calls for an AI pause while SpaceX, OpenAI and Anthropic itself rush toward the biggest IPO wave in history

Between June 4 and 8, 2026, three U.S. technology companies launch almost simultaneously what is shaping up to be the largest wave of public offerings in the sector's history. Anthropic filed its IPO paperwork on June 5, targeting a trillion-dollar valuation. SpaceX, already valued at more than 400 billion dollars, is twice oversubscribed and has signed a 30-billion-dollar contract with Google, including 920 million dollars per month of computing capacity. OpenAI, for its part, is preparing to turn ChatGPT into a "superapp" ahead of its own listing.

The most widely noted point is a paradox: at the very moment of its filing, Anthropic issues a call for a coordinated global pause in AI development, citing "immense risks" tied to systems becoming more autonomous. The sequence unfolds as U.S. policymakers discuss public stakes in these companies, whether through the sitting administration or a proposal for a sovereign fund that would seize part of the capital of OpenAI and Anthropic.

The stakes go beyond finance. China and Hong Kong are excluded from the SpaceX offering on security grounds, while South Korea, Singapore and India position themselves as alternatives; India announces a vast plan to invest in its data centers. Access to the shares is being reorganized, including through tokenized channels that bypass the usual regulatory frameworks.

Several readings clash. Some actors take the risk warning seriously and await a regulatory response; others see mainly a financial and industrial opportunity, or a field of sovereignty to be won through infrastructure. How genuine the pause call is, how it squares with the race for valuations, and how access to capital is distributed remain the main disputed points.