Anticipation is building that a wave of high-profile artificial intelligence companies could head to the public markets, and a possible SpaceX listing is helping fuel the speculation.
According to Bloomberg, a SpaceX IPO is sparking anticipation around two of the most closely watched private AI firms: OpenAI and Anthropic. The reasoning is straightforward — when a marquee, deep-pocketed private company tests public-market appetite, investors and rivals watch to see whether the door is open for others to follow.
That enthusiasm comes with a caveat about how different these bets actually are. An analysis published on MSN frames the choice through a head-to-head comparison of chipmaker Cerebras and SpaceX, asking which is the better AI IPO stock to buy and hold for the next 10 years. According to that piece, both companies offer investors exposure to the AI infrastructure build-out — the hardware, compute, and systems underpinning the AI boom — but investors need to understand the very different risks behind each stock.
The takeaway from the sources is less about any single confirmed listing than about momentum and mood: a marquee IPO can shift expectations for an entire category.
Why it matters: how these debut offerings are priced and received could shape whether everyday investors get a direct stake in the AI boom — and how much risk they take on to get it.