
Desk: Aktienempfehlungen
One day after the IPO filing was submitted, signs are mounting that the AI boom is developing structural cracks: subscription costs are rising worldwide, an entire generation of startups is fighting for survival, and even infrastructure teams are desperately seeking savings.
The Anthropic IPO filing is now public – what's new today is the broader picture behind it. While the company marches toward the stock market with a valuation of nearly one trillion dollars, CNBC reports that the AI boom has channeled more than 250 billion dollars into heavyweights like OpenAI and Anthropic – while simply steamrolling hundreds of startups founded before ChatGPT's launch in 2022. Many of these companies face a choice: radically pivot or die.
Meanwhile, cost pressure on end users is growing noticeably. El Espectador reports that prices are rising across all AI segments – AI agents, which consume significantly more computing power than simple chatbots, are cited as the main driver. This translates directly into subscription fees: The West Australian reports that more than 150,000 Australians now pay for AI services like ChatGPT or Claude – a massive increase compared to three years ago. Those who pay, pay more; those who don't pay, get less.
On the corporate side, a practical example shows how seriously cost pressure is being taken: An engineering team documents on Hacker News how it was able to reduce Spark computing costs by 44 percent using AI-powered monitoring – an indication that even AI-savvy teams must actively keep infrastructure spending under control.
The paradox is obvious: the technology that is supposed to lower costs is simultaneously driving them up. Anthropic's IPO is the flagship of a boom whose fruits have so far concentrated at the top – among the major labs, the major investors. For everyone else – first-generation startups, developer teams with tight budgets, consumers with subscriptions – 2026 is the year the bill comes due.
Sources
13:001 Jun 2026cnbc.com