Anthropic Could Become the Most Valuable Software Company in History. These Stocks Have Exposure to the AI Giant.

Justin Pope, The Motley Fool

Sun, June 28, 2026 astatine 9:50 AM CDT 5 min read

Anthropic confidentially submitted its draught S-1 filing to the U.S. Securities and Exchange Commission (SEC) connected June 1, paving the mode for a imaginable archetypal nationalist offering (IPO). The institution down Claude, 1 of the apical artificial quality (AI) apps, could go the largest bundle IPO successful past aft its astir caller backing rise valued the concern astatine $965 billion.

If backstage backing is immoderate indication, Wall Street volition beryllium warring for shares erstwhile the institution yet begins trading (market watchers and fiscal analysts expect the institution to execute the IPO arsenic aboriginal arsenic autumn 2026). But you don't person to put straight successful Anthropic to person exposure.

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Here are 5 stocks that basal to payment from their ain investments and relationships with the blistery AI company.

1. Amazon

Cloud computing person Amazon (NASDAQ: AMZN) began investing successful Anthropic successful 2023. Amazon has invested astir $13 cardinal to date, with plans to put up to $20 cardinal more. The 2 companies besides enactment intimately together. Anthropic uses some Amazon's unreality services and its Trainium AI chips to tally its Claude models.

Amazon's involvement successful Anthropic has grown importantly alongside Anthropic's backstage marketplace valuation. Amazon's involvement was worthy astir $74 billion, according to a filing successful April. But that was earlier Anthropic's astir caller rise successful May. Today, Amazon's concern successful Anthropic could transcend $100 billion, and it whitethorn emergence further if Anthropic goes public.

2. Alphabet

Tech elephantine Alphabet (NASDAQ: GOOGL) (NASDAQ: GOOG) was different 1 of Anthropic's aboriginal supporters and investors. The institution owns an estimated 14% involvement successful Anthropic. Based connected its astir caller backing round, it could worth Alphabet's equity astatine astir $135 cardinal today. Although Alphabet competes with Anthropic done its Gemini AI, the 2 companies enactment intimately together.

Anthropic is 1 of Alphabet's cardinal unreality customers and should stay so. The institution has reportedly committed to spending $200 cardinal connected Google's unreality services and tensor processing portion (TPU) chips implicit the adjacent 5 years. That could beryllium a immense maturation catalyst for Alphabet alongside its lucrative involvement successful the company.

3. Salesforce

Software institution Salesforce (NYSE: CRM) has besides gotten successful connected Anthropic's backing rounds implicit the years, though not to the grade of Amazon oregon Alphabet. Salesforce reportedly invested $50 cardinal backmost successful 2023, and consequent investments person built up a involvement worthy astir $5 cardinal today. That's a immense instrumentality connected concern and an plus that absorption could yet monetize erstwhile Anthropic goes public.