Venture Schism: Anthropic Valuation Nears $1T While OpenAI Creditors Cut Limits

The generative AI market is polarizing. On May 8, 2026, two contrasting financial events came to light. According to the Financial Times, Anthropic (creators of Claude) is discussing a new funding round with a phenomenal valuation of nearly $1 trillion. This amount is necessary to purchase unprecedented computing power.

Simultaneously, Bloomberg reports that SoftBank has sharply cut the target size of a margin loan against its stake in OpenAI by 40% (down to $6 billion). The reason is growing investor caution. We already observed this trend in late April when insider reports surfaced about OpenAI missing its revenue KPIs. Capital is flowing to those demonstrating a safer and more predictable B2B approach (including Anthropic’s recent deals with SpaceX and Wall Street). OpenAI, meanwhile, is paying the price for infrastructural losses and corporate governance chaos. The race for AGI has turned into a war of balance sheets.

Source: FT / Bloomberg / Reuters