TMT Daily "TOTVS/GLOB/CINT: Anthropic & OpenAI potential IPOs could rais..."

研报英文原文证据摘录

TMT Daily "TOTVS/GLOB/CINT: Anthropic & OpenAI potential IPOs could rais..."

Global Research

8 June 2026ab

TMT Daily Equities

Emerging MarketsTOTVS/GLOB/CINT: Anthropic & OpenAI

potential IPOs could raise AI costs; TOTVS: Telecommunications

Hyperscalers becoming AI distribution hubs Leonardo Olmos,AnalystCFA

leonardo.olmos@ubs.com

+55-11-9658 7533

TOTVS/GLOB/CINT: Anthropic and OpenAI potential IPOs could raise enterprise Gustavo Farias

Associate AnalystAI costs

gustavo.farias@ubs.com

What happened: According to CIO, Anthropic and OpenAI are both moving toward +55-11-2767 6154

IPOs, raising questions about future enterprise AI costs.

More capital, but new profit pressure. According to the article, going public

would likely raise hundreds of millions of dollars for both companies to fund

their products and cover costs. But many observers worry that moving from

private research labs to public companies would put Anthropic and OpenAI

under new pressure to turn a profit, with enterprises seen as a key revenue

source.

Experts expect higher enterprise costs post-IPO. Experts cited in the article

expect relevant price increases for enterprise customers, especially heavy

users of APIs, copilots, and agents, along with paid tiers for basic data privacy.

UBS's take: If AI costs across the major LLM providers rise, we see three things

enterprises will likely need:

(i) Better orchestration of their processes to adopt AI with a compelling ROI.

Positive for IT services, and we believe Anthropic and OpenAI themselves

moving into implementation services reinforces this.

(ii) A platform to manage AI cost and performance across the company and

connect models to core enterprise data. Positive for systems of record like

TOTVS.