Anthropic's rise shakes OpenAI's valuation anchor, forcing SoftBank to cut AI financing goals.

According to the app of Zhitong Finance and Economics, informed sources revealed that due to the hesitant attitude of some creditor banks, SoftBank (SFTBY.US) has significantly reduced its target for collateralized loans using its OpenAI shares from the original 100 billion US dollars to 60 billion US dollars. This move, with a decrease of up to 40%, not only challenges founder Masayoshi Son's grand blueprint of driving AI expansion through massive debt, but also becomes a landmark event in the market's "reality check" on AI unicorns. Due to the involvement of private affairs, the sources requested anonymity and stated that details such as the final loan amount may still change as negotiations progress.