AI & Finance News — 2026-09-20 (Sun) Evening News

Overview

Anthropic's IPO has been postponed to November, and the focus is on a valuation of $2 trillion on a Korean scale (TradingKey, Chosunbiz, 아시아경제). Banks loan $22B to Blackstone/Crux AI, continuing funding for AI data center (Dealroom). It was also reported that Anthropic's Claude was exploited and used to infiltrate OpenAI (WSJ).

Bank trends

Multiple banks loaned Blackstone's Alphabet's Crux AI $22B using semiconductors as collateral (Dealroom). IREN stock continued to rise following the $2.8B AI contract disclosure, and Goldman Sachs maintained its ``Neutral'' rating while evaluating customer diversification (Stocktwits). An adviser to the People's Bank of China said AI could deepen the imbalance between supply and demand (AsiaOne). IBK (Industrial Bank) has established an AI transformation committee (Seoul Economic Daily). In Japan, there are reports that as investment in AI data centers accelerates in Japan and the US, financial institutions will be required to have discerning skills (Tokyo Press Newspaper).

Insurance trends

Manulife has launched a travel insurance quote app on ChatGPT (itij.com). There is an article on the use of AI agents in regulated industries (Medium). Anthropic CEO called for stronger regulation of AI (ABC News).

Trends in asset management and market transactions

A BlackRock executive said innovation will be at the heart of AI trading in China's "two-speed economy" (The Business Times). Bloom Energy raises $25B to power AI data centers (Dealroom). Coinbase said custom agents drove the majority of trading activity last week (Yahoo Finance). A billionaire who owns 80% of Bitcoin said, ``I will never buy an AI bubble'' (Stocktwits).

Fintech/payment trends

There are reports that AI is transforming payment and fraud prevention in the travel sector (The National, UA.NEWS). BankInfoSecurity has warned that AI has made financial crime "accessible to everyone" (BankInfoSecurity). In the UAE, AI advancement is driving the growth of the cybersecurity market (Gulf Today). Kazakhstan is planning a national cryptoasset analysis center to track the flow of digital assets (Qazinform).

Remarks from key figures and authorities in the financial world

Of this list, only the following statements and actions were confirmed to be explicitly stated in the headlines. - Anthropic CEO (not included in the tracking list, but included as a statement from an important person): Called for stronger regulation of AI (ABC News). For Jamie Dimon, Larry Fink, Jane Fraser, David Solomon, Brian Moynihan, Ted Pick, Ken Griffin, and Paul Atkins, no specific statements or actions are listed in the headline.

Trends in AI-related stocks and funding

Anthropic has postponed its IPO to November, with investors considering a Korea-sized $2 trillion valuation (TradingKey, Chosunbiz, 아시아경제). Nvidia-backed company Nscale revealed a surge in revenue in its U.S. IPO filing (Magzter). IREN stock continues to rise following $2.8B contract disclosure (Stocktwits). Bloom Energy raises $25B (Dealroom). Blackstone/Crux AI received a $22B loan from a group of banks (Dealroom).

Trends in financial regulation and supervision

An analysis has revealed that AI chatbots have failed tests on the accuracy of financial advice (blockchain.news). An advisor to the People's Bank of China mentioned the risk of deepening the imbalance between supply and demand due to AI (AsiaOne). There are no new official announcements from the SEC, FCA, FSB, or the Financial Services Agency itself in the headlines, and there are no notable developments.

Integrated analysis: What is happening now

Looking at the flow of funds, we see that both banks and asset management are continuously supplying funds to "AI infrastructure (data centers, semiconductors, power)", including a bank group's $22B loan to Blackstone/Crux AI, Bloom Energy's $25B electricity procurement, and IREN's $2.8B contract (Dealroom, Stocktwits). On the other hand, Anthropic's IPO has been postponed to November, and investors are showing caution regarding the $2 trillion valuation, so it appears that there is a difference in temperature between funding for AI companies (model development companies) and funding for AI infrastructure companies. The risk lies in the possibility that AI technology itself is becoming a new vector for cyber and financial crime risks, as shown by the incident in which Claude was exploited and used to infiltrate OpenAI (WSJ) and the lowering of the threshold for financial crimes through AI (BankInfoSecurity). Regarding the direction of regulations, Anthropic CEO himself calls for stricter regulations, while an advisor to the People's Bank of China points out the risk of supply-demand imbalance, and it appears that both regulators and the industry are becoming increasingly cautious about the rapid expansion of AI.

Future points of interest

- How will Anthropic's IPO (scheduled for November, with a valuation of $2 trillion) affect the funding market and valuation formation? - Will large-scale loans for AI infrastructure by banks (Blackstone, Crux AI, etc.) continue and expand? - In response to the Claude abuse incident, will AI model provider companies strengthen their security and regulatory responses?