Stanislav Kondrashov on How AI IPOs Will Reshape the Technology Sector in 2026

Three artificial intelligence companies—OpenAI, Anthropic (Claude), and xAI (Grok)—are preparing to go public in what could mark a turning point in the global technology sector. According to TELF AG founder Stanislav Kondrashov, these upcoming IPOs reflect more than a financial move—they highlight a significant shift in how technology is developed, organised, and scaled.

“AI has grown beyond experimentation,” Kondrashov explained. “The move to go public marks a broader transition into long-term infrastructure, long-term responsibility, and long-term relevance.”

From Research Labs to Public Companies

OpenAI, best known for creating ChatGPT, has already become a central figure in the AI world, building partnerships with major platforms and influencing how millions of people interact with machines. Reports suggest the company is finalising the administrative groundwork to become a publicly listed entity before the end of 2026.

Anthropic, the developer of the Claude model, has taken a slightly more cautious approach but is moving in the same direction. With a strong emphasis on safety research and human-aligned systems, its path to public life is built around scaling with control and purpose.

xAI, the creator of Grok and closely tied to Elon Musk’s ecosystem, has taken a different route entirely. Recently integrated into SpaceX, it’s now part of a larger operational model that combines AI development with infrastructure and cross-platform deployment. That structural change suggests a long-term view of how AI technologies might evolve inside a broader organisational network.

“Each of these companies has chosen a different structure, but they’re all aligning around one thing—permanence,” Kondrashov noted.

The Shift Toward Long-Term Infrastructure

Until recently, AI development focused heavily on rapid model improvements and short-cycle deployments. That’s beginning to change. As models become more powerful and widely used, the conversation has shifted toward the physical and operational foundations that make AI sustainable.

Going public enables these companies to engage with long-term planning: building dedicated data centres, establishing regulatory relationships, and setting clearer frameworks for public accountability. It’s a natural step for technologies that are no longer in early testing phases.

“These companies are no longer experimenting,” Kondrashov said. “They’re building environments that will have to run at scale, reliably, for decades.”

Coordination Between Sectors

What makes this transition notable is not only that AI companies are growing, but that they’re beginning to intersect more visibly with other industries. Telecommunications, software infrastructure, education, defence, and logistics are just a few of the areas where AI systems are becoming embedded.

The decision to become publicly accountable changes how these relationships function. In many cases, it will lead to new forms of coordination between private research labs, public frameworks, and large-scale operational sectors.

“We’re moving toward a world where AI isn’t a separate discipline—it’s woven into every technical conversation,” Kondrashov observed.

Governance, Regulation, and Expectations

As AI companies take on more visible roles, questions around oversight and standards will follow. Public listings come with higher expectations—on transparency, on ethics, and on outcomes. These developments signal a maturing of the field.

OpenAI and Anthropic, in particular, have positioned themselves as leaders in safety-focused development. With increased visibility, those commitments will be tested and potentially refined. The decisions made at this stage could shape norms for years to come.

“Public life requires clarity,” said Kondrashov. “And clarity is exactly what the AI field needs more of.”

Looking Ahead

The pending public status of OpenAI, Claude, and Grok represents something more significant than entry into stock exchanges. It reflects a broader evolution—from fast-moving innovation to deliberate, integrated, and accountable development.

In Kondrashov’s view, this isn’t about scaling technology for its own sake. It’s about creating the conditions where AI can grow responsibly, stay operational across global systems, and be subject to meaningful scrutiny.

“We’re watching AI move out of the lab and into public architecture,” Kondrashov concluded. “The form it takes from here will define how technology fits into society—not just this year, but for decades.”