Dan Ives Flags Anthropic’s Regulatory Standoff and OpenAI Losses

*Wedbush analyst sees friction with the Trump administration, faster AI deal flow, and heavy losses at OpenAI ahead of its planned IPO.*

Dan Ives, global senior equity analyst at Wedbush Securities, described ongoing talks between the U.S. government and Anthropic as a “tug of war.” He also predicted an increase in artificial-intelligence mergers and acquisitions and pointed to reported losses at OpenAI before the company’s expected public offering later this year.

The comments came in a Bloomberg Technology interview on 16 June 2026. Ives framed the Anthropic discussions as part of broader regulatory attention on leading AI labs. He tied the expected pickup in M&A to competitive pressure among the largest model developers.

On OpenAI, Ives noted the scale of losses that have accumulated while the company prepares for an IPO. No specific financial figures were provided in the discussion.

Why it matters

The remarks underscore how policy uncertainty and capital intensity now sit at the center of AI strategy. Companies that must navigate both government scrutiny and large operating losses face a narrower set of options, most of which point toward consolidation or public-market scrutiny. For engineers and founders watching the space, the practical signal is that deal activity is likely to accelerate while regulatory posture remains unsettled.

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Sources:

• Bloomberg Technology

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