WS #14229
Anthropic reports 14x YoY revenue growth ($11.5B quarter) and expects $200B revenue by 2028, with IPO valuation potentially $2T, supporting AI infrastructure names. Nvidia reduces its planned guarantee for OpenAI's Ohio data center to <$120B from $250B, signaling caution in AI infrastructure financing.
AI infrastructure and Anthropic IPO
Anthropic reports 14x YoY revenue growth ($11.5B quarter) and expects $200B revenue by 2028, with IPO valuation potentially $2T, supporting AI infrastructure names.
Nvidia reduces its planned guarantee for OpenAI's Ohio data center to <$120B from $250B, signaling caution in AI infrastructure financing.