WS #14095
OpenAI enterprise revenue now exceeds consumer with $40B run rate; Anthropic heading toward $2T IPO; Oracle falls on data center delay; Tesla robotaxi permit limited to 10; Applied Materials and Lam Research up on AI demand.
AI Infrastructure and Tech Divergence
OpenAI enterprise revenue now exceeds consumer with $40B run rate; Anthropic heading toward $2T IPO; Oracle falls on data center delay; Tesla robotaxi permit limited to 10; Applied Materials and Lam Research up on AI demand.