WS #14280
Anthropic's Q2 revenue of $11.5B (14x YoY) and $65B run rate boosts AI hardware (NVDA, AMD, MU) while pressuring software names (NOW, CRM, TTD) on AI disintermediation fears. Nvidia confirms $105B residual value guarantee for OpenAI's Ohio data center and $1.5B investment in SB Energy, reinforcing AI infrastructure capex supercycle.
Anthropic revenue surge drives AI rotation
Anthropic's Q2 revenue of $11.5B (14x YoY) and $65B run rate boosts AI hardware (NVDA, AMD, MU) while pressuring software names (NOW, CRM, TTD) on AI disintermediation fears.
Nvidia confirms $105B residual value guarantee for OpenAI's Ohio data center and $1.5B investment in SB Energy, reinforcing AI infrastructure capex supercycle.