Quick Read – Microsoft (MSFT), and Amazon (AMZN): The three hyperscalers are deploying roughly $400 billion toward AI infrastructure this year, with Nvidia (NVDA) benefiting as chips for training and inference become mission-critical components of the AI buildout. – Anthropic…
aled from $87 million to $40 billion in annualized revenue run rate in just three years, compressing a growth cycle that took Salesforce 20 years into months, powered by enterprise adoption where AI models integrate directly into corporate workflows and usage compounds over time. – The analyst who called NVIDIA in 2010 just named his top 10 AI stocks. Get them here FREE
Artificial intelligence has already produced plenty of eye-popping numbers. Nvidia (NASDAQ:NVDA) crossed a $5 trillion market cap. Microsoft (NASDAQ:MSFT) and Amazon (NASDAQ:AMZN) alone are spending nearly $400 billion on AI infrastructure this year.
Data center electricity demand is climbing so fast that utilities are suddenly growth stocks again. But one figure may be the most startling yet. Anthropic went from an annualized revenue run rate of $87 million to $30 billion in just three years — and is now reportedly approaching a $40 billion run rate.