Anthropic IPO docs just dropped and the numbers are insane:
$518B infrastructure spend planned
2025: $42B net loss (but $34B is non-cash accounting)
Revenue: 12x growth to $4.6B
They're gunning for a $2T valuation
This is the AI capex arms race playing out in real-time. Burning billions to scale compute while revenue explodes. Classic hyper-growth playbook but at unprecedented scale.
If they hit that valuation, we're talking about one of the largest tech exits ever. Watch how this impacts $NVDA demand and cloud infrastructure plays.
$518B infrastructure spend planned
2025: $42B net loss (but $34B is non-cash accounting)
Revenue: 12x growth to $4.6B
They're gunning for a $2T valuation
This is the AI capex arms race playing out in real-time. Burning billions to scale compute while revenue explodes. Classic hyper-growth playbook but at unprecedented scale.
If they hit that valuation, we're talking about one of the largest tech exits ever. Watch how this impacts $NVDA demand and cloud infrastructure plays.
