Anthropic is planning to spend up to $86 billion renting Nvidia's AI chips through cloud providers, and the source sees that kind of massive, locked-in demand from leading AI companies as a strong reason to be bullish on Nvidia's stock.
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Anthropic has committed $111 billion to buy computing power from Google Cloud, locking in a massive and predictable revenue stream that should drive significant growth for that part of Google's business — making GOOGL a buy.
Anthropic has committed $110 billion to run its AI workloads on Amazon's cloud infrastructure, giving AWS a massive, locked-in revenue stream that should be a major tailwind for Amazon's stock.