Anthropic in Talks with Google for Cloud Deal Worth Tens of Billions - To The Moon

Anthropic in Talks with Google for Cloud Deal Worth Tens of Billions

AI startup Anthropic is in negotiations with Google for a cloud deal worth tens of billions of dollars. The deal involves Google providing additional computing power to Anthropic. The talks are ongoing, and if finalized, Google's parent company Alphabet's stock price may be impacted positively. Anthropic is expected to see significant revenue growth next year due to the rapid adoption of its enterprise products.

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- TigerongTigerong
  ·11-01
  We think Anthropic is in good health today, and that the next two years decide whether it stays that way, as the computing bills arrive faster than the revenue that has to pay them. Watch for “buy the rumour, sell the news”. Chip stocks had a rough October. The Philadelphia Semiconductor Index fell 19% from 6 October to 22 October, on worries about how much is being spent on AI. Then the filing came out and the index jumped about 3% in a day, with Nvidia and Broadcom up about 3% each. The excitement can fade just as fast once trading starts. A listing this size also needs buyers, and some funds will sell other AI stocks to make room for ANT. Remember Facebook. It listed at US$38 in May 2012, fell below US$20 by August, and slid further when the first lock-up ended. We wouldn’t chase AI sto
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- TigerongTigerong
  ·11-01
  We think Anthropic is in good health today, and that the next two years decide whether it stays that way, as the computing bills arrive faster than the revenue that has to pay them. Watch for “buy the rumour, sell the news”. Chip stocks had a rough October. The Philadelphia Semiconductor Index fell 19% from 6 October to 22 October, on worries about how much is being spent on AI. Then the filing came out and the index jumped about 3% in a day, with Nvidia and Broadcom up about 3% each. The excitement can fade just as fast once trading starts. A listing this size also needs buyers, and some funds will sell other AI stocks to make room for ANT. Remember Facebook. It listed at US$38 in May 2012, fell below US$20 by August, and slid further when the first lock-up ended. We wouldn’t chase AI sto
  167 Comment
  1
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