Quick Read Anthropic's $517B compute commitment sits almost entirely behind NVDA, which posted $96B in Q2 revenue representing a 106% year-over-year increase and guided Q3 to $108B. AMZN and GOOGL committed over $300B for roughly 11 GW of capacity, while MSFT separately pledged $30B in Azure compute, all heavily NVIDIA-powered. Just released. Our analysts combed the entire stock market and named the ten best stocks to buy right now, and NVIDIA made the cut. Enter your email to see the other nine names and why NVDA earned its spot. The report is free. Enter your email and see the full list. Number That Stops You Cold $517 billion.
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