Veytics Intelligence
2026-09-29 · NASDAQ

Anthropic Just Revealed a $518 Billion AI Spending Plan. Here Are the Stocks That Could Win.

Key Points Alphabet is poised to get the largest share of Anthropic's cloud infrastructure spending over the next decade. Amazon and Anthropic are working together on Project Rainier, a massive data center complex that uses nearly 500,000 AWS chips. Anthropic has incorporated Claude into Microsoft products such as GitHub Copilot, Microsoft 365 Copilot, and Copilot Studio 10 stocks we like better than Alphabet › There are some new details about the upcoming initial public offering from Anthropic , the artificial intelligence start-up behind Claude. Reuters reported on Sept. 29 that the company is seeking a valuation of $2 trillion, despite posting a net loss of almost $42 billion in 2025.

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