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Anthropic's push for a valuation of roughly $1.4t, backed by heavy commitments from giants like Nvidia, Microsoft and Google, shows how much money is chasing the computing muscle behind AI models. The big opportunity now sits with the companies that sell that raw horsepower. This article breaks down three stocks from a focused AI infrastructure and cloud screen that aims to capture that theme. The stocks covered below are just a small sample, and the full screen surfaced 36 more companies with equally compelling AI infrastructure and cloud narratives that are not included in this article.
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