WS #13981

07:22→07:51 UTC

From 446 msgs · 5 key-dev

Holding: newest synthesis is 84d 5h old

Anthropic targets $2T+ IPO valuation; L&T wins NVIDIA B300 AI factory order; Lenovo beats on AI-driven revenue, reinforcing AI capex theme.

AI infrastructure supercycle

Anthropic targets $2T+ IPO valuation; L&T wins NVIDIA B300 AI factory order; Lenovo beats on AI-driven revenue, reinforcing AI capex theme.