WS #14169
CoreWeave Q2 revenue up 112%, backlog $104B; AWS growth 37% with 39% margin; Micron AI-memory surge. Investors model $2T+ IPO for Anthropic, largest ever, with revenue run-rate expected to reach $100-120B by end-2026.
AI infrastructure earnings
CoreWeave Q2 revenue up 112%, backlog $104B; AWS growth 37% with 39% margin; Micron AI-memory surge.
Investors model $2T+ IPO for Anthropic, largest ever, with revenue run-rate expected to reach $100-120B by end-2026.