WS #14248

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Anthropic's Q2 revenue surge to $11.5B, Nvidia's $500B compute financing platform, and $1.5B SB Energy investment signal sustained AI capex, boosting semis and memory stocks.

AI Infrastructure Boom

Anthropic's Q2 revenue surge to $11.5B, Nvidia's $500B compute financing platform, and $1.5B SB Energy investment signal sustained AI capex, boosting semis and memory stocks.

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