WS #14278

From 500 msgs · 6 key-dev

Anthropic revenue run rate tops $65B, Nvidia guarantees $105B for OpenAI data center, driving AI chip stocks higher. Fabrinet Q4 EPS $4.10 beats, revenue $1.316B beats, Q1 guidance above estimates. Microsoft internally limits GitHub Copilot token usage due to rising compute costs, a potential AI cost concern.

AI infrastructure boom (Anthropic, Nvidia)

Anthropic revenue run rate tops $65B, Nvidia guarantees $105B for OpenAI data center, driving AI chip stocks higher.

Fabrinet Q4 EPS $4.10 beats, revenue $1.316B beats, Q1 guidance above estimates.

Microsoft internally limits GitHub Copilot token usage due to rising compute costs, a potential AI cost concern.

Full world state #14278 →