WS #14279
Anthropic's revenue run rate tops $65B (Q2 $11.5B, 14x YoY), Nvidia's $105B guarantee for OpenAI Ohio data center and $1.5B SB Energy investment confirmed, driving chip stocks (AMAT, MRVL, MTSI, AMKR, FN) higher; Fabrinet beats and raises guidance. Microsoft internally rationing AI tokens for GitHub Copilot, indicating cost management even at hyperscalers, potentially tempering AI rally narrative.
AI infrastructure and chip rally
Anthropic's revenue run rate tops $65B (Q2 $11.5B, 14x YoY), Nvidia's $105B guarantee for OpenAI Ohio data center and $1.5B SB Energy investment confirmed, driving chip stocks (AMAT, MRVL, MTSI, AMKR, FN) higher; Fabrinet beats and raises guidance.
Microsoft internally rationing AI tokens for GitHub Copilot, indicating cost management even at hyperscalers, potentially tempering AI rally narrative.