Anthropic’s IPO Momentum as CoreWeave Rattles AI Trade
THE SO WHAT
Anthropic’s IPO prep alongside CoreWeave talking about “unlimited” capital for data centers underscores how AI infra is becoming its own asset class, not just cloud capex. If you depend on GPU access, treat your infra providers like strategic partners—lock in terms, diversify, and monitor their financing risk as closely as you monitor model roadmaps.
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