Anthropic Just Revealed a $518 Billion AI Spending Plan. Here Are the Stocks That Could Win.
Key PointsAlphabet is poised to get the largest share of Anthropic's cloud infrastructure spending over the next decade.
Anthropic, the AI startup known for its Claude model, is set to go public with a lofty $2 trillion valuation, according to Reuters. Despite posting a net loss of $42 billion in 2025, the company is betting big on its AI capabilities. In its IPO prospectus, Anthropic reveals it plans to spend an astounding $518 billion over the next ten years on cloud computing and AI infrastructure to fuel its growth.
What's particularly noteworthy is that 80% of this massive investment is non-cancelable, meaning Anthropic must pay up even if it never utilizes the services. This level of commitment raises questions about the company's long-term financial strategy and AI ambitions.
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