Anthropic's ARR grew 500% in 5 months to $47B, justifying AI infrastructure buildout frenzy. Capex is rising due to clear monetization. Profitability concerns will surface later as business model is capital intensive. OpenAI likely to IPO first to own narrative. PE firms like Apollo financing GPU purchases for neoclouds lacking balance sheets.
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Mandeep Singh 8.0
Financial Media
Mandeep Singh 8.0
6/1/2026 10:24:46 PM
ndx
Market is rewarding AI narratives. Capex numbers are going up. There is a frenzy in building AI infrastructure because there is clear monetization.
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| 5/11/2026 3:12:21 PM | medium term cautious up | 20 days later | +4.99% | +2.49% |
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| 3/13/2026 6:44:24 AM | short term cautious down | 7 days later | -1.89% | +0.95% |
| 3/9/2026 2:08:40 PM | short term down | 6 days later | -1.21% | +1.21% |
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| 8/12/2025 8:37:14 AM | short term cautious down | 5 days later | -0.57% | +0.28% |
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| 8/5/2025 10:31:22 AM | short term cautious down | 5 days later | +0.91% | -0.45% |
| 7/25/2025 12:39:07 PM | short term up | 7 days later | -0.72% | -0.72% |
| 7/16/2025 9:14:41 AM | short term up | 5 days later | -0.08% | -0.08% |
