Anthropic, you see, is aiming for a public offering. A bit of a circus, if you think about it. They expect to make around eighteen billion dollars this year. Quadrupling their earnings. A lot of money. So it goes.
Next year? Fifty-five billion. Numbers like that…they lose meaning, don’t they? Still, someone has to build the machines that do the thinking. Or, at least, the pretending. And a few companies are doing very well indeed. Let’s look at two of them.
1. Nvidia
Like most of these artificial intelligences, Anthropic relies on Nvidia’s graphics processing units. GPUs. Fancy little chips. Other companies are trying to compete, of course. Always someone trying to grab a piece of the pie. But Nvidia still holds the cards. They’re the ones making the things go. It’s a bit like watching a very expensive hamster wheel spin.
Nvidia, naturally, is the most valuable company in the world right now. All those GPUs, pushing artificial intelligence forward. It’s a good business, if you can get it. And they have. They’re making a killing.
Jensen Huang, the CEO of Nvidia, described Anthropic’s Claude as “incredible.” He said his company uses it. Heavily. A bit of mutual admiration, you might say. Nvidia is also investing in Anthropic. Billions of dollars. Microsoft is in on it too. More billions. It’s all very…tidy.
Anthropic uses Nvidia processors, Amazon and Microsoft provide the servers built on the hardware. It’s a closed loop. A comfortable arrangement. So it goes.
2. Broadcom
Nvidia makes the brains, if you will. Broadcom makes the plumbing. The connectivity chips that hold everything together. They’re the ones ensuring all those little signals get where they need to go. A less glamorous job, perhaps. But essential. And profitable.
In December, Anthropic placed an order with Broadcom for ten billion dollars worth of custom chips. In addition, another eleven billion for XPUs and server racks. Numbers like that… they really don’t mean anything, do they? Just a lot of digits marching across a screen.
Broadcom’s revenue surged. Twenty-eight percent. To eighteen billion dollars. That was last quarter. They’ll be getting more money from Anthropic this year. Likely a lot more. It’s a good thing to be in the business of connecting things. Especially when those things are making billions.
Anthropic’s reliance on Microsoft and Amazon cloud services will continue to benefit Broadcom. It’s a ripple effect. One thing leading to another. As long as Anthropic keeps growing, Broadcom will likely do very well. It’s a simple equation, really. So it goes.
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2026-02-03 09:02