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13F filing shows Nvidia with $21 billion in SpaceX and $30 billion in Intel, two anchor clients of the company itself. The pattern echoes Cisco's vendor financing model from 1999.
Anthropic's revenue grows 14 times in the quarter, and OpenAI claims to have surpassed consumer revenue with $40 billion in ARR. The Big 4 and global banks are revising token contracts in light of this surge.
CFO Sarah Friar confirms to investors the inversion: enterprise grew 32% in one month and surpassed consumer four months earlier than expected, with an IPO above $1 trillion on the horizon.
Revenue 14 times greater than in the same period of 2025, with adjusted positive operating profit for the first time; company signals IPO for fall 2026.
A Bloomberg report indicated that Anthropic recorded preliminary revenue exceeding $11.5 billion in Q2 2026, a 14-fold increase compared to the same period last year, with positive adjusted operating profit for the first time in the company's history.
According to Bloomberg, Anthropic is in talks for the largest acquisition in its history to incorporate Decart's GPU optimization stack and the Lucy and Oasis world models, in a year when it plans to go public.
Revenue of $17.25 billion in the fourth quarter surpassed consensus, and AI orders grew 4.5x year-over-year, but guidance for gross margin below expectations caused a 6% drop in after-hours trading.
Cisco closed the fiscal year with revenue of $17.3 billion (+18%) and $9.3 billion in infrastructure orders from hyperscaler AI, but the gross margin guidance led to a 4.6% drop in shares after hours.
CoreWeave reported $2.58 billion in revenue for Q2 2026 (+112% year-over-year), a backlog of $104 billion, and revised capex to up to $39 billion. CEO Michael Intrator referred to it as a 'turning point.'
GPU rental provider concluded the quarter with $104 billion in backlog and a new $21 billion contract with Meta through 2032. The size of the debt has become the new debate.
The second primary offering was raised from $15 billion to $20 billion with demand exceeding $100 billion at a price of $95 per share. Lip-Bu Tan conditioned the continuation of the foundry on 14A.
The consultancy projected on Monday that global spending on AI-optimized infrastructure will nearly double by 2026, reaching $66 billion in 2027. For the first time, inference surpasses training.