What does the Anthropic boom mean? Bank of America: As long as large models keep advancing rapidly, those selling shovels and renting computing power will make steady profits without losses!
```
Anthropic's revenue is skyrocketing, reshaping investors' expectations for the entire AI infrastructure sector.
According to Wind Chaser Trading Desk, a Bank of America Securities research report on April 8 pointed out thatthe accelerated expansion of enterprise customer demand for Anthropic not only directly benefits its main cloud