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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!

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
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Over $20 billion withdrawn in the first quarter! The private credit myth is shattered, with giants like Blackstone and Apollo caught in a wave of redemptions.

Over $20 billion withdrawn in the first quarter! The private credit myth is shattered, with giants like Blackstone and Apollo caught in a wave of redemptions.

``` The private credit industry is facing its most severe trust crisis since its rise after the 2008 financial crisis. According to estimates by the Financial Times, in the first quarter, private credit funds received redemption requests totaling $20.8 billion, affecting industry giants such as Blackstone, Apollo, Ares Management, Blue
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No fear of capacity bottlenecks! Amazon’s annualized AI revenue exceeded $15 billion in the first quarter, with the scale of its self-developed chips doubling to $20 billion.

No fear of capacity bottlenecks! Amazon’s annualized AI revenue exceeded $15 billion in the first quarter, with the scale of its self-developed chips doubling to $20 billion.

Amazon CEO Andy Jassy disclosed in his annual shareholder letter released on Thursday that the commercial returns on the company's AI strategy are accelerating across the board: chip business annualized revenue exceeds $20 billion, AWS cloud business AI revenue annualized run rate surpasses $15 billion—both figures are