Anthropic (private) just made the biggest cloud commitment in AI history. |
The company plans to go public later this year – making it the 2nd largest IPO of 2026. Meanwhile, SpaceX is less than 60 days away from its June listing on the Nasdaq. |
Here’s a link to grab your Pre-IPO shares. |
Anthropic just signed a deal to spend $200 billion with Google Cloud over the next five years. That single contract now represents more than 40% of Google's entire cloud revenue backlog. |
That means one AI startup is responsible for nearly half of Google's contracted cloud pipeline. |
Anthropic CEO Dario Amodei said this week that his company grew 80-fold in the first quarter. The company had planned for 10x growth. The actual number was 8x higher than that. |
"That is the reason we have had difficulties with compute," Amodei said at Anthropic's developer conference Wednesday. |
Anthropic is now in talks to raise money at a $900 billion valuation. Claude Code — its AI coding tool — has taken the developer world by storm. It's the primary engine behind this growth. |
Google isn't just a passive backer. It runs the infrastructure. Google Cloud grew 63% in Q1 — and this deal explains a significant chunk of that acceleration. |
Meanwhile, Alphabet stock is up 25% year-to-date and over 157% in the last year. It's trading within a few points of an all-time high. |
The story here is bigger than Anthropic. It’s about the companies sit at the center of the AI infrastructure buildout. |
Google is clearly in a leadership position. And this deal confirms the company’s dominance. |
The AI spending boom is becoming more concentrated — with a handful of cloud providers capturing the bulk of the revenue. Amazon, Microsoft, Google, and Oracle now have roughly $2 trillion in combined cloud backlog. About half of that is tied to Anthropic and OpenAI alone. |
That's an extraordinary amount of backlog from two cash-burning startups. It's also a massive bet by the cloud giants that AI revenue will scale to meet those commitments. |
So far, the numbers suggest it will. |
SpaceX is also becoming a major AI player – thanks to its acquisition of xAI. The upcoming IPO will provide +$75 billion in cash to fund Elon Musk’s ambitious AI plans. |
That’s why I’m securing my shares – just a few weeks before the Initial Public Offering. And you can too. |
Simply go here before it’s too late. |
Ian Wyatt |
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