Buy thesis: $70 target, resilient demand, high occupancy, low leverage and 22 years of dividend growth—read now.
Google is committing $10B cash and $30B conditional to Anthropic at a $350B valuation, plus 5GW of compute over five years, as Claude hits $30B ARR and overtakes Gemini in enterprise.
The investment comes as the A.I. start-up looks to keep up with accelerating demand for its business and coding products.
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