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in postLONG
“Compute becomes the bottleneck: Data, algorithms, and model iteration are all converging back into physical compute demand. H100 one-year lease rates have rebou”
@zephyr_z9
Anthropic's GPU hunger and H100 lease rate rebound confirm physical compute is the binding constraint, driving NVDA higher
NVDALONG@ $201.76
$199.74-1.00%
since call Jun 24
peak +7.9%
in postLONG
“Anthropic ARR moving from $1B at end-2024 to above $47B by May 2026”
@zephyr_z9
Amazon's $13B Anthropic stake is now worth multiples more as Anthropic hits $47B ARR and files for IPO, while AWS captures every dollar of compute spend
AMZNLONG@ $235.69
$265.59+12.69%
since call Jun 24
peak +13.4%
TIMESTAMPS
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