Anthropic’s IPO Unlocks Additional CAPEX Wave
by Alan Weckel, 650 Group / October 26, 2026 Introduction Anthropic’s draft S-1 filing shows the next phase of AI infrastructure revenue and CAPEX spend. First-half 2026 revenue reached $16.3 billion, up from $1.1 billion in the prior-year period. Third-quarter revenue hit $16.8 billion, up 45 percent sequentially. Compute and… Read More »Anthropic’s IPO Unlocks Additional CAPEX Wave