Infosys, other IT stocks fall up to 5%; why AI's capex boom is making investors fret
Anand Rathi noted that Anthropic has $321 billion of leases yet to commence, alongside $269 billion across Google ($114.5 billion), Amazon ($110 billion) & Microsoft ($44.9 billion) in minimum compute spend commitments.
Anand Rathi noted that Anthropic has $321 billion of leases yet to commence, alongside $269 billion across Google ($114.5 billion), Amazon ($110 billion) & Microsoft ($44.9 billion) in minimum compute spend commitments.
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