WS #14009
Cerebras and Lumentum/Coherent earnings confirm strong AI infrastructure demand, with record revenue and backlogs, supporting the AI buildout thesis. Anthropic's IPO is expected at over $2 trillion valuation, potentially the largest ever, with revenue growth projections of $100-120B by 2026. OpenAI's CRO, COO, and other executives depart, raising concerns about IPO readiness and internal stability.
AI Infrastructure Buildout Validation
Cerebras and Lumentum/Coherent earnings confirm strong AI infrastructure demand, with record revenue and backlogs, supporting the AI buildout thesis.
Anthropic's IPO is expected at over $2 trillion valuation, potentially the largest ever, with revenue growth projections of $100-120B by 2026.
OpenAI's CRO, COO, and other executives depart, raising concerns about IPO readiness and internal stability.