AI infrastructure stocks edge higher after Anthropic's Q2 revenue surge - Seeking Alpha
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- Anthropic's revenue run rate has surpassed $65 billion as it heads toward an IPO, according to Bloomberg's headline coverage
- Anthropic's IPO valuation hinges on a $190-200 billion 2028 revenue forecast, per unnamed sources cited by Reuters
Why it matters: The $190-200 billion 2028 forecast is the explicit benchmark now baked into Anthropic's IPO math, and AI infrastructure stocks already edged higher on the Q2 revenue surge — meaning investors in compute, chips, and data-center plays have a direct stake in whether that forecast holds. Missing it would reprice the AI infrastructure trade that lifted on the news.
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