{"id":577926,"date":"2026-04-11T12:57:22","date_gmt":"2026-04-11T12:57:22","guid":{"rendered":"https:\/\/www.newsbeep.com\/us\/577926\/"},"modified":"2026-04-11T12:57:22","modified_gmt":"2026-04-11T12:57:22","slug":"anthropics-making-ai-boom-again-and-picking-the-winners","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/us\/577926\/","title":{"rendered":"Anthropic\u2019s making AI boom again \u2014 and picking the winners"},"content":{"rendered":"

Anthropic is boosting the AI hardware trade today, and it\u2019s not just because of its AI compute deal with<\/a> CoreWeave<\/a>.<\/p>\n

This announcement came after Bloomberg reported<\/a> that OpenAI pitched investors on its competitive advantage over the Claude developer due to having secured more computing power. If you buy into the idea that \u201ccompute equals revenues<\/a>,\u201d as Nvidia CEO Jensen Huang has argued, that gap matters. And it means Anthropic has some work to do to catch up.<\/p>\n

Hence today\u2019s pact with CoreWeave, which is further entrenching demand for compute and the AI accelerators, networking equipment, memory, and power needed to provide it.<\/p>\n

That\u2019s one reason sorted, and helps explain why the likes of Applied Optoelectronics<\/a>, POET Technologies<\/a>, IREN<\/a>, Coherent<\/a>, Nebius<\/a>, Oklo<\/a>, Applied Digital<\/a>, Cipher Digital<\/a>, Super Micro Computer<\/a>, and more are ripping today.<\/p>\n

Another reason may be tied to how Anthropic could go about sourcing compute, with Reuters reporting<\/a> that the firm is \u201cexploring the possibility of designing its own chips.\u201d<\/p>\n

The ripple effects from \u201cgoing custom\u201d seem to be leaving their mark within tech stocks on Friday.<\/p>\n

Astera Labs<\/a> is the belle of the ball, up more than 14%. The silicon connectivity company\u2019s offerings enable chips to communicate with each other within racks (scaling up) as well as scale-out solutions. Shares are still down on the year, however, with traders more attracted to pure-play photonics opportunities. <\/p>\n

Astera has a tight relationship and partnership with Amazon<\/a>; Anthropic\u2019s latest models are trained on Trainium chips, according to AWS\u2019s CEO, and Astera\u2019s offerings are used to scale those up in data center environments. Custom chip specialist Marvell Technology<\/a> is also a Trainium designer and outperforming peers<\/a> on Friday. <\/p>\n

And, of course, Anthropic announced an expansion of its partnership<\/a> with Google<\/a> and Broadcom<\/a> earlier this week, which will see the firm access 3.5 gigawatts of TPU-based AI compute capacity beginning in 2027.<\/p>\n","protected":false},"excerpt":{"rendered":"Anthropic is boosting the AI hardware trade today, and it\u2019s not just because of its AI compute deal…\n","protected":false},"author":2,"featured_media":577927,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[45],"tags":[182,181,507,74],"class_list":["post-577926","post","type-post","status-publish","format-standard","has-post-thumbnail","category-artificial-intelligence","tag-ai","tag-artificial-intelligence","tag-artificialintelligence","tag-technology"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts\/577926","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/comments?post=577926"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts\/577926\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/media\/577927"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/media?parent=577926"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/categories?post=577926"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/tags?post=577926"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}