{"id":583402,"date":"2026-04-14T10:09:15","date_gmt":"2026-04-14T10:09:15","guid":{"rendered":"https:\/\/www.newsbeep.com\/us\/583402\/"},"modified":"2026-04-14T10:09:15","modified_gmt":"2026-04-14T10:09:15","slug":"neoclouds-surge-as-anthropics-deals-mean-the-scramble-for-compute-is-on","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/us\/583402\/","title":{"rendered":"Neoclouds surge as Anthropic\u2019s deals mean the scramble for compute is on"},"content":{"rendered":"

Just because software stocks are crushing semiconductors<\/a> on Monday in a reversal of recent trends doesn\u2019t mean the AI trade is taking a nosedive.<\/p>\n

CoreWeave<\/a> is on fire yet again, with strong follow-through after having reached deals to provide AI compute to Anthropic and Meta<\/a> last week. Other data center companies like Nebius<\/a>, IREN<\/a>, Cipher Digital<\/a>, and Applied Digital<\/a> are also up big.<\/p>\n

A scramble for compute is particularly great news for these providers of \u201csurge capacity.\u201d<\/p>\n

Anthropic is producing AI tools and capabilities that people love. What people have been less than enamored with about Anthropic (especially as of late!) is access to compute, with myriad complaints of stealth token rationing.<\/p>\n

OpenAI has reportedly argued that its immense cash burn to accumulate compute is therefore its competitive advantage over the Claude developer. Anthropic is now under pressure to spend a lot more on compute<\/a> so that its customers are happy with the ability and availability of its offerings. <\/p>\n

Similarly, a lot of networking\/connectivity stocks that spiked on Friday, like Astera Labs<\/a> and POET Technologies<\/a>, are building on that momentum, with flash memory standout Sandisk<\/a> up strongly as well.<\/p>\n

Separately, PJM warned after the close on Friday that the US grid operator is looking to add 15 gigawatts of new power supply due to expected increases in demand tied to AI through Q1 2027. It\u2019s seemingly clearer that there\u2019s strong visibility into increased appetite for compute, power, and the other materials needed to facilitate the boom.<\/p>\n

As such, AI energy plays like Vistra<\/a>, Bloom Energy<\/a>, Oklo<\/a>, and Plug Power<\/a> are also enjoying a solid start to the week.<\/p>\n","protected":false},"excerpt":{"rendered":"Just because software stocks are crushing semiconductors on Monday in a reversal of recent trends doesn\u2019t mean the…\n","protected":false},"author":2,"featured_media":583403,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[45],"tags":[182,181,507,74],"class_list":["post-583402","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\/583402","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=583402"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts\/583402\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/media\/583403"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/media?parent=583402"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/categories?post=583402"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/tags?post=583402"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}