Want to Own Anthropic Stock But Can't? You Need to Buy Its AI Data Center Provider Instead.

Core Insights - Anthropic is emerging as a leading AI disruptor, experiencing significant revenue growth and attracting substantial capital investment [1][2] - Amazon serves as the primary cloud computing partner for Anthropic, providing investors a way to gain exposure to Anthropic's growth potential [2][8] Group 1: Anthropic's Growth - Anthropic raised $30 billion in private funding and plans to go public within the year [2] - The company's annualized revenue surged from $1 billion in January 2025 to $14 billion by January 2026, marking a year-over-year growth of over 1000% [3][4] - Tools like Claude Code are enabling software development teams to significantly reduce product development time [4] Group 2: Amazon's Role - Amazon is enhancing its cloud computing capabilities to support Anthropic, including building a custom data center and collaborating on AI model training [5] - Amazon Web Services (AWS) reported a 24% year-over-year revenue growth, reaching $129 billion in sales for 2025, likely influenced by its partnership with Anthropic [6][8] - Projections suggest that if AWS continues to grow at 24% annually, it could reach $250 billion in revenue in five years, generating $86 billion in earnings from AWS alone [9]