The growth in AI not only isn’t slowing down — it’s accelerating even more!
On one hand, AMD is making explosive forecasts for the coming years, and on the other, Anthropic is pouring $50 billion into building the infrastructure of the future. And us? We can benefit from all of this without taking on massive risk.
AMD
Let’s start with AMD. On Tuesday, the company’s CEO, Lisa Su, stated that the “insatiable” demand for AI chips is expected to generate annual revenue growth of 35% over the next 3 to 5 years.
And not only that. AMD aims to capture a double-digit percentage of the data-center chip market. In other words, it’s going after the market share of its biggest rival, which until recently dominated the space.
To pre-empt reactions, she made it clear: “It’s not a big gamble, it’s the right gamble.” The company’s stock jumped more than 10% after these statements, while she also added that its customers — the hyperscalers (Amazon, Google, Microsoft, etc.) — are massively increasing their investments because they finally see tangible results.
We’re at what she called a technological “inflection point,” where AI is moving from promise to real-world application and profitability.
At the same time, Lisa Su emphasized that this bet has nothing to do with hype. It’s the next major technological wave that is transforming every industry, from healthcare to the automotive sector.
ANTHROPIC
Now we move on to Anthropic. The company announced it will invest $50 billion to build AI data centers in the United States, starting with Texas and New York. It is partnering with Fluidstack, a leading cloud-GPU platform that already serves giants like Meta and Midjourney, to create custom infrastructure designed for long-term growth. And it doesn’t stop there.
Anthropic already serves more than 300,000 businesses, with its largest corporate accounts (those exceeding $100,000) increasing sevenfold in just one year. According to internal forecasts, the company is expected to reach break-even in 2028, earlier than its biggest competitor, which is projecting losses of $74 billion that same year. This accelerated strategy makes Anthropic one of the most serious players in the AI race.
Even more impressive: Amazon has already built an $11-billion data center exclusively for Anthropic in Indiana — a project that is already operational, unlike other companies still announcing future plans. Meanwhile, its partnership with Google expanded by tens of billions, creating a powerful two-pillar force in the market.
All of this is happening while its main competitor is attempting to extend government tax incentives through the CHIPS Act, requesting subsidies not only for data centers but also for equipment such as transformers. The debate over whether the government should financially support such projects is heating up, with many expressing concerns that private investments are exceeding the capacity of America’s energy and industrial systems.
In short, AI is no longer a distant dream. It’s a multibillion-dollar battle taking place right now in front of our eyes. And the companies leading this battle have already fired up engines that burn capital at a pace that would have seemed unimaginable not long ago.
Posted Using INLEO