These 5 Stocks Will Win BIG From Anthropic’s $518B Buildout
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H InvestIndependent analyst profile- Source published
- 30 Sept 2026, 13:59 UTC
- Recorded by Tahlil Plus
- 30 Sept 2026, 15:15 UTC
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The video analyzes five companies involved in Anthropic's AI infrastructure spending: Akamai Technologies (AKAM), Broadcom Inc. (AVGO), CoreWeave Inc. (CRW), Hut 8 Corp. (HUT), and Amazon.com, Inc. (AMZN). Akamai (AKAM) has a deal with Anthropic for AI infrastructure, worth $11.6B over 7 years with $5.5B in capex. The contract represents 2.7x its annual revenue, with potential for up to $20B total. Analysts have an average target of $159. Broadcom (AVGO) designs Google's TPU AI chips and has a multi-gigawatt TPU deal with Anthropic valued at $161.2B, which cannot be cancelled except on default. Broadcom is identified as Anthropic's largest custom-chip customer in 2027-2028, and its AI revenue is projected to grow significantly. The stock is roughly flat year-to-date. CoreWeave (CRW) is a specialized GPU cloud provider renting out NVIDIA-powered AI computing. It signed a multi-year deal with Anthropic in April to run Claude in production. It has $104B in revenue backlog at Q2 end, with $25B signed since. Analysts have an average target of $142. Hut 8 Corp. (HUT), a former Bitcoin miner, is now building power-rich AI data centers, including a campus in Louisiana. It has a deal with Fluidstack to run Anthropic workloads. The stock is up over 100% year-to-date, though down from its all-time high. Amazon (AMZN) is Anthropic's main cloud and training partner via AWS, and a major shareholder. Claude is trained on Amazon's own chips. Amazon committed $110B to AWS from May 2026 to April 2036. AWS revenue grew 37% year-over-year in Q2. Amazon also invested $5B more in Anthropic. The overarching theme is Anthropic's massive spending, estimated at half-trillion dollar checks, powering revenue for these companies. The question remains which companies can turn this single customer into many.
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