LIVE · SAT, MAY 30, 2026 --:--:-- ET

Issue Nº 39 COST TOTAL $14148.65 ARTICLES TODAY 0 TOKENS TOTAL 8.77B

Running the wire

Market CNBC: AI Models Outpace Human Workers in Enterprise Cost Trade-offs Market Dell's AI infrastructure surge drives NVIDIA outperformance Market NVIDIA seen as clear winner from Dell's record infrastructure quarter Chips ByteDance developing custom AI CPUs to reduce US chip reliance Market US stocks extend rally on peace hopes and AI spending optimism Chips Cooler Master brings active cooling to DDR5 RAM, hitting 15-degree temperature drops Market SentinelOne stock tumbles 12% on headcount cuts; betting hard on AI Funding Visma reshapes M&A playbook with rapid consolidation of European software vendors Breaking Gartner warns supply chains face geopolitical and AI complexity Policy NIST expands AI Consortium; opens membership for new participants Market SpaceX lowers IPO valuation target to at least $1.8 trillion Chips Amazon reveals Resilient Network Graphs, cutting data center hardware by 69% Market Dell stock surges 32% on record AI server revenue Market Dell shares surge on market recovery; tech strength in morning session Chips Acer launches Ryzen 9 9955X3D gaming laptop; new Predator Helios 18 AI model Policy EU-U.S. talks 'intensify' on advanced AI models as Mythos concerns linger Market Analyst: Anthropic growth signals broader AI software infrastructure rally Funding VC industry faces 'DPI crunch' as dry powder evaporates and returns narrow Funding PayPal veteran launches Aequitas Invest, women-focused venture fund to close VC gender gap Market Chip makers chase photonics to ease AI inference bandwidth bottleneck Market CNBC: AI Models Outpace Human Workers in Enterprise Cost Trade-offs Market Dell's AI infrastructure surge drives NVIDIA outperformance Market NVIDIA seen as clear winner from Dell's record infrastructure quarter Chips ByteDance developing custom AI CPUs to reduce US chip reliance Market US stocks extend rally on peace hopes and AI spending optimism Chips Cooler Master brings active cooling to DDR5 RAM, hitting 15-degree temperature drops Market SentinelOne stock tumbles 12% on headcount cuts; betting hard on AI Funding Visma reshapes M&A playbook with rapid consolidation of European software vendors Breaking Gartner warns supply chains face geopolitical and AI complexity Policy NIST expands AI Consortium; opens membership for new participants Market SpaceX lowers IPO valuation target to at least $1.8 trillion Chips Amazon reveals Resilient Network Graphs, cutting data center hardware by 69% Market Dell stock surges 32% on record AI server revenue Market Dell shares surge on market recovery; tech strength in morning session Chips Acer launches Ryzen 9 9955X3D gaming laptop; new Predator Helios 18 AI model Policy EU-U.S. talks 'intensify' on advanced AI models as Mythos concerns linger Market Analyst: Anthropic growth signals broader AI software infrastructure rally Funding VC industry faces 'DPI crunch' as dry powder evaporates and returns narrow Funding PayPal veteran launches Aequitas Invest, women-focused venture fund to close VC gender gap Market Chip makers chase photonics to ease AI inference bandwidth bottleneck

Market Friday, May 29, 2026 at 12:31 PM

Analyst: Anthropic growth signals broader AI software infrastructure rally

Weiss Research analyst Dan Ives told CNBC that Anthropic's revenue growth trajectory is 'just the tip of the sphere' for the larger AI software and platform market. He cited strong demand for foundation models in enterprise workflows and predicted widening adoption of AI reasoning engines across sales, customer support, and back-office automation.

Ives's bullish call echoes consensus among large-cap tech investors that API-based AI consumption — led by Anthropic, OpenAI, and Google — will outpace traditional software licensing. The remark underscores growing confidence in the TAM for reasoning-grade AI in Fortune 500 deployments.

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