“Anthropic's token volume is set to grow from 5 quadrillion to 13 quadrillion per month by December alone, and that is just one lab. BofA projects Google, Meta, and Amazon collectively spending $816B on compute by 2028, a new street high, meaning demand for Nvidia GPUs is expanding faster than the market has priced.”
“fund the massive AI buildout still to come”
Prices are point-in-time snapshots from the named provider. The verdict compares the return since entry against the band above.