“Anthropic hitting $1B quarterly profit and filing for IPO at a near-trillion-dollar valuation turns Amazon's massive bet into a winner. Amazon has up to $25B committed to Anthropic and is raising $200B this year for AI infrastructure, making AWS the financial backbone of the most profitable AI lab in the world.”
“Anthropic and OpenAI combine for ~$100B of ARR”
Prices are point-in-time snapshots from the named provider. The verdict compares the return since entry against the band above.