Anthropic and the AI Spending Boom

Jason Greenberg, Jefferies Executive Chairman of TMT Investment Banking and Global Head of IB Strategy, says AI demand remains strong but the market is entering a critical new phase: investors want proof that AI can generate real returns beyond chips and coding. He explains why software could be the next winner and why today’s data-center boom differs from telecom. (Source: Bloomberg)

First reported by Bloomberg. This page is a short excerpt; the full text is theirs.