Got $1,000? 2 Stocks to Own Before the Anthropic IPO.

The article argues that investors seeking exposure to Anthropic’s upcoming IPO can instead buy two suppliers benefiting from Anthropic’s massive AI infrastructure spending: Broadcom and SpaceX. It says Anthropic’s revenue run rate has surpassed $30 billion and that it is committing huge compute demand, including roughly 1 gigawatt in 2026 and 3.5 gigawatts more from 2027. The piece estimates Broadcom could earn about $21 billion of AI revenue tied to Anthropic in 2026 and $42 billion in 2027, while SpaceX is set to collect more than $40 billion from leasing the Colossus supercomputer through May 2029. The market takeaway is that the AI capex boom is already creating large revenue streams for suppliers, but the bullish case depends on Anthropic remaining a major customer and not shifting toward in-house chips or other providers.