Seeking Alpha
28 Oct 2026, 16:22 UTC · 1h ago
Demand Solves AI's Financing Problem; But Inflation Derails It
Impact · against what's priced in
Anthropic's S-1 filing provides fundamental evidence of AI profitability that may catalyze the market to finally pay for the high-end growth targets it currently declines for hyperscalers and Nvidia. However, because the core thesis is based on robust demand—which the market already assumes for these leaders—the immediate price impact is muted.
- NVDA+0.30
Challenges what's priced in
- The price assumes
The $1 trillion cumulative revenue projection for Blackwell and Rubin architectures through 2027
By proving that a major LLM player like Anthropic has strong unit economics and profitability, the article provides the 'missing link' that could convince the market to pay for the $1 trillion revenue projection it currently declines.
What NVDA's price assumes · Sep 1
