Jim Cramer says Anthropic's explosive growth could justify a record-breaking IPO

Impact · against what's priced in

The Anthropic IPO data is essentially noise for NVDA and GOOGL. While the growth of a key partner validates the AI trade, the market is already paying for sustained AI demand and is specifically ignoring the massive revenue projections that Anthropic's growth would support.

NVDA+0.15: Challenges what's priced in
The price assumes: The $1 trillion cumulative revenue projection for Blackwell and Rubin architectures through 2027

Jim Cramer says Anthropic's explosive growth could justify a record-breaking IPO

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Jim Cramer says Anthropic's explosive growth could justify a record-breaking IPO

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Jim Cramer says Anthropic's explosive growth could justify a record-breaking IPO

What matters in this story

Next reads from the same story arc

CoreWeave: The Debt Question Finally Got An Answer

Jim Cramer says Anthropic's explosive growth could justify a record-breaking IPO

What matters in this story

Next reads from the same story arc

CoreWeave: The Debt Question Finally Got An Answer

How each ticker is affected

Track these names every morning.

Anthropic IPO Said to Be Multiple Times Oversubscribed

AppLovin: The Best Part Of Its AI Story May Be Ahead

Micron: Buy The Panic, Not The AI Doomsday Story

Axon Enterprise: Meltdown Doesn't Make It Attractive, Hardware Risks Persist