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This article breaks down the massive debt and revenue milestones that AI leaders (NVIDIA, OpenAI, Anthropic) must hit to justify the $9–15 trillion in planned data-center build-out. It shows how banks, hyperscalers, and chipmakers need AI services to generate over $2 trillion annually by 2030 or risk a market collapse.
Secondary-market trades on Forge Global pushed Anthropic’s valuation to about $1 trillion, surpassing OpenAI’s roughly $880 billion price. The surge reflects scarce share supply, rapid revenue growth (from a $9 billion to $39 billion annual run rate), and partnerships with Amazon and Palantir.
OpenAI and Anthropic are approaching record IPOs but face enormous costs for AI model training. OpenAI expects a staggering $121 billion in computing expenses by 2028, leading to significant projected losses, while Anthropic anticipates similar challenges but on a smaller scale. Both companies are rapidly releasing new AI models, intensifying the competition and cost pressures.