The AI Computing Power Arms Race Enters the Profit Validation Phase, with Anthropic Emerging as a New Wall Street Darling

BlockBeats News, July 8th. Amazon once again raised debt for AI infrastructure, Meta rebounded in July due to a potential cloud computing rental plan, while Wall Street was both chasing AI concept stocks and reassessing the ROI of this infrastructure construction frenzy. After more than two years of a market driven by Nvidia chips, cloud capital expenditure, and large model