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Investors express concern that AI revenue growth for leaders like OpenAI and Anthropic may slow. While Anthropic revealed 45% revenue growth from the second to the third quarter, this slowdown could reduce its planned public offering valuation from $2 trillion to $1.5 trillion. CoreWeave's debt load also knocked down stocks for neoclouds and suppliers this week.
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Summary by ByteBrief

Anthropic Revenue Jumps to $16.8bn

Sources: Anthropic told investors that its revenue jumped to $16.8B in Q3, up from $11.5B in Q2, and that the company was profitable on an adjusted basis in Q3 (Financial Times)

Sources: some Anthropic investors discussed a ~$1.5T valuation for its IPO, down from ~$2T they had expected, after disclosures showed slowing Q3 revenue growth (Reuters)