Anthropic just published data showing AI is writing itself. The infrastructure trade isn't slowing down.

Investor summaryBullish

Anthropic data suggests AI self-improvement is accelerating, reinforcing the bullish thesis for continued heavy infrastructure spending.

Bull points

Evidence of AI self-improvement implies an accelerating feedback loop, increasing long-term demand for compute resources.
The assertion that the infrastructure trade is not slowing down supports sustained revenue growth for hardware and data center providers.
Major lab validation (Anthropic) adds credibility to the narrative that current capex levels are justified by technological breakthroughs.

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