Damn RAM prices.
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Ohhh fuuuck
> According to Baird, revenue generated [by Anthropic] per dollar of computing expenditure rose to $2.08 in the second quarter of 2026 from $0.40 in the first quarter of 2025.
Please take a seat before reading this.
Antrophic is profitable.
They made $1618 million Non-GAAP profit in the last 6 months (from January 1, 2026, through June 30, 2026)...
I am low k panicking right now.
This is really really not good.
This will fuck the rest of the world so hard over. The world needs these big US AI corpos not to persist.
Oh my god
The question is.
If the AI Bubble pops, will there suddenly be a lot of GPUs for almost free.
Or will all the Companies that use inferencing by these Hyper-Scaler see that new models will not released so rapidly any more what will lead them to just use Chinese models which they self host, what will lead to GPU and RAM demand.
Also looking on the profitability of a single GPU which is like hundred of thousands of Euro per year if you sell tokens it is really hard to believe that if the bubble pops, that it will become better.
The entire bubble is like 3 US companies, that can or would sell off GPUs if they go bankrupt. (And than there are Neo Clouds yadayadaya)
And than there is this entire geo politics stuff that makes it suddenly much more interesting for companies to buy extremely overpriced hardware.
It is so difficult to see into the future right now.