Jan. 6 at 2:40 PM
🤖 AI Revenue Growth | Accelerating
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📊 Big Players
Microsoft Azure
$MSFT → ~
$18.5B annualized Q3 2025
2x since Q4 2024, 4x since Q2 2024
OpenAI → ~
$13.0B, all-time high, 4x since 2024 start
Anthropic →
$7.0B, doubling ~every 2 quarters
CoreWeave →
$5.5B, +100% since start 2024
📈 Early-Stage
xAI & Nebius → <
$1B annualized
💡 Takeaway
AI expansion accelerating
Big players hitting record revenue, early-stage firms growing
Industry acceleration → clear long-term opportunity
$FSLR $LDOS $NTAP $ELAB