<p>Anthropic 的 Claude 是最受欢迎的人工智能 (AI) 模型之一，为公司带来了飞速增长。Anthropic 最近透露，自 2025 年底以来，其年化收入大约增长了三倍，预计在 2026 年初超过 300 亿美元。</p>
<p>Anthropic 最近向证券交易委员会提交了一份草案注册声明，准备进行首次公开募股 (IPO)。但投资者无需等待。包括 Claude Cowork 在内的 AI 代理的采用正在推动对 AI 基础设施的加速投资。</p>
<p>以下是四家直接帮助 Anthropic 扩大计算能力以应对日益增长的 Claude 使用量的公司。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-dXJsPWh0dHBzOi8vZy5mb29sY2RuLmNvbS9lZGl0b3JpYWwvaW1hZ2VzLzg3Mzk5MS9icmlnaHQtZGlnaXRhbC1haS1jb21wdXRlci1jaGlwLmpwZwI2dz0zODQwAjZvcD1yZXNpemU?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-dXJsPWh0dHBzOi8vZy5mb29sY2RuLmNvbS9lZGl0b3JpYWwvaW1hZ2VzLzg3Mzk5MS9icmlnaHQtZGlnaXRhbC1haS1jb21wdXRlci1jaGlwLmpwZwI2dz0zODQwAjZvcD1yZXNpemU"/></p>
<p>图片来源：Getty Images。</p>
<h2>1. 亚马逊</h2>
<p>自 2023 年以来，Anthropic 一直是 <strong>亚马逊</strong>（AMZN +3.01%）的紧密合作伙伴。它使用超过 100 万个亚马逊 Trainium 2 芯片来训练和运行 Claude。在第一季度，亚马逊的芯片业务年化收入超过 200 亿美元，增长率达到三位数。</p>
<p>截至 4 月，亚马逊已向 Anthropic 投资 130 亿美元，并计划投资最多 200 亿美元。Anthropic 同意在未来 10 年内在亚马逊网络服务 (AWS) 上花费超过 1000 亿美元，包括最多 5 吉瓦的计算能力来训练和运行 Claude。</p>
<p>换句话说，Anthropic 的 1000 亿美元承诺大约是 AWS 最近 12 个月收入的四分之三。在第一季度，AWS 收入同比激增 28%，达到 376 亿美元。这使得 亚马逊 成为投资 AI 基础设施增长的最佳大盘股之一。</p>
<p>展开</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-dXJsPWh0dHBzOi8vZy5mb29sY2RuLmNvbS9hcnQvY29tcGFueWxvZ29zL21hcmsvR09PR0wucG5nAjZ3PTEyOAI2b3A9cmVzaXpl?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="Alphabet 股票报价" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-dXJsPWh0dHBzOi8vZy5mb29sY2RuLmNvbS9hcnQvY29tcGFueWxvZ29zL21hcmsvR09PR0wucG5nAjZ3PTEyOAI2b3A9cmVzaXpl"/></p>
<h2>NASDAQ: GOOGL</h2>
<p>Alphabet</p>
<p>今日变动</p>
<p>(1.29%) $4.70</p>
<p>当前价格</p>
<p>$368.49</p>
<h3>关键数据点</h3>
<p>市值</p>
<p>$4.5T</p>
<p>日内区间</p>
<p>$358.69 - $369.46</p>
<p>52 周区间</p>
<p>$162.00 - $408.61</p>
<p>成交量</p>
<p>799K</p>
<p>平均成交量</p>
<p>30M</p>
<p>毛利率</p>
<p>60.43%</p>
<p>股息收益率</p>
<p>0.23%</p>
<h2>2. Alphabet (谷歌)</h2>
<p>在 2025 年 10 月，Anthropic 宣布将使用多达 100 万个 <strong>Alphabet</strong>（GOOG +1.58%）（GOOGL +1.29%）的张量处理单元 (TPUs)。这使 Claude 的计算策略多样化，并有助于与所有顶级 AI 基础设施领导者保持关系。</p>
<p>谷歌云的 TPUs 在某些 AI 任务中提供每美元最佳性能，相较于通用芯片（如图形处理单元 (GPUs)）。这是推动谷歌云平台需求加速的一个因素。上个季度，谷歌云的收入同比激增 63%，积压订单翻倍至 4600 亿美元。</p>
<p>对谷歌云及其 TPUs 的需求显示了为什么 Alphabet 仍然是一个稳健的长期投资。该公司控制着消费者应用和企业云服务中 AI 技术的全链条货币化。它拥有七项服务，用户达到 20 亿，使得 Alphabet 成为一个值得长期持有的优质宽护城河企业。</p>
<p>展开</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-dXJsPWh0dHBzOi8vZy5mb29sY2RuLmNvbS9hcnQvY29tcGFueWxvZ29zL21hcmsvQVZHTy5wbmcCNnc9MTI4AjZvcD1yZXNpemU?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="博通股票报价" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-dXJsPWh0dHBzOi8vZy5mb29sY2RuLmNvbS9hcnQvY29tcGFueWxvZ29zL21hcmsvQVZHTy5wbmcCNnc9MTI4AjZvcD1yZXNpemU"/></p>
<h2>NASDAQ: AVGO</h2>
<p>博通</p>
<p>今日变动</p>
<p>(4.87%) $19.14</p>
<p>当前价格</p>
<p>$412.04</p>
<h3>关键数据点</h3>
<p>市值</p>
<p>$2.0T</p>
<p>日内区间</p>
<p>$405.38 - $412.70</p>
<p>52 周区间</p>
<p>$244.17 - $495.00</p>
<p>成交量</p>
<p>1M</p>
<p>平均成交量</p>
<p>25.9M</p>
<p>毛利率</p>
<p>65.66%</p>
<p>股息收益率</p>
<p>0.60%</p>
<h2>3. 博通</h2>
<p>亚马逊和 Alphabet 为其云基础设施运营的数据中心需要大量芯片和网络设备来在服务器之间传输数据。这使得 <strong>博通</strong>（AVGO +4.87%）成为 Anthropic 计算扩展计划中的另一个重要供应商。</p>
<p>博通最近宣布与谷歌达成协议，提供多代 TPUs 和 AI 网络设备。Anthropic 将在 2027 年开始获得多个吉瓦的下一代 TPUs。</p>
<p>博通预计，排除其网络和软件业务的 AI 芯片收入将在 2027 财年超过 1000 亿美元。这是其最近 12 个月总收入 750 亿美元的两倍多，表明未来仍有显著增长。在最近一个季度，博通的总收入同比增长 48%，AI 芯片收入翻了一番。</p>
<p>根据 The Motley Fool 的研究，博通是市值第五大的科技公司。多年来，它为投资者提供了卓越的回报，得益于强劲的收入增长和出色的利润率。其在定制 AI 芯片和网络领域的领导地位将使博通在 AI 基础设施的历史性建设中保持重要地位。</p>
<h2>4. 英伟达</h2>
<p>Anthropic 的计算策略广泛，因为其客户的需求也很广泛。这就是为什么它还使用 <strong>英伟达</strong>（NVDA +3.08%）的 GPU，以及亚马逊和 Alphabet 的定制芯片。使用多种芯片选项和云平台使 Anthropic 能够在需求激增时保持 Claude 的运行，尤其是在企业采用加速的情况下。</p>
<p>英伟达的 GPU 仍然是最苛刻的 AI 工作负载的基准。在经历了三年的快速增长后，其数据中心芯片和计算系统的需求仍然非常强劲，最近一个季度的收入同比激增 85%。</p>
<p>该公司计划在今年晚些时候推出其下一代 Vera Rubin 平台，旨在支持下一波自主 AI 工作负载。Nvidia 的年度发布节奏及其用于计算定制的软件工具（CUDA）是其竞争优势的关键部分。</p>
<h2>四只值得投资的股票</h2>
<p>这四只股票是利用 Claude 和其他领先模型日益增长的使用量的最佳选择。对每家公司进行投资涵盖了 AI 计算的全栈，包括芯片、软件、云服务和消费应用。</p>

亚马逊

谷歌-C

谷歌-A

<p>尽管 Anthropic 正在为首次公开募股（IPO）做准备，投资者可以通过购买四只关键的人工智能基础设施股票来利用其增长：亚马逊、谷歌、博通和英伟达。这些公司提供必要的计算能力、芯片和云服务，以支持 Anthropic 不断扩大的 Claude 模型使用。随着显著的收入增长和战略合作伙伴关系的强调，这些公司为投资者提供了接触更广泛人工智能繁荣的机会</p>

<p>Anthropic's Claude is one of the most popular artificial intelligence (AI) models, translating into skyrocketing growth for the company. Anthropic recently revealed that its annualized revenue has roughly tripled since the end of 2025, exceeding $30 billion in early 2026.</p>
<div class="lb-trans"><p>Anthropic 的 Claude 是最受欢迎的人工智能 (AI) 模型之一，为公司带来了飞速增长。Anthropic 最近透露，自 2025 年底以来，其年化收入大约增长了三倍，预计在 2026 年初超过 300 亿美元。</p>
</div><p>Anthropic recently filed a draft registration statement with the Securities and Exchange Commission as it prepares for an initial public offering (IPO). But investors don't have to wait. Adoption of AI agents, including Claude Cowork, is driving accelerating investment in AI infrastructure.</p>
<div class="lb-trans"><p>Anthropic 最近向证券交易委员会提交了一份草案注册声明，准备进行首次公开募股 (IPO)。但投资者无需等待。包括 Claude Cowork 在内的 AI 代理的采用正在推动对 AI 基础设施的加速投资。</p>
</div><p>Here are four companies directly involved in helping Anthropic scale its computing capacity to handle growing Claude usage.</p>
<div class="lb-trans"><p>以下是四家直接帮助 Anthropic 扩大计算能力以应对日益增长的 Claude 使用量的公司。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84NzM5OTEvYnJpZ2h0LWRpZ2l0YWwtYWktY29tcHV0ZXItY2hpcC5qcGcmdz0zODQw" alt="A computer chip labeled AI with bright-colored lines shooting out around it." original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F873991%2Fbright-digital-ai-computer-chip.jpg&amp;w=3840&amp;op=resize"/></p>
<p>Image source: Getty Images.</p>
<div class="lb-trans"><p>图片来源：Getty Images。</p>
</div><h2>1. Amazon</h2>
<div class="lb-trans"><h2>1. 亚马逊</h2>
</div><p>Anthropic has been a close partner with <strong>Amazon</strong>( AMZN +3.01%) since 2023. It uses over 1 million Amazon Trainium 2 chips to train and run Claude. In the first quarter, Amazon's chip business exceeded $20 billion in annualized revenue, growing at triple-digit rates.</p>
<div class="lb-trans"><p>自 2023 年以来，Anthropic 一直是 <strong>亚马逊</strong>（AMZN +3.01%）的紧密合作伙伴。它使用超过 100 万个亚马逊 Trainium 2 芯片来训练和运行 Claude。在第一季度，亚马逊的芯片业务年化收入超过 200 亿美元，增长率达到三位数。</p>
</div><p>As of April, Amazon had invested $13 billion in Anthropic, with plans to invest up to $20 billion. Anthropic agreed to spend over $100 billion on Amazon Web Services (AWS) over the next 10 years, including up to 5 gigawatts of compute capacity to train and run Claude.</p>
<div class="lb-trans"><p>截至 4 月，亚马逊已向 Anthropic 投资 130 亿美元，并计划投资最多 200 亿美元。Anthropic 同意在未来 10 年内在亚马逊网络服务 (AWS) 上花费超过 1000 亿美元，包括最多 5 吉瓦的计算能力来训练和运行 Claude。</p>
</div><p>To put that in perspective, Anthropic's $100 billion commitment is roughly three-quarters of AWS's trailing-12-month revenue. In the first quarter, AWS revenue surged 28% year over year to $37.6 billion. This makes Amazon one of the best megacap stocks to invest in AI infrastructure growth.</p>
<div class="lb-trans"><p>换句话说，Anthropic 的 1000 亿美元承诺大约是 AWS 最近 12 个月收入的四分之三。在第一季度，AWS 收入同比激增 28%，达到 376 亿美元。这使得 亚马逊 成为投资 AI 基础设施增长的最佳大盘股之一。</p>
</div><p>Expand</p>
<div class="lb-trans"><p>展开</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL0dPT0dMLnBuZyZ3PTEyOA" alt="Alphabet Stock Quote" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Fart%2Fcompanylogos%2Fmark%2FGOOGL.png&amp;w=128&amp;op=resize"/></p>
<h2>NASDAQ: GOOGL</h2>
<div class="lb-trans"><h2>NASDAQ: GOOGL</h2>
</div><p>Alphabet</p>
<div class="lb-trans"><p>Alphabet</p>
</div><p>Today's Change</p>
<div class="lb-trans"><p>今日变动</p>
</div><p>(1.29%) $4.70</p>
<div class="lb-trans"><p>(1.29%) $4.70</p>
</div><p>Current Price</p>
<div class="lb-trans"><p>当前价格</p>
</div><p>$368.49</p>
<div class="lb-trans"><p>$368.49</p>
</div><h3>Key Data Points</h3>
<div class="lb-trans"><h3>关键数据点</h3>
</div><p>Market Cap</p>
<div class="lb-trans"><p>市值</p>
</div><p>$4.5T</p>
<div class="lb-trans"><p>$4.5T</p>
</div><p>Day's Range</p>
<div class="lb-trans"><p>日内区间</p>
</div><p>$358.69 - $369.46</p>
<div class="lb-trans"><p>$358.69 - $369.46</p>
</div><p>52wk Range</p>
<div class="lb-trans"><p>52 周区间</p>
</div><p>$162.00 - $408.61</p>
<div class="lb-trans"><p>$162.00 - $408.61</p>
</div><p>Volume</p>
<div class="lb-trans"><p>成交量</p>
</div><p>799K</p>
<div class="lb-trans"><p>799K</p>
</div><p>Avg Vol</p>
<div class="lb-trans"><p>平均成交量</p>
</div><p>30M</p>
<div class="lb-trans"><p>30M</p>
</div><p>Gross Margin</p>
<div class="lb-trans"><p>毛利率</p>
</div><p>60.43%</p>
<div class="lb-trans"><p>60.43%</p>
</div><p>Dividend Yield</p>
<div class="lb-trans"><p>股息收益率</p>
</div><p>0.23%</p>
<div class="lb-trans"><p>0.23%</p>
</div><h2>2. Alphabet (Google)</h2>
<div class="lb-trans"><h2>2. Alphabet (谷歌)</h2>
</div><p>In October 2025, Anthropic announced it would use up to 1 million of <strong>Alphabet</strong>'s ( GOOG +1.58%)( GOOGL +1.29%) Tensor Processing Units (TPUs). This diversifies Claude's compute strategy and helps maintain a relationship with all the top AI infrastructure leaders.</p>
<div class="lb-trans"><p>在 2025 年 10 月，Anthropic 宣布将使用多达 100 万个 <strong>Alphabet</strong>（GOOG +1.58%）（GOOGL +1.29%）的张量处理单元 (TPUs)。这使 Claude 的计算策略多样化，并有助于与所有顶级 AI 基础设施领导者保持关系。</p>
</div><p>Google Cloud's TPUs deliver optimal performance per dollar for certain AI tasks compared to general-purpose chips, such as graphics processing units (GPUs). This is one factor driving accelerating demand for Google's cloud platform. Last quarter, revenue from Google Cloud skyrocketed 63% year over year, and the backlog doubled to $460 billion.</p>
<div class="lb-trans"><p>谷歌云的 TPUs 在某些 AI 任务中提供每美元最佳性能，相较于通用芯片（如图形处理单元 (GPUs)）。这是推动谷歌云平台需求加速的一个因素。上个季度，谷歌云的收入同比激增 63%，积压订单翻倍至 4600 亿美元。</p>
</div><p>Demand for Google Cloud and its TPUs shows why Alphabet remains a solid long-term investment. The company controls the full end-to-end monetization of AI technology across consumer apps and enterprise cloud services. It has seven services with 2 billion users, making Alphabet a quality, wide-moat business to hold for the long haul.</p>
<div class="lb-trans"><p>对谷歌云及其 TPUs 的需求显示了为什么 Alphabet 仍然是一个稳健的长期投资。该公司控制着消费者应用和企业云服务中 AI 技术的全链条货币化。它拥有七项服务，用户达到 20 亿，使得 Alphabet 成为一个值得长期持有的优质宽护城河企业。</p>
</div><p>Expand</p>
<div class="lb-trans"><p>展开</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL0FWR08ucG5nJnc9MTI4" alt="Broadcom Stock Quote" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Fart%2Fcompanylogos%2Fmark%2FAVGO.png&amp;w=128&amp;op=resize"/></p>
<h2>NASDAQ: AVGO</h2>
<div class="lb-trans"><h2>NASDAQ: AVGO</h2>
</div><p>Broadcom</p>
<div class="lb-trans"><p>博通</p>
</div><p>Today's Change</p>
<div class="lb-trans"><p>今日变动</p>
</div><p>(4.87%) $19.14</p>
<div class="lb-trans"><p>(4.87%) $19.14</p>
</div><p>Current Price</p>
<div class="lb-trans"><p>当前价格</p>
</div><p>$412.04</p>
<div class="lb-trans"><p>$412.04</p>
</div><h3>Key Data Points</h3>
<div class="lb-trans"><h3>关键数据点</h3>
</div><p>Market Cap</p>
<div class="lb-trans"><p>市值</p>
</div><p>$2.0T</p>
<div class="lb-trans"><p>$2.0T</p>
</div><p>Day's Range</p>
<div class="lb-trans"><p>日内区间</p>
</div><p>$405.38 - $412.70</p>
<div class="lb-trans"><p>$405.38 - $412.70</p>
</div><p>52wk Range</p>
<div class="lb-trans"><p>52 周区间</p>
</div><p>$244.17 - $495.00</p>
<div class="lb-trans"><p>$244.17 - $495.00</p>
</div><p>Volume</p>
<div class="lb-trans"><p>成交量</p>
</div><p>1M</p>
<div class="lb-trans"><p>1M</p>
</div><p>Avg Vol</p>
<div class="lb-trans"><p>平均成交量</p>
</div><p>25.9M</p>
<div class="lb-trans"><p>25.9M</p>
</div><p>Gross Margin</p>
<div class="lb-trans"><p>毛利率</p>
</div><p>65.66%</p>
<div class="lb-trans"><p>65.66%</p>
</div><p>Dividend Yield</p>
<div class="lb-trans"><p>股息收益率</p>
</div><p>0.60%</p>
<div class="lb-trans"><p>0.60%</p>
</div><h2>3. Broadcom</h2>
<div class="lb-trans"><h2>3. 博通</h2>
</div><p>All the data centers that Amazon and Alphabet operate for their cloud infrastructure require a tremendous amount of chips and networking gear to transmit data between servers. This makes <strong>Broadcom</strong>( AVGO +4.87%) another important supplier in Anthropic's computing expansion plans.</p>
<div class="lb-trans"><p>亚马逊和 Alphabet 为其云基础设施运营的数据中心需要大量芯片和网络设备来在服务器之间传输数据。这使得 <strong>博通</strong>（AVGO +4.87%）成为 Anthropic 计算扩展计划中的另一个重要供应商。</p>
</div><p>Broadcom recently announced an agreement to supply multiple generations of TPUs and AI networking equipment to Google. Anthropic will gain access to multiple gigawatts of next-generation TPUs starting in 2027.</p>
<div class="lb-trans"><p>博通最近宣布与谷歌达成协议，提供多代 TPUs 和 AI 网络设备。Anthropic 将在 2027 年开始获得多个吉瓦的下一代 TPUs。</p>
</div><p>Broadcom expects AI chip revenue, excluding its networking and software businesses, to exceed $100 billion in fiscal 2027. This is more than double its trailing-12-month total revenue of $75 billion, indicating significant growth still ahead. In the most recent quarter, Broadcom's total revenue grew 48% year over year, as AI chip revenue more than doubled.</p>
<div class="lb-trans"><p>博通预计，排除其网络和软件业务的 AI 芯片收入将在 2027 财年超过 1000 亿美元。这是其最近 12 个月总收入 750 亿美元的两倍多，表明未来仍有显著增长。在最近一个季度，博通的总收入同比增长 48%，AI 芯片收入翻了一番。</p>
</div><p>Broadcom is the fifth-largest tech company by market cap, based on The Motley Fool's research. It has delivered exceptional returns to investors for many years, driven by strong revenue growth and stellar margins. Its leadership in custom AI chips and networking will keep Broadcom in the middle of the historic build-out of AI infrastructure.</p>
<div class="lb-trans"><p>根据 The Motley Fool 的研究，博通是市值第五大的科技公司。多年来，它为投资者提供了卓越的回报，得益于强劲的收入增长和出色的利润率。其在定制 AI 芯片和网络领域的领导地位将使博通在 AI 基础设施的历史性建设中保持重要地位。</p>
</div><h2>4. Nvidia</h2>
<div class="lb-trans"><h2>4. 英伟达</h2>
</div><p>Anthropic's compute strategy is broad because its customers' needs are broad. This is why it also uses <strong>Nvidia</strong>'s ( NVDA +3.08%) GPUs along with Amazon's and Alphabet's custom chips. Using multiple chip options and cloud platforms allows Anthropic to keep Claude running when demand spikes, especially as enterprise adoption accelerates.</p>
<div class="lb-trans"><p>Anthropic 的计算策略广泛，因为其客户的需求也很广泛。这就是为什么它还使用 <strong>英伟达</strong>（NVDA +3.08%）的 GPU，以及亚马逊和 Alphabet 的定制芯片。使用多种芯片选项和云平台使 Anthropic 能够在需求激增时保持 Claude 的运行，尤其是在企业采用加速的情况下。</p>
</div><p>Nvidia's GPUs are still the benchmark for the most demanding AI workloads. After three years of blazing growth, demand for its data center chips and computing systems remains incredibly strong, with revenue surging 85% year over year in the recent quarter.</p>
<div class="lb-trans"><p>英伟达的 GPU 仍然是最苛刻的 AI 工作负载的基准。在经历了三年的快速增长后，其数据中心芯片和计算系统的需求仍然非常强劲，最近一个季度的收入同比激增 85%。</p>
</div><p>The company is set to ramp up its next-generation Vera Rubin platform later this year, designed for the next wave of agentic AI workloads. Nvidia's annual release cadence and its software tools (CUDA) for compute customization are key parts of its competitive advantage.</p>
<div class="lb-trans"><p>该公司计划在今年晚些时候推出其下一代 Vera Rubin 平台，旨在支持下一波自主 AI 工作负载。Nvidia 的年度发布节奏及其用于计算定制的软件工具（CUDA）是其竞争优势的关键部分。</p>
</div><h2>Four stocks worth an investment</h2>
<div class="lb-trans"><h2>四只值得投资的股票</h2>
</div><p>These are four of the best stocks to ride the growing usage of Claude and other leading models. An investment in each company covers the full stack of AI computing, including chips, software, cloud services, and consumer applications.</p>
<div class="lb-trans"><p>这四只股票是利用 Claude 和其他领先模型日益增长的使用量的最佳选择。对每家公司进行投资涵盖了 AI 计算的全栈，包括芯片、软件、云服务和消费应用。</p>
</div>

You Can't Buy Anthropic Stock Yet, but You Can Buy These 4 AI Stocks Instead

- Anthropic 预计 2026 年收入达 300 亿美元，增长三倍。
- 四大公司，包括亚马逊和谷歌，助力其计算能力扩展。
- 投资这些公司可覆盖 AI 计算全栈，包括芯片和云服务。

Motley Fool

英伟达

博通

2 倍做多 AVGO ETF - Defiance

1 倍做空 AVGO ETF - Direxion

2 倍做多英伟达 ETF - Direxion

亚马逊每日 1 倍做空 ETF - Direxion

Kurv Yield Premium Strategy Amazon AMZN ETF

Roundhill AMZN WeeklyPay ETF

GraniteShares 2x Long AVGO Daily ETF

Anthropic

2 倍做空 NVDA ETF - T-Rex

南方两倍做多英伟达

2 倍做多英伟达 ETF - GraniteShares

GraniteShares 2x Long AMZN Daily ETF

Roundhill GOOGL WeeklyPay ETF

亚马逊每日 2 倍做多 ETF - Direxion

Leverage Shares 2X Long AVGO Daily ETF

2 倍做多 AVGO ETF - Direxion

1 倍做空谷歌 ETF - Direxion

2 倍做多谷歌 ETF - Direxion

1 倍做空英伟达 ETF - Direxion

英伟达期权收益策略 ETF - YieldMax

1.5 倍做空英伟达 ETF - Tradr

2 倍做多 NVDA ETF - T-Rex

Roundhill AVGO WeeklyPay ETF

南方两倍做空英伟达

ProShares Ultra NVDA

2 倍做空 NVDA ETF - GraniteShares

Tradr 2X Short AMZN Daily ETF

Yieldmax Amzn Option Income ETF

Graniteshares YieldBOOST AMZN ETF

2 倍做多 MAG7 指数 ETF - Roundhill

YieldMax GOOGL Option Income Strategy ETF

GraniteShares 2x Long GOOGL Daily ETF

2 倍做多谷歌 ETF - T-Rex

Kurv Yield Premium Strategy Google GOOGL ETF

2 倍做多英伟达 ETF - Leverage Shares

Leverage Shares 2x Cpd Acclrtd NVDAMnETF

NVDA 周配息 ETF - Roundhill

GraniteShares YieldBOOST NVDA ETF

xETFs NVDA Daily Income ETF

NVDA 期权收益策略 ETF - YieldMax

XI二南英伟-U

半导体 ETF - VanEck Vectors

费城交易所 半导体 ETF - iShares

半导体 3 倍做多 - Direxion

Invesco PHLX Semiconductor ETF

标普半导体 ETF - SPDR

动态半导体 ETF - Invesco

纳斯达克半导体 ETF - First Trust

NVIDIA Corporation

你目前无法购买 Anthropic 的股票，但可以选择购买这四只 AI 股票