Guy Johnson

👤 Speaker

5 total appearances

Appearances Over Time

Anthropic to Spend $50 Billion Building US Data Centers

We just raised the guidance for our AI revenue for this year from one billion to one and a half.

Anthropic to Spend $50 Billion Building US Data Centers

So we are more than doubling in this fiscal year and it will not end in 26.

Anthropic to Spend $50 Billion Building US Data Centers

We expect the addressable market for Infineon for powering the AI data centers in the magnitude of 8 to 12 billion.

Anthropic to Spend $50 Billion Building US Data Centers

So it's a significant idiosyncratic growth driver for the company going ahead.

Anthropic to Spend $50 Billion Building US Data Centers

Yeah.