S&T SELL

GS Johnstone TMT Spec Sales 18 Aug 2026

Aug 18, 20264 pages

From the report报告摘录AI Revenue Scaling: Anthropic’s $65bn annual revenue run rate (July) shows 18% MoM growth; Nvidia’s $100bn OpenAI data center backstop (Ohio) and DSY’s industrial AI agent exposure (Devin) signal accelerating AI…

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