(https://www.cnbc.com/2026/06/01/anthropic-ipo-s1-prospectus.html) while SpaceX gears up and OpenAI is next in line — this is the canary in the coal mine for semiconductor demand. When a $25B+ AI company goes public, it means venture capital and strategic investors (not public market buyers) are capturing the infrastructure spend that equity analysts had baked into $AVGO, $LRCX, and $ASML forecasts.

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