Cloud provider CoreWeave has recently announced new customer agreements with both Anthropic and Meta.

Waste management companies are able to consistently raise prices by 4% to 6% annually.

Jed Ellerbrook predicts that Amazon Web Services' revenue growth will accelerate to the high 20% range in the current quarter and reach the 30% range in subsequent quarters.

Anthropic announced it is purchasing 3.5 gigawatts worth of TPU chips from Broadcom.

Jed Ellerbrook of Argent Capital Management believes that the current demand for AI compute significantly exceeds supply, and this gap is widening.

Free cash flow estimates for Google, Meta, Microsoft, and Amazon have declined for the past four consecutive quarters due to rapidly increasing CapEx spending.