Anthropic is on track to reach a $50 billion annual revenue run rate by June, with its growth currently limited only by compute availability.

Angelo Zino predicts that hyperscaler CapEx growth will normalize to a 25% to 30% annual rate in 2027 and 2028.

Angelo Zino believes Anthropic has been the clear winner against OpenAI in the enterprise AI market over the last two to three quarters.

Nvidia expects sovereign AI and "neo clouds" to become a larger percentage of its total revenue within the next 2 to 3 years.

Nvidia's data center business now accounts for 92% of the company's total revenue.

Apple is the only company besides Nvidia that is returning approximately $100 billion to shareholders.

Approximately half of Nvidia's data center revenue comes from hyperscalers.

Nvidia's gaming business, which was once its largest, now represents only a mid-single-digit percentage of its sales.

Hyperscaler CapEx spending is projected to nearly double this year.

Angelo Zino predicts Nvidia will return at least $100 billion to shareholders over the next 12 months.

Nvidia's stock is trading at approximately 18 times CFRA Research's earnings expectations for 2027.