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Angelo Zino, Sonic AI
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Angelo Zino
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Angelo Zino
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Anthropic is on track to reach a $50 billion annual revenue run rate by June, with its growth currently limited only by compute availability.
Expert perspective
Angelo Zino
Jun 1
Angelo Zino predicts that hyperscaler CapEx growth will normalize to a 25% to 30% annual rate in 2027 and 2028.
Expert perspective
Angelo Zino
Jun 1
Angelo Zino believes Anthropic has been the clear winner against OpenAI in the enterprise AI market over the last two to three quarters.
Expert perspective
Angelo Zino
Jun 1
Nvidia expects sovereign AI and "neo clouds" to become a larger percentage of its total revenue within the next 2 to 3 years.
Expert perspective
Angelo Zino
May 21
Nvidia's data center business now accounts for 92% of the company's total revenue.
Expert perspective
Angelo Zino
May 21
Apple is the only company besides Nvidia that is returning approximately $100 billion to shareholders.
Expert perspective
Angelo Zino
May 21
Approximately half of Nvidia's data center revenue comes from hyperscalers.
Expert perspective
Angelo Zino
May 21
Nvidia's gaming business, which was once its largest, now represents only a mid-single-digit percentage of its sales.
Expert perspective
Angelo Zino
May 21
Hyperscaler CapEx spending is projected to nearly double this year.
Expert perspective
Angelo Zino
May 21
Angelo Zino predicts Nvidia will return at least $100 billion to shareholders over the next 12 months.
Expert perspective
Angelo Zino
May 21
Nvidia's stock is trading at approximately 18 times CFRA Research's earnings expectations for 2027.
Expert perspective
Angelo Zino
May 21
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