Anthropic could have grown faster than 50% QoQ in Q3 with more compute, Jonah Lupton notes

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Anthropic could have grown faster than 50% QoQ in Q3 with more compute, Jonah Lupton notes — Rumored Anthropic Nscale data center deal

Rumors are circulating about Anthropic preparing to announce a $45 billion data center deal with Nscale, which suggests the artificial intelligence lab continues to face compute constraints.

Jonah Lupton, investor and market commentator, said Anthropic's quarterly growth could have exceeded 50% in Q3 if more compute resources were available. Lupton made these comments despite recent price action in the sector.

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Lupton has previously commented on large tech sector cash reserves, highlighting SK Hynix's $50 billion cash position and net income projections. He also covered Marvell's outlook as the company forecast $20 billion in revenue for FY2028 driven by connectivity. Both developments reflect Lupton’s ongoing focus on technology growth and financial performance.

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