You may not be able to predict the changes but at least accept that change has already happened. It will help save your investments.
AI revenue beats all other revenue and all other profit.
Things are changing fast in AI and have already changed.
Nvidia will likely soon get passed by Micron and Anthropic and SpaceX in valuation.
SpaceX has already doubled revenue from 2025 and could triple revenue run rate in Q4 2026.
Anthropic’s annualized revenue run rate crossed $47 billion as of early May 2026 – disclosed in the company’s $65 billion Series H announcement – with growth extrapolations placing the figure near or above $50 billion by late June. The trajectory is historically unprecedented at this revenue scale: from $9 billion at end-2025 to $14 billion in February, $30 billion in April, and $47 billion by May 7.
Anthropic has massive growth to adoption across global enterprise customers and is able to raise prices while getting more customers. As of April 2026, over 1,000 businesses were each spending more than $1 million annually on Claude, with that count having doubled in under two months. FSnowflake took roughly a decade to reach $1 billion in run-rate revenue. Anthropic passed $30 billion in three years, then added $17 billion more in a single month.
The 110,000 B200 GPUs rented by Google from SPACEXAI in a signed deal a month ago is at over $50 billion per year per gigawatt. It is over $25 billion per year of profit. SPACEXAI has a full gigawatt of B200 and B300 chips and are adding more.
Brian Wang is a Futurist Thought Leader and a popular Science blogger with 1 million readers per month. His blog Nextbigfuture.com is ranked #1 Science News Blog. It covers many disruptive technology and trends including Space, Robotics, Artificial Intelligence, Medicine, Anti-aging Biotechnology, and Nanotechnology.
Known for identifying cutting edge technologies, he is currently a Co-Founder of a startup and fundraiser for high potential early-stage companies. He is the Head of Research for Allocations for deep technology investments and an Angel Investor at Space Angels.
A frequent speaker at corporations, he has been a TEDx speaker, a Singularity University speaker and guest at numerous interviews for radio and podcasts. He is open to public speaking and advising engagements.
Continuous exponential growth is mathematically impossible. I fear that some companies are spending way too much on AI with little real return. These companies will have to drastically cut back on their use of AI and this will effect not only the AI companies but also the entire economy.