Anthropic's Growth Is Slowing, but Overall AI Token Demand Is Still Accelerating

ANTHROPIC'S GROWTH IS SLOWING, BUT AI TOKEN DEMAND IS STILL ACCELERATING
The slowdown doesn't mean the broader AI trade is losing momentum:
• Anthropic once dominated the enterprise market, but growth slowed as OpenAI caught up and businesses adopted open-weight models to reduce costs
• Overall AI token consumption continues to accelerate, showing that demand for AI remains on a steep upward trajectory
• CoreWeave ($CRWV), Nebius ($NBIS), and NScale remain highly speculative AI bets that could either win big or go to zero