Chamath Palihapitiya Flags 3 AI Killers — Could Anthropic's $2 Trillion IPO Dreams Crash First?

AI infrastructure spending has driven outsized multi-year gains in tech, as hyperscalers have invested hundreds of billions into data centers and chips. The article frames the trend as a continuing support for tech earnings and capex-driven growth, with a modestly positive market read rather than a specific single-stock catalyst.