Gotrade News - The AI investment race is reaching a new level of intensity this week as three landmark deals signal that institutional capital is flooding into artificial intelligence infrastructure at an unprecedented pace. Anthropic is fielding offers that could push its valuation to $800 billion, CoreWeave just locked in a $6 billion cloud agreement with Jane Street, and Broadcom (AVGO) expanded a multi-year custom chip partnership with Meta (META).
These deals collectively reinforce that the AI buildout is accelerating rather than peaking, with capital commitments now stretching years into the future. For global investors, the message is clear: the infrastructure layer of the AI economy is where the biggest bets are being placed right now.
Key Takeaways:
- Anthropic has received investor offers valuing it at $800 billion, more than double its $350 billion valuation from February 2026.
- Jane Street committed $6 billion to CoreWeave's AI cloud platform plus a $1 billion equity investment at $109 per share.
- Broadcom expanded a multi-year partnership with Meta exceeding 1 gigawatt of compute capacity through 2029.
Anthropic's Valuation Doubles in Two Months
According to Bloomberg, Anthropic has received offers from investors for a new funding round that could bring its valuation to $800 billion. The company raised $30 billion in February at a pre-money valuation of $350 billion, meaning the new figure represents a more-than-doubling in just two months.
The surge is driven by Anthropic's run-rate revenue climbing to $30 billion annually, up from $19 billion just months earlier. Strong enterprise adoption of its Claude AI models has made it one of the fastest-growing companies in tech history.
Anthropic has not yet accepted these terms and is reportedly considering a potential IPO in Q4 2026. The company's restraint in fundraising suggests management is prioritizing business fundamentals over dilution.
CoreWeave and Broadcom Lock In Multi-Billion-Dollar Deals
CoreWeave announced that Jane Street has committed approximately $6 billion to use its AI cloud platform, including access to NVIDIA's (NVDA) next-generation Vera Rubin technology. Jane Street also made a $1 billion equity investment in CoreWeave Class A stock at $109 per share, making it the company's fifth-largest shareholder.
CoreWeave's Max Hjelm stated that "Jane Street operates like a frontier lab, continually breaking new ground in deep learning." This marks the third multi-billion-dollar deal for the Nvidia-backed cloud company in a single week, following an expanded $21 billion agreement with Meta.
Separately, Broadcom announced a multi-year, multi-generation partnership with Meta through 2029 for custom AI accelerator chips. The initial commitment exceeds 1 gigawatt of compute capacity as the first phase of a broader multi-gigawatt rollout.
Broadcom shares rose 2.18% to $389.09 on the announcement, with CEO Hock Tan transitioning from Meta's board to an advisory role focused on the custom silicon roadmap. The deal combines Broadcom's XPU custom accelerator platform with Meta's proprietary MTIA chips.
For investors tracking AI infrastructure, these three deals illustrate how capital is flowing simultaneously into AI models, cloud compute, and custom silicon. The scale of commitments suggests major institutions see the AI buildout as a multi-year structural trend, not a short-term cycle.
Sources:
- PYMNTS, [Anthropic Valuation Could Hit $800 Billion With New Funding](https://www.pymnts.com/artificial-intelligence-2/2026/anthropic-valuation-could-hit-800-billion-with-new-funding/), 2026.
- CoreWeave, [Jane Street Signs $6 Billion AI Cloud Agreement With CoreWeave](https://coreweave.com/news/jane-street-signs-6-billion-ai-cloud-agreement-with-coreweave), 2026.
- Benzinga, [Broadcom Stock Rises on Expanded Meta AI Chip Partnership](https://www.benzinga.com/trading-ideas/movers/26/04/51828619/broadcom-stock-rises-on-expanded-meta-ai-chip-partnership), 2026.
