The article highlights three AI infrastructure stocks linked to Anthropic's huge IPO filing and tens of billions in GPU financing from SpaceX and Meta. Netweb Technologies India (market cap ₹244.0 billion) designs AI servers, supercomputers and data center systems, with expected demand from government and enterprise customers in India supporting revenue and margin growth. Keysight Technologies (market cap US$53.6b) provides design, test and simulation tools for high-speed AI data center hardware, and its commercial communications unit delivered its first US$1b quarter while wireline revenue surpassed wireless in Q3 2026. Hangzhou Changchuan Technology (market cap CN¥114.2b) makes IC testing and handling equipment, with a P/E of 49.5x and forecast earnings growth above 38%.
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artificial intelligencedata centersIPOAnthropic
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| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.1T |
| Close on 10/26/2026 | 215.98 |
| Change that session | +2.38% |
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