Astera Labs is a company the creator is bullish on, with recent positive performance noted.
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Anthropic Needs More Compute From Amazon!! (Top 3 AI STOCKS TO MAKE ME RICH)
Jose Najarro StocksApr 21, 2026
The creator discusses a significant deal between Amazon and Anthropic, where Amazon will invest up to $25 billion and provide compute power using its Tranium chips. This deal highlights the ongoing compute constraint in the AI market, benefiting key suppliers like Marvell, Credo Technology, and Astera Labs. While Nvidia is also mentioned, its performance is seen as separate from this specific deal's direct beneficiaries.
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Nvidia is mentioned as not directly benefiting from the Amazon-Anthropic deal, with its stock down.
Astera Labs is a key supplier for Amazon's Tranium AI chips, benefiting from the Anthropic deal.
Credo Technology is a key supplier for Amazon's Tranium AI chips, benefiting from the Anthropic deal.
Marvell is a key supplier for Amazon's Tranium AI chips, benefiting from the Anthropic deal.
Amazon benefits from a major cloud deal with Anthropic, securing compute usage for its AI chips.
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