You Can't Buy Anthropic Stock Yet, but You Can Buy These 4 AI Stocks Instead

John Ballard, The Motley Fool

Sun, June 21, 2026 astatine 6:20 PM CDT 5 min read

Anthropic's Claude is 1 of the astir fashionable artificial quality (AI) models, translating into skyrocketing maturation for the company. Anthropic precocious revealed that its annualized gross has astir tripled since the extremity of 2025, exceeding $30 cardinal successful aboriginal 2026.

Anthropic precocious filed a draught registration connection with the Securities and Exchange Commission arsenic it prepares for an archetypal nationalist offering (IPO). But investors don't person to wait. Adoption of AI agents, including Claude Cowork, is driving accelerating concern successful AI infrastructure.

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Here are 4 companies straight progressive successful helping Anthropic standard its computing capableness to grip increasing Claude usage.

1. Amazon

Anthropic has been a adjacent spouse with Amazon (NASDAQ: AMZN) since 2023. It uses implicit 1 cardinal Amazon Trainium 2 chips to bid and tally Claude. In the archetypal quarter, Amazon's spot concern exceeded $20 cardinal successful annualized revenue, increasing astatine triple-digit rates.

As of April, Amazon had invested $13 cardinal successful Anthropic, with plans to put up to $20 billion. Anthropic agreed to walk implicit $100 cardinal connected Amazon Web Services (AWS) implicit the adjacent 10 years, including up to 5 gigawatts of compute capableness to bid and tally Claude.

To enactment that successful perspective, Anthropic's $100 cardinal committedness is astir three-quarters of AWS's trailing-12-month revenue. In the archetypal quarter, AWS gross surged 28% twelvemonth implicit twelvemonth to $37.6 billion. This makes Amazon 1 of the champion megacap stocks to put successful AI infrastructure growth.

2. Alphabet (Google)

In October 2025, Anthropic announced it would usage up to 1 cardinal of Alphabet's (NASDAQ: GOOG) (NASDAQ: GOOGL) Tensor Processing Units (TPUs). This diversifies Claude's compute strategy and helps support a narration with each the apical AI infrastructure leaders.

Google Cloud's TPUs present optimal show per dollar for definite AI tasks compared to general-purpose chips, specified arsenic graphics processing units (GPUs). This is 1 origin driving accelerating request for Google's unreality platform. Last quarter, gross from Google Cloud skyrocketed 63% twelvemonth implicit year, and the backlog doubled to $460 billion.

Demand for Google Cloud and its TPUs shows wherefore Alphabet remains a coagulated semipermanent investment. The institution controls the afloat end-to-end monetization of AI exertion crossed user apps and endeavor unreality services. It has 7 services with 2 cardinal users, making Alphabet a quality, wide-moat concern to clasp for the agelong haul.