Gold Performers
Tag Line
If the Hyperscalers with capital spending plans of $B in 2026 represent Platinum Peformers in NEA rankings, it’s because they are the primary companies with the financial depth to complete an industrial buildout for AI, data centers, improvements in the electrical grid and environmental provisions, and with government spending, the Gold Performers are the at-scale software and hardware systems design companies whose application portfolios run in these data centers and their solutions are suitable across nearly every industry and government application.
Anthropic, Privately Held
NARRATIVE has been very successful with Generative AI program Claude which is particulalry popular with programmers because it's always been an open source platform. Despite the recent snub by the US Government, what's said outwardly is that Anthropic security threat. But being a little cynical, it's beause the government already picked industry leader Open AI and dertmined there isn't room for two. The last funding round was xxx and a duck and a lion were the primary investors. This round and previous rounds suggests a valuation in the range of x and y.
ARM Holdings, American Depository Shares ( NASDAQ: ARM )
Narrative