Skip to navigationSkip to main contentSkip to right columnADVERTISEMENTMicah Zimmerman, The Motley FoolSun, June 7, 2026 at 11:39 AM GMT+2 5 min readAnthropic filed confidentially for a U.S. initial public offering (IPO) on June 1, 2026, days after closing a $65 billion Series H financing round that valued the company at nearly $1 trillion. The maker of Claude is officially coming to public markets, and Wall Street's initial beneficiary list starts with Amazon and Alphabet, both of which hold substantial equity stakes.But the more interesting question isn't who holds Anthropic equity. It's who holds Anthropic's infrastructure contracts. Claude isn't a software business, it's a compute business. And the companies building the machines Claude runs on could be the quieter beneficiaries of this IPO moment.Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »Image source: Getty Images.Why the IPO changes the calculusWhen Anthropic goes public near a $1 trillion valuation, it will need to show investors a credible path to supporting that number. That means building more capacity, faster. Anthropic has already committed to spending more than $100 billion with Amazon Web Services over the next decade, securing up to 5 gigawatts of compute capacity. Separate agreements with Google lock in another 5 gigawatts. That is 10 gigawatts of contracted artificial intelligence (AI) compute demand from a single company -- before the IPO even happens.Here are five companies that are positioned to benefit from the infrastructure build-out that follows.1. CelesticaCelestica (NYSE: CLS) is the company that integrates GPUs, custom silicon, and networking gear into finished, tested racks that hyperscalers actually deploy. As of April 2026, the company has made its DS6000-series 1.6 terabit Ethernet switches -- hardware designed to handle the cluster density that Anthropic's training runs demand -- available to order. In March 2026, Celestica also announced a strategic collaboration with AMD to bring the open-standards Helios rack-scale AI platform to market. When Anthropic builds out capacity, someone has to assemble and deliver the racks. Celestica does that for some of the largest hyperscalers.2. Credo Technology GroupCredo Technology (NASDAQ: CRDO) supplies the Active Electrical Cables connecting GPUs inside AI clusters. Anthropic's $100 billion AWS compute commitment will translate into physical servers that need Credo's cables. The company's three confirmed hyperscaler customers all have direct Anthropic relationships. The connection is indirect, but structurally real.Terms and Privacy PolicyPrivacy & Cookie SettingsMore Info