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Benzinga
Benzinga
Business
Chandrima Sanyal

EXCLUSIVE: Anthropic Is a ‘Generational Company,’ Tema CEO Says — and Why LAZR Made It the Top Holding Before IPO

Anthropic Tema LAZR IPO Nvidia Memory AMD ETF Intel Corporation Nasdaq
Anthropic,Logo,Is,Displayed,On,The,Screen,Of,A,Smartphone,

While Wall Street remains fixated on the high-bandwidth memory (HBM) boom powering Nvidia Corp.‘s (NASDAQ:NVDA) AI accelerators, China’s newest semiconductor giant is making a very different bet.

Fresh off a blockbuster IPO valuing the company at roughly $500 billion, Chinese DRAM maker CXMT Corp is scaling production of DDR5 memory—the technology used in servers powered by Intel Corp. (NASDAQ:INTC) and Advanced Micro Devices Inc. (NASDAQ:AMD), rather than the premium HBM chips dominating the AI narrative.

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