2026. 5. 14. 15:25ㆍ재테크(Investment)
Introduction: Why Anthropic is the Heart of the 2026 AI Rally
Hello, fellow investors! In 2023, we were amazed by chatbots. In 2026, we are witnessing the birth of Autonomous AI Agents. These are systems that don't just talk; they do. And at the center of this revolution is Anthropic, the creator of Claude.
While Anthropic remains a private company (though IPO rumors are swirling), the "Anthropic Ecosystem" has become a goldmine for savvy American investors. To run Claude’s agentic workflows—which require massive real-time reasoning and task execution—an entire backbone of hardware, power, and connectivity is needed. Let’s dive into the 10 US-listed stocks that are winning because of Anthropic's ascent.
1. The Strategic Titans: Amazon (AMZN) & Alphabet (GOOGL)
Anthropic’s success is inextricably linked to its two largest backers and cloud providers.
- Amazon (AMZN): Amazon has invested over $25 billion in Anthropic. In 2026, Claude is the "brain" inside AWS Bedrock. Every time an enterprise deploys a Claude agent on AWS, Amazon wins.
- Alphabet (GOOGL): Google is not just a rival but a massive investor. Anthropic uses Google’s TPUs (Tensor Processing Units) for large-scale training, making Google Cloud a primary beneficiary of Claude’s growth.
2. The Custom Silicon Kings: Broadcom (AVGO) & Marvell (MRVL)
As AI agents move toward "Agentic Workflows," standard GPUs aren't enough. Custom chips (ASICs) are the new trend.
- Broadcom (AVGO): Broadcom is the secret partner helping Google and Meta design their custom AI chips. As Anthropic expands its use of Google TPUs, Broadcom’s networking and custom silicon business skyrockets.
- Marvell (MRVL): They provide the high-speed data interconnects that allow AI agents to "think" without lag. Marvell is a critical play for those betting on the internal hardware of AI data centers.
3. Memory & Performance: Micron (MU) & NVIDIA (NVDA)
AI agents require vast amounts of fast memory to maintain "context" while executing tasks.
- Micron (MU): In 2026, HBM4 (High Bandwidth Memory) is the oxygen of AI. Anthropic’s complex agents require massive memory bandwidth, making Micron’s leading-edge DRAM essential.
- NVIDIA (NVDA): While Anthropic uses custom chips, NVIDIA’s Rubin architecture remains the gold standard for inference. If you want the most capable agents, you run them on NVIDIA.
4. Optical Connectivity: Arista Networks (ANET) & Coherent (COHR)
AI agents aren't just one chip; they are thousands of chips working as one. This requires light-speed data transfer.
- Arista Networks (ANET): The leader in AI networking. Their switches manage the traffic of millions of agentic requests.
- Coherent (COHR): As a leader in optical transceivers, Coherent enables the fiber-optic "nervous system" that connects Anthropic’s massive server clusters.
5. The Power Bottleneck: Vertiv (VRT) & Constellation Energy (CEG)
The biggest fear in 2026 isn't lack of chips—it's lack of power and cooling.
- Vertiv (VRT): AI agents generate immense heat. Vertiv’s liquid cooling systems are no longer optional for the high-density racks that run Claude.
- Constellation Energy (CEG): To power the "gigawatt-scale" data centers Anthropic has committed to with Amazon and Google, nuclear power is the preferred choice. Constellation is the leader in providing carbon-free, 24/7 energy for AI.
Conclusion: The "Agentic Supercycle" Strategy
The shift to AI agents is a structural change in how we use technology. For an American investor, the play isn't just about finding the "next Anthropic," but about owning the infrastructure that makes Claude possible.
From the nuclear power provided by Constellation to the optical fibers of Coherent and the custom silicon of Broadcom, these 10 stocks represent the physical reality of the AI dream. As Anthropic continues to lead in "Safe AI," these companies provide the secure, powerful, and efficient foundation required for the next decade of growth.