3 Stocks Already Winning the OpenAI vs. Anthropic Race

3 NYSE Stocks Winning the AI Boom Despite OpenAI-Anthropic Uncertainty

Business Boom for AI Suppliers

Three NYSE stocks, GE Vernova, Quanta Services, and Vertiv, are seeing a business boom as they supply power and cooling to AI data centers. GE Vernova's data center orders exceeded $5 billion in the first half of 2026, more than double its entire 2025 total. Quanta Services' total backlog reached a record $53.4 billion, including work beyond AI. Vertiv's quarterly sales jumped 24%, prompting higher annual forecasts.

Analysts Weigh In on AI Bubble Uncertainty

Several Wall Street analysts argue that these suppliers benefit regardless of which AI developer wins more customers. However, concerns about the AI bubble bursting threaten their long-term prospects. Michael Burry, famous for predicting the 2008 financial crisis, wants the market to crash before the AI giants go public. 'For the benefit of humanity, the markets should tank hard and prevent the OpenAI and Anthropic IPOs,' he said.

Market Reaction to OpenAI's Revenue Disappointment

Thursday offered a warning. OpenAI's annualized revenue is reportedly $20 billion below an earlier estimate, largely because of differences in counting cloud-partner sales. The Nasdaq 100 fell more than 300 points within half an hour amid wider market pressure. Oracle stock, $ORCL, falls over -5% after OpenAI tells investors that its annualized revenue is $20 billion less than expected.

The Long-Term Prospects of AI Suppliers

For GE Vernova, Quanta and Vertiv, the orders are real. The question is how long AI companies can afford to keep building at this pace.