If it puts into perspective the growth and why I can't buy into this downfall, this released today by anthropic:

Demand from Claude customers has accelerated in 2026. Our run-rate revenue has now surpassed $30 billion-up from approximately $9 billion at the end of 2025. When we announced our Series G fundraising in February, we shared that over 500 business customers were each spending over $1 million on an annualized basis. Today that number exceeds 1,000, doubling in less than two months.

https://www.anthropic.com/news/google-broadcom-partnership-compute

Things are changing very very fast.