Anthropic's growth just flattened

Anthropic reported Q3 revenue of $16.8 billion, marking a significant slowdown in growth compared to previous quarters—sequential growth fell to 45% in Q3 versus 141% in Q2, with monthly revenue growth declining from approximately $760 million to $580 million. The slowdown raises questions about sustainability of AI sector growth expectations and has contributed to stock declines among AI infrastructure providers like CoreWeave, which had assumed continued explosive demand for computing resources.