Anthropic's slowing quarterly revenue growth is due to a shortage of AI data center infrastructure

Samsung Electronics took a hit due to interpretations that the slowdown in Anthropic's quarterly revenue growth—from 140% in Q2 to 45% in Q3—signaled a decline in AI demand.
In reality, it appears that while Anthropic wants to increase revenue further, they are facing difficulties in expanding due to the capacity limits of their leased AI data centers. Ultimately, the shortage of AI infrastructure is caused by the shortage of memory semiconductor supply, and the AI industry is just as desperate for memory semiconductors.
However, the market interpreted this too simplistically as a drop in revenue growth equaling stagnation in the AI market.