Google, Microsoft, Oracle, Meta, Nvidia. All their stock gains in the last 2 or so years were because of the AI hype. And who knows how much money the borrowed and promises they made on the assumption that their stock will continue to rise in the same pace for years to come. When one domino falls, they will follow. So they have every incentive to keep the music going for one of their "friends".

If Anthropic disappeared tomorrow due to running out of cash it would cause a great panic, no?