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Why the BIS sees the AI capex boom as a debt-market risk
AI capex debt risk is shifting from a tech valuation story to a credit-market story as the BIS warns opaque financing could amplify any slowdown.
OpenAI price cuts turn AI IPO race into margin test
OpenAI price cuts would push the AI IPO race from valuation hype toward margins as Anthropic pressures pricing and investor timing.
Anthropic $35bn chip deal puts private credit in AI
Anthropic $35bn chip deal makes private credit a core buyer of AI infrastructure, shifting risk into leases, SPVs and chip collateral.
SpaceX Google deal: $30bn AI cash-flow test for IPO
SpaceX Google deal gives the IPO a $30bn AI revenue pillar, but cancellation terms make the cash-flow story harder to price.
Oura IPO tests hardware against the 2026 AI listing wave
Oura IPO gives investors a rare hardware listing built on ring sales and paid health members as OpenAI and SpaceX dominate the 2026 calendar.
Anthropic NSA deal nears clearance as AI chip push grows
Anthropic's NSA deal moved closer after the White House backed a $9 billion chip push for spy agencies, widening the AI procurement race.
Zoom's Anthropic stake puts AI marks onto balance sheets
Zoom's Anthropic stake has swelled to about $1.27 billion, showing how private AI valuations are starting to reshape listed-company balance sheets.
Anthropic-Microsoft AI chip talks test Nvidia's grip on compute
Anthropic Microsoft AI chip talks show leading model labs are turning compute buying into leverage, pressuring Nvidia and giving Azure a fresh opening.
Anthropic's $30 billion round tests the AI IPO endgame
Anthropic's $30 billion round at a valuation above $900 billion shows AI financing is still setting IPO-scale prices before any listing.
Cheap AI models threaten OpenAI, Anthropic trillion-dollar IPOs
Chinese AI labs charge $1.74 per million tokens versus $25 to $30 for Western models. Enterprise CFOs are routing 69% of workloads to cheap alternatives — just as OpenAI files for a $1 trillion IPO.
Nvidia concedes China AI chip market to $12B rival Huawei
Nvidia's Jensen Huang says the company has 'largely conceded' China's AI chip market to Huawei, marking a permanent reset of the AI silicon landscape.
Anthropic-SpaceX compute deal puts a $45bn price on AI
The Anthropic-SpaceX compute deal prices frontier AI capacity at roughly $45 billion, giving Claude more room while tying a top model maker to a rival's grid.
TSMC Q1 profit jumps 58% as AI chip boom drives $35.9bn revenue record
TSMC posted a 58.3 per cent jump in first-quarter net income as revenue hit a fourth consecutive quarterly record, powered by surging demand for advanced AI chips from Nvidia and Apple.
