Tag
#Oracle
Anthropic puts a $19 billion price on AI's power bottleneck
Anthropic-TeraWulf lease gives investors a $19 billion yardstick for AI power scarcity, grid risk and data-center cash flows.
Oracle Q4 earnings beat, but $40B AI capex plan bites
Oracle Q4 earnings beat estimates, but a $40B financing plan for AI data centers shifted the focus to debt, cash flow and margins.
OpenAI files for IPO at $852bn as AI giants rush to Wall Street
OpenAI confidentially submitted a draft S-1 to the SEC on 8 June, joining Anthropic and SpaceX in a $3.6 trillion AI listing wave that tests Wall Street's capacity.
Oil surges 5.1pc to $93 as US strikes Iran for second night; stock futures slide
Oil surged 5.1 per cent to $93.15 a barrel and US stock futures fell after the American military launched a second consecutive night of strikes on Iran, putting further strain on a fragile ceasefire.
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.
