Anthropic Pushes Stock-Market Debut to November
Anthropic may go public in November at about $2 trillion after delaying an October window to show Q3 results following OpenAI’s Astra launch.
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Amazon Gets Generac Warrant Tied to Up to $8 Billion in Data-Center Generator Purchases
Generac issued Amazon a $201 warrant for 1.69 million shares and signed a long-term supply pact. $2.4B in deliveries is expected in 2027-28.
Instacart Slides as DoorDash Eyes Costco, Uber Goes National, and Amazon Plans 1,000 Same-Day Hubs
Edgewater flagged DoorDash-Costco risk. Uber confirmed a 47-state Costco rollout. Amazon is planning 1,000 same-day centers.
Meta Extends Rally After Rolling Out Muse Personal AI Agent
Meta’s Muse AI agent can shop, send emails and book travel, while analysts say it could take market share from Amazon and Alphabet and pose a potential threat to Shopify.
Qualcomm Hands Amazon a $4 Billion Warrant in Multi-Year Custom AI Chip Deal
Qualcomm issued Amazon a 25 million-share warrant at $161.26, tied to up to $60B in purchases, to build custom AI chips and 1.6T optical links for AWS.
Anthropic Signs Reported $35 Billion Cloud Deal With Nvidia-Backed Lambda
Lambda, backed by Nvidia, has a reported $35B agreement to supply Anthropic with GPU compute at Hut 8’s Nueces County data center in Texas.