Anthropic’s IPO filing reveals an $84.5B SpaceX/xAI compute commitment through 2029 and $518B in decade-long infrastructure obligations across six partners.
Microsoft added coding and an always-on Autopilot agent to Copilot, aiming to make the app a one-stop shop for office work.
Analysts say Microsoft turned the corner, with Azure efficiency, 30 million Copilot seats, and better margins supporting mid-teens growth.
Anthropic may go public in November at about $2 trillion after delaying an October window to show Q3 results following OpenAI’s Astra launch.
Nokia and Microsoft will combine Data Suite with Fabric so AI agents can run on cleaner telco data faster. Radio-network tools and Ciena’s growth targets support the move.
Oracle kept its $90–95B AI capex plan as Microsoft targets 38 GW by 2032. HPE and Dell jumped on the infrastructure read-through.
