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.
/ 77 items
#MSFT↓
Nokia Shares Jump After Microsoft AI Data Deal, With Ciena Outlook Adding Fuel
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 Spending Hold Lifts Server and Rack Stocks
Oracle kept its $90–95B AI capex plan as Microsoft targets 38 GW by 2032. HPE and Dell jumped on the infrastructure read-through.
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.
IREN Completes Horizon 1 for Microsoft, Achieves Top NVIDIA Cloud Certification
IREN delivers Horizon 1 AI data center to Microsoft and achieves NVIDIA Exemplar Cloud status. First of four 50MW facilities in $9.7B Texas deal.
Microsoft Plans to Unveil Maia 300 AI Chip in September, Eyes Massive Production Ramp
Microsoft plans to unveil its Maia 300 AI chip this fall and secure TSMC capacity for over 300,000 units in 2027 to cut Nvidia reliance.