WS #12622
AMD invests $5B in Anthropic for 2GW of GPUs; OpenAI raises cloud spending forecast to $750B and commits $20B to Georgia data center. Nasdaq down over 100 points, S&P 500 and Nasdaq open lower ahead of Big Tech earnings; energy sector up 1.1%, tech down 0.7%.
AI Infrastructure Buildout
AMD invests $5B in Anthropic for 2GW of GPUs; OpenAI raises cloud spending forecast to $750B and commits $20B to Georgia data center.
Nasdaq down over 100 points, S&P 500 and Nasdaq open lower ahead of Big Tech earnings; energy sector up 1.1%, tech down 0.7%.