WS #13414
Anthropic signs $10B compute deal with Volta (Nvidia-backed) and Blackstone explores $36B debt financing for Google TPU usage, reinforcing AI capex demand. Jeff Bezos files to sell 15M Amazon shares (~$4.1B) via pre-arranged plan, creating a potential overhang on AMZN. Palantir revenue +93%, EPS $0.41 vs $0.344 expected, raises guidance, stock +29%.
AI Infrastructure Supercycle
Anthropic signs $10B compute deal with Volta (Nvidia-backed) and Blackstone explores $36B debt financing for Google TPU usage, reinforcing AI capex demand.
Jeff Bezos files to sell 15M Amazon shares (~$4.1B) via pre-arranged plan, creating a potential overhang on AMZN.
Palantir revenue +93%, EPS $0.41 vs $0.344 expected, raises guidance, stock +29%.