WS #14255
Nvidia discloses $21B SpaceX stake and backs $100B OpenAI Ohio data center, while Anthropic projects $200B 2028 revenue ahead of IPO, reinforcing AI capex but raising circular-financing worries. Reports that the Trump administration is urging Apple not to buy Chinese memory chips drive Micron and other memory stocks higher, with Micron surging above $1,000.
AI infrastructure financing and circularity concerns
Nvidia discloses $21B SpaceX stake and backs $100B OpenAI Ohio data center, while Anthropic projects $200B 2028 revenue ahead of IPO, reinforcing AI capex but raising circular-financing worries.
Reports that the Trump administration is urging Apple not to buy Chinese memory chips drive Micron and other memory stocks higher, with Micron surging above $1,000.