Wealth Engine
AI Compute Spending
-
IREN Anthropic Deal: Stock Jumps 9% on Unpriced Contract
The IREN Anthropic deal lifted IREN stock 9% overnight, but the multiyear AI cloud contract has no disclosed price, term or confirmation yet.
-
SpaceX Nvidia Chip Financing: $40B Led by Apollo
SpaceX Nvidia chip financing: $40B in talks led by Apollo, split into $10B of bank loans and $30B of investment-grade debt, closing in 2027.
-
AI Money This Week: Anthropic’s $518B Compute Bill
Anthropic disclosed $518B of committed compute bills this week as Broadcom arranged $102B in debt and loans. Plus OpenAI at $1.4T and AMD’s $8.2B…
-
Amazon Nvidia Chip Leaseback: $8B SPV, 15% Price Hike
Amazon’s Nvidia chip leaseback would move $8B of Grace Blackwell GPUs off its books, per the FT, days after AWS raised GPU rental prices…
-
Broadcom Anthropic Financing: $60B Debt, $42B Loan
Broadcom Anthropic financing: a $60B debt package plus an up-to-$42B convertible loan, as Anthropic’s IPO filing shows $518B of compute bills.
-
Akamai Anthropic Cloud Deal: $11.6B Buys a 5% Warrant
The Akamai Anthropic cloud deal commits $11.6 billion over seven years and hands Anthropic a warrant for 5% of Akamai. The terms, the capex,…
-
AI Inference Valuations Double in 90 Days: Baseten $26B, Modal $15B
AI inference valuations are repricing fast: Baseten in talks near $26B and Modal near $15B, both above 40x annualized revenue. Neither round has closed.
-
Lambda Anthropic Deal: $35 Billion Contract, $12 Billion Valuation
The Lambda Anthropic deal is worth $35 billion over six years – almost three times the neocloud’s own $12 billion pre-IPO valuation. Here’s the…
-
Nvidia MediaTek Deal: $3.5 Billion Buys 90% of a Record Bond
Nvidia MediaTek deal: Nvidia took $3.5B of MediaTek’s $3.9B zero-coupon convertible bond, 90% of Taiwan’s largest overseas CB, to lock in NVLink Fusion.
-
Anthropic Nscale Deal: $45 Billion for 460 Megawatts in West Virginia
The Anthropic Nscale deal commits $45 billion over six years for 460 megawatts at the Monarch campus in West Virginia, weeks before both firms…