WS #14121
Anthropic Q2 revenue tops $11.5B (14x YoY) targeting $2T IPO; Nvidia cuts OpenAI Ohio guarantee to <$120B; OpenAI enterprise ARR $40B; Nvidia discloses $50B equity stakes in SpaceX and Intel. US presses Apple to avoid Chinese memory chips; Apple develops own AI for China with Alibaba; iPhone 18 base model delayed to 2027. Super Micro's $60B order book reignites AI trade; Dell shifts to 3nm chiplets; SanDisk rally echoes storage upcycle. Berkshire Hathaway increased Alphabet stake by 83% to $37.8B, making GOOGL its third-largest holding.
AI infrastructure and funding
Anthropic Q2 revenue tops $11.5B (14x YoY) targeting $2T IPO; Nvidia cuts OpenAI Ohio guarantee to <$120B; OpenAI enterprise ARR $40B; Nvidia discloses $50B equity stakes in SpaceX and Intel.
US presses Apple to avoid Chinese memory chips; Apple develops own AI for China with Alibaba; iPhone 18 base model delayed to 2027.
Super Micro's $60B order book reignites AI trade; Dell shifts to 3nm chiplets; SanDisk rally echoes storage upcycle.
Berkshire Hathaway increased Alphabet stake by 83% to $37.8B, making GOOGL its third-largest holding.