WS #14279
The dominant Middle East escalation narrative and AI infrastructure trade remain unchanged, with no counter-signals or de-escalation emerging. Key developments from the previous cycle (US-Iran truce expiry, Hormuz tensions, AI capex strength) are still valid but lack fresh data points. This window carries 6 key development(s), 3 at significance:high: Trump threatens to bomb Oman over Hormuz as US-Iran truce expires; Brent tops $91; Anthropic revenue run rate surpasses $65B, Q2 revenue $11.5B (14x YoY), driving AI chip rally; Nvidia confirms $105B guarantee for OpenAI Ohio data center and $1.5B SB Energy investment. A further 3 development(s) sit below significance:high.
Topics
Key developments
- Trump threatens to bomb Oman over Hormuz as US-Iran truce expires; Brent tops $91
- Anthropic revenue run rate surpasses $65B, Q2 revenue $11.5B (14x YoY), driving AI chip rally
- Nvidia confirms $105B guarantee for OpenAI Ohio data center and $1.5B SB Energy investment
- US and Canada discuss reducing auto tariffs from 25% to 15%
- Microsoft internally rationing AI tokens for GitHub Copilot
- Fabrinet Q4 EPS $4.10 beats, revenue $1.316B beats, Q1 guidance above estimates