WS #14295
Nvidia provides up to $105B guarantee for OpenAI's Ohio data center, signaling massive AI infrastructure investment and potential circular financing concerns. Anthropic's annual revenue run rate tops $65B, up from $9B at end of 2025, signaling explosive AI demand and potential IPO valuation of $190-200B by 2028.
AI infrastructure boom and Nvidia-OpenAI data center deal
Nvidia provides up to $105B guarantee for OpenAI's Ohio data center, signaling massive AI infrastructure investment and potential circular financing concerns.
Anthropic's annual revenue run rate tops $65B, up from $9B at end of 2025, signaling explosive AI demand and potential IPO valuation of $190-200B by 2028.