The true design of the deal: a special-purpose vehicle that buys chips designed by Google and Broadcom and leases them to Anthropic - AI debt is structured as in-house GPU leasing.
1 h ago 7 8
The giant raises its 2026 capex guidance to ~$205B as its free cash flow turns negative: the bill for the AI era arrives at Alphabet's counter.
1 h ago 8 8
SK Hynix's Nasdaq ADR debut raised $26.5bn - the largest foreign share sale ever on a US exchange - and jumped 13% on day one. The signal isn't Korean pride: it's that HBM is now the single most expensive input into AI compute, and the US market wants direct exposure.
Jul 11, 2026 at 11:41 4 8
