IPO Calendar

Why the hyperscalers’ spending spree and circular AI financing deserve scrutiny, why the AI boom may still have years to run, and where the best investment opportunities may lie. Every great...

Anthropic told investors at its third-quarter results briefing that revenue reached $16.8bn, up 46% from $11.5bn in the second quarter, and that it was profitable on an adjusted basis and cash-flow...

· Hardware: how agentic AI is shifting the bottlenecks · Data infrastructure: why the orchestration layer is accelerating · Applications: why the smallest layer could become the largest For most of...

And next week’s earnings season is where Wall Street starts checking whether the cash register can finally keep up with the construction crew.Takeaways The AI trade finally ran into the monetization...

Anthropic is preparing what could be the largest IPO in history, at a valuation of up to $2tn. A leaked draft of its prospectus reveals twelvefold revenue growth and an $8bn operating loss, and places...

What does Anthropic’s $2tn valuation assume about future growth?Will France’s Sovereign Debt Rating Drop Into “Junk” Territory?Based on the relationship between sovereign ratings and spreads over...

The hardware mix - what changed? Why networking is one of the biggest opportunities in AI Optics: three ways to win AI agents need far more networking than model training ever did. And more and more...

Anthropic’s leaked IPO prospectus, as reported by Reuters and the Financial Times, shows the company is growing faster than ever while committing to obligations that dwarf its earnings. To wit,...

The White House AI safety pact signed on Sept. 29 asks frontier labs to audit their own guardrails. Yet this year’s most revealing AI incidents played out beyond the lab. They hit wallets, payment...

Trump has eased one near-term risk for the AI tradeTakeaways Trump has eased one near-term risk for the AI trade. A lighter federal touch keeps the runway open for hyperscaler spending,...