WS #14151
Nvidia in talks to invest $3B in SB Energy for OpenAI data center, with credit support reduced to <$120B, while bond traders worry about $70B shadow credit backstops for AI companies. Anthropic's Q2 revenue jumps to $11.5B, up 14-fold YoY, signaling strong AI demand and potential IPO.
AI Infrastructure Financing and Nvidia Investment
Nvidia in talks to invest $3B in SB Energy for OpenAI data center, with credit support reduced to <$120B, while bond traders worry about $70B shadow credit backstops for AI companies.
Anthropic's Q2 revenue jumps to $11.5B, up 14-fold YoY, signaling strong AI demand and potential IPO.