WS #14180
Nvidia cuts OpenAI data center guarantee from $250B to under $120B, while 13F reveals $30B Intel and $21B SpaceX stakes; ~$70B in off-balance-sheet AI commitments worry credit markets. Anthropic projecting 2028 revenue of $190-200B, with IPO valuation based on two-year-ahead forecasts, signaling massive AI growth expectations. Apple preparing second-generation HomePod mini and updated Apple TV 4K for fall launch alongside redesigned Siri, first major hardware update in ~6 years.
Nvidia AI infrastructure commitment cut
Nvidia cuts OpenAI data center guarantee from $250B to under $120B, while 13F reveals $30B Intel and $21B SpaceX stakes; ~$70B in off-balance-sheet AI commitments worry credit markets.
Anthropic projecting 2028 revenue of $190-200B, with IPO valuation based on two-year-ahead forecasts, signaling massive AI growth expectations.
Apple preparing second-generation HomePod mini and updated Apple TV 4K for fall launch alongside redesigned Siri, first major hardware update in ~6 years.