Tag: AI capital expenditure

AI Industry • October 27, 2026

Anthropic’s IPO Filing Reveals the Staggering Economics of the AI Boom

Anthropic generated $16.3 billion in revenue during the first six months of 2026. Over the same period, the company behind Claude reported a net loss of $80.7 billion. And behind those extraordinary figures lies another uncomfortable detail: a relatively small number of customers still account for a meaningful share of its business. Those numbers appeared […]

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AI Industry • July 31, 2026

When AI Starts Financing AI, Should Investors Get Nervous?

Nvidia already sells the chips powering the artificial intelligence boom. Now, it may also help provide the financial scaffolding needed for one of its biggest customers to keep buying them. That possibility moved circular AI financing from an obscure concern into a serious Wall Street debate. Nvidia is reportedly discussing guarantees connected to a vast […]

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