The 10-year yield closes at a 24-year high despite softer inflation. AI borrowing adds to the pressure
Treasury's own data puts the 10-year above its 2007 peak. A Macquarie strategist says bond issuance matters more this year than inflation.
Anthropic's $518 billion AI buildout: about 80% is reportedly locked in, even if the capacity goes unused
Anthropic must pay Google the difference if its compute spending falls short, Reuters reported, citing the IPO prospectus. Who else is locked in, and which deals can Anthropic cancel?
New Jersey fines DataOne $1.07 million over unpermitted generators at Nebius (NBIS) site serving Microsoft
New Jersey fined DataOne $1.07 million for running 62 gas generators without air permits at the Vineland data center that DataOne is building for Nebius. DataOne has 45 days to apply for permits.
Microsoft (MSFT) brings coding and agents into one Copilot app, with usage-based charges
Microsoft is rebuilding Copilot around Home, Code, and Autopilot, and will bill the heavier agent work by usage. CNBC reported that the move is meant to help Microsoft compete in business AI, where Anthropic has been gaining traction.
Anthropic and OpenAI both launched cheaper AI models on the same day. The frontier race is now a price war.
Anthropic and OpenAI both released cheaper AI models on Tuesday. Claude Opus 5.5 costs 20% less than the model it replaces, and OpenAI's new GPT-6 Sol and Luna are about half the price of their predecessors.
What the EU's new data-center energy and water disclosure rules mean for AI stocks
The European Commission proposed energy and water labels for Europe's data centers, covering any facility at 500 kW or more. The rules do not cap energy or water use. Here is what they require, why the EU is acting, and what they mean for AI stocks with the biggest European footprints.
What is an AI kill switch? Shutting down modern AI means finding thousands of off switches, not one.
An AI kill switch is meant to shut down a dangerous AI model in an emergency. The catch is that modern AI runs across thousands of machines, so there is no single thing to turn off.
Nvidia-backed Nscale (NSCL) files for a NYSE IPO with $103.4 billion in signed contracts. Almost all of the compute behind them still has to be built and financed.
Nscale filed to list on the NYSE under ticker NSCL, reporting $103.4 billion in contract value as of Aug. 31. Anthropic and Microsoft are about 85% of it, but only about 25,000 of Nscale's 461,000 contracted GPUs were running.
Microsoft's $678 billion and Amazon's $496 billion: why AI backlog figures aren't directly comparable
Five companies report their contract books three different ways, and the labels are not interchangeable. What RPO, revenue backlog and performance obligations each mean.
Nvidia (NVDA) CEO Jensen Huang calls new antitrust laws for an AI slowdown "completely unnecessary"
Jensen Huang told Jim Cramer that new antitrust laws for an AI slowdown are "completely unnecessary." Altman, Musk, and Nadella endorsed pacing. Huang's disagreement is narrower: he says each company should decide for itself when a product is not ready.
Anthropic's CEO asked the industry to slow down. The company's reported $100 billion IPO is now aimed at mid-November
Dario Amodei published a call to slow the AI race on September 12. Within 48 hours Reuters reported Anthropic had picked Nasdaq, Nvidia was weighing a $10 billion anchor order, and the company told shareholders it would post a second straight adjusted operating profit. Sam Altman cited the same safety moment as his reason not to list.
The circular AI trade, mapped: Nvidia (NVDA) hardware is named in only one of Anthropic's four money loops
The circular trade everyone describes runs through Microsoft: up to $15 billion in, $30 billion of Azure out, Nvidia hardware named. Anthropic's three larger loops run on Trainium, TPUs and AMD, and only Amazon's discloses the money going back.
India's AI data center capacity goes from 275 MW to 6,546 MW by 2030. The best plays trade in Mumbai.
India's data centers are headed for about 3% of national electricity by 2030, and the long contracts they sign are what make battery-backed solar projects financeable. The US-listed ways to play it are thin, and the most obvious one is being taken private.
Three AI CEOs asked for a slowdown. Chipmakers sold off worldwide, and cybersecurity stocks went up.
Dario Amodei asked AI labs to slow the pace of capability development, and Sam Altman and Elon Musk agreed. The selloff that followed hit the AI supply chain and bid up the companies that sell defenses against it.
Satya Nadella backs pacing AI, and Microsoft (MSFT) will publish an AI code of conduct Monday
Microsoft's CEO said he welcomes "deliberate pacing" and "embedded evaluators," the terms from Dario Amodei's Saturday essay, without naming Anthropic. A code of conduct for Microsoft's MAI models goes out Monday for public consultation.
Anthropic's compute contracts could reach $517 billion. Most are not public.
The Information estimates Anthropic cloud, chip and data center agreements at as much as $517 billion over the coming decade, covering at least 14.8 gigawatts agreed since October. Anthropic has confirmed four of the deals and none of the aggregate figures.
Anthropic CEO Dario Amodei floated AI compute limits. Then he called them gameable.
Two sentences in Dario Amodei's pacing essay raise limiting training compute. He hedges them in the same paragraph, and sets no number, threshold, or date.
Sam Altman says no OpenAI IPO in 2026. A derivatives market already prices the company at $1.6 trillion.
OpenAI CEO Sam Altman told Fortune that going public now would be ill-advised given AI safety concerns, and ruled out 2026. A cash-settled contract on the Liquid platform implies a $1.60 trillion valuation, close to double the $852 billion funding round.
Nvidia (NVDA) in talks to anchor Anthropic's $100 billion IPO with up to $10 billion
Reuters reports Nvidia is considering up to $10 billion as an anchor investor in Anthropic's IPO, which is seeking as much as $100 billion at a valuation near $2 trillion. Neither company confirmed it.
OpenAI may pause new Pro signups as GPT-6 Astra demand surges
OpenAI may stop selling new Pro subscriptions if demand for GPT-6 Astra keeps climbing, according to Thibault Sottiaux, who leads Codex at the company. He wrote on X early Wednesday that demand is unprecedented. It follows a rollout in which paying users waited days for the model.
Microsoft (MSFT) wants developers to run AI models on their own PCs instead of paying for cloud tokens
Project Zenith is a preconfigured Windows 11 experience for PCs with 64 GB of unified memory, arriving first on AMD's Ryzen AI Halo. Microsoft says it helps reduce reliance on metered cloud tokens. Independent tests of the same chip show what runs fast and what doesn't.
OpenAI says its AI agents log 3.1 hours of runtime for every hour its researchers work
OpenAI's Sunday post puts numbers on AI building AI: 3.1 agent runtime hours per human hour, agent usage worth $600 to $7,000 a day per researcher at API prices, and a target of an automated AI researcher by March 2028. All self-measured, and OpenAI calls them preliminary.
Arm (ARM) and Microsoft (MSFT) back Gimlet's $300 million bet on cheaper AI
Gimlet Labs closed a $300 million Series B led by Andreessen Horowitz, with Arm and Microsoft's M12 as new investors, at a $3 billion valuation. It says it has added billions in contracted revenue since March; its last disclosed revenue was $10 million a year.
OpenAI's GPT-6 Astra beats Claude Fable 5.1 at 39% lower cost per correct task in Signal65 test
The first two scorecards from outside OpenAI put GPT-6 Astra ahead of Anthropic's Claude Fable 5.1 on web coding and on multi-step business jobs. Both tests are two days old and come with fine print.