Anthropic is committing to one of its largest infrastructure expansions as demand for its AI systems accelerates. The company says it has signed a new agreement with Google and Broadcom for multiple gigawatts of next-generation TPU capacity, with deployment expected to begin in 2027. The deal marks a significant scale-up in compute, aimed at supporting future versions of its Claude models and meeting rising enterprise demand. The investment comes as Anthropic continues to witness rapid growth in both revenue and customer adoption. “Our run-rate revenue has now surpassed $30 billion—up from approximately $9 billion at the end of 2025. When…
Author: Henry Kanapi
Henry Kanapi
Henry Kanapi is a journalist and editor covering the intersection of artificial intelligence, financial markets, and technology disruption. He has sourced, written, and edited thousands of stories on crypto, banking, and macroeconomics as Senior Editor at The Daily Hodl, where he helped shape coverage for an audience of over two million monthly readers. At CapitalAI Daily, Henry brings a decade of newsroom experience to fast-paced reporting on AI breakthroughs, market shifts, fraud cases, and regulatory battles. His focus is on accuracy, clarity, and exposing how money moves in the age of artificial intelligence. Henry’s work has been cited by leading financial outlets, investment firms, and research communities tracking the future of markets. He is committed to a high editorial standard rooted in transparency and trust.
A widely followed macroeconomist says Warren Buffett’s Berkshire Hathaway is flashing behavior that diverges from its historical norm. In a new post on X, macro guru Lyn Alden tells her 902,600 followers that while Berkshire’s $373 billion cash position sounds huge, absolute cash alone could be misleading. Alden notes that Berkshire is also an insurance company, which is why it needs high liquidity to manage payouts. But she also highlights that the conglomerate’s current cash level stands out more clearly when viewed relative to Berkshire’s overall value. “Since Berkshire is an insurer, it needs a lot of cash on hand,…
OpenAI chief executive Sam Altman says two emerging risk fronts may define the next phase of AI. In a new interview with Axios, Altman says the ChatGPT creator is keeping a close watch on cybersecurity and biology as domains where AI capabilities are advancing rapidly. According to Altman, improvements in AI models mean that bad actors will likely use the technology to mount a serious attack. “The main areas we currently track in our preparedness framework are cybersecurity and bio… I suspect in the next year, we will see significant threats that we have to mitigate from cyber, and these models…
Morgan Stanley chief investment officer Mike Wilson believes the equity market is close to carving a durable bottom. In a new episode of the Thoughts on the Market podcast, Mike Wilson says the current correction has already taken a significant toll beneath headline index levels, even as the S&P 500 hovers close to its highs. According to Wilson, most stocks are in bear territory, indicating that the correction is nearly over. “Beneath the surface, the damage has been even more significant, with over half of the stocks down at least 20% from their highs, and many down 30-40%. Resets of…
The chief executive of the largest bank in the US says he’s keeping a close eye on large risks that could potentially break the poor camel’s back. In his Annual Letter to shareholders, Jamie Dimon says AI and cyber risks are among the “tectonic plates” that he’s closely watching. According to Dimon, AI agents could make cyber risks far worse. “I have to mention this because it remains one of our biggest risks, and this is probably true for many other major industries and corporations. AI will almost surely make this risk worse.” On top of cyber threats, the JPMorgan…
Banking giant JPMorgan Chase is issuing a sell rating on Tesla (TSLA), expecting the stock to collapse amid concerns about market expectations and underlying performance. In a new post on X, Yahoo Finance executive editor Brian Sozzi reports that JPMorgan believes TSLA could fall by 60% from current levels. According to JPMorgan, expectations for Tesla’s core business have deteriorated across multiple time frames, even as analysts hike their TSLA price targets. “With expectations for Tesla performance having collapsed for all financial and performance metrics across all time periods through the end of the decade, the +50% rise in TSLA shares…
A Wall Street legend is warning that losses in the private credit market could impact other areas of the financial system. In a new episode of The Real Eisman Playbook, investor Steve Eisman cites data from The Wall Street Journal to show discrepancies between reported and estimated software exposure across several major private credit funds, raising concerns about how risk is being presented. According to Eisman, the industry appears to be massaging its software exposure to make it seem smaller. “The Journal looked at four private credit funds, four major private credit funds, and found the following. The Blue Owl Credit…
OpenAI president Greg Brockman is revealing why the AI giant suddenly shuttered its generative AI video platform Sora. In a new interview with Alex Kantrowitz, Brockman explains the key difference between ChatGPT and Sora, highlighting that OpenAI chose to allocate its resources to the former. “But the thing that’s important to realize is technologically that the Sora models, which are incredible models, by the way, are a different branch of the tech tree than the core reasoning GPT series. They’re just built in a very different way. And to some extent, we’re really saying that pursuing both branches is very…
A new study shows that artificial intelligence is boosting company performance, but not in the way most firms expect. The study, conducted by researchers from Harvard and INSEAD, finds that the primary barrier to AI-driven growth is not access to the technology itself, but the ability to identify where it actually creates value inside a business. Researchers studied 515 high-growth startups in a field experiment designed to test what happens when firms are given structured insight into how others deploy AI. The intervention focused on what the authors call the “mapping problem,” defined as the challenge of discovering where and…
Shark Tank star Mark Cuban says CEOs of public companies will face a new AI-driven pressure that could ultimately lead to lawsuits. In a new post on X, the billionaire says chief executives of public firms have to confront the “innovator’s AI dilemma,” as startups leverage artificial intelligence to outmaneuver incumbents. “Every entrepreneur that knows how to use AI is trying to find ways to build AI-native companies that completely displace incumbents. For the incumbents, it’s the “Innovator’s AI Dilemma.” If those startups get traction, and they can’t buy them, the CEOs will face multiple huge dilemmas: 1. Do they…