2026-11-04 08:00:00
US AI capacity grows from 38gw today to an 81gw ceiling in 2027. Because 40% of compute serves inference & new Blackwell & Rubin racks lift blended monetization from $9.4b to $15.1b per inference gigawatt, theoretical US inference revenue rises 3.4x from $0.14t to $0.49t.
2026-11-03 08:00:00
Anthropic's Form S-1/A rolls financials through Q3 2026 ($17.0b revenue, +$8.6b operating cash flow) & reveals that $5.0b of short-term burst compute at $7 to $13 per GPU-hour lifted blended GPU-hour costs 82% in two quarters, flipping Q2's $974m operating profit into a $567m Q3 loss & driving $895.4b of long-term obligations.
