In IPO news… Vantage Data Centers is exploring going public at an enormous $100B valuation.
If you’re not familiar, $Oracle(ORCL.US) is their anchor tenant for Stargate (OpenAI end user), and Vantage develops/operates hyperscaler DCs.Anthropic IPO is also expected, with investors expecting $2T valuation, eclipsing $SpaceX(SPCX.US) per FT.Yeah… idk about Anthropic valuations. Jim Cramer defending that valuation is never a good sign. On a side note, Opus 5 is probably the worst consumer LLM I’ve used to date, it’s like a 5 IQ LLM operating off terrible data retrieval. With a Fable-like God complex on top.Enterprise is probably having a better time though. Unitree IPO is also expected this month and priced it at a $9B valuation. Which is a positive tailwind for Unitree for the humanoid sectors. Not really an AI name but SHEIN is going public as soon as the 19th this month.Go ask any girl you know and they’re probably familiar with this platform.
Anthropic (ANTH)
Anthropic is an AI research firm, focusing on enhancing the safety and functionality of AI systems. The company's expertise extends across various domains, incl...
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News
- The Register · 49 minutes ago
Mythos has made 2026 patching hell. It might make 2027 a breeze
- benzinga_article · 1 hour ago
OpenAI Eyes Fresh Funding at $1.2 Trillion Valuation as Sam Altman Rules Out 2026 IPO: Report
- Businesstimes News · 1 hour ago
Anthropic to open Singapore office in October, sees it as âstandout marketâ for Claude
- Tip Ranks · 2 hours ago
OpenAI Eyes $1.2T Valuation in Potential Pre-IPO Funding Round
- Businesstimes News · 5 hours ago
Metaâs Zuckerberg weighs in on AI safety; favours evaluators over slowdown
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US Jul CPI due at 20:30 tonight; BYD Qin Max Flash-Charge goes on sale tomorrow | Daily News Recap
0812 | Dolphin Research Watchlist: 🐬 Macro/Industry 1) At 8:30 a.m. ET on Wed (8:30 p.m. Beijing), the U.S. Bureau of Labor Statistics will release Jul CPI. The print lands just weeks before the Sep FOMC.
Consensus looks for headline CPI at +3.4% YoY and core at +2.5% YoY. A hotter print would raise the odds of a Sep hike, pressuring U.S. equities, gold, and USTs.🐬 Single stocks. 1) $BYD COMPANY(01211.HK): the Qin Max fast-charging sedan is slated to launch on Aug 13...Today’s Key News Recap - H
📢 𝗝𝗨𝗦𝗧 𝗜𝗡: Anthropic, Macquarie, and GIC Launch Theseus Infrastructure for AI Data Centers
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗔𝗻𝘁𝗵𝗿𝗼𝗽𝗶𝗰, 𝗠𝗮𝗰𝗾𝘂𝗮𝗿𝗶𝗲, and 𝗚𝗜𝗖 launched 𝗧𝗵𝗲𝘀𝗲𝘂𝘀 𝗜𝗻𝗳𝗿𝗮𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲.➤ Platform will develop, operate, and lease AI data centers to 𝗔𝗻𝘁𝗵𝗿𝗼𝗽𝗶𝗰.➤ Initial focus is developing new 𝗨.𝗦. data center sites.➤ 𝗔𝗻𝘁𝗵𝗿𝗼𝗽𝗶𝗰 will serve as the 𝗮𝗻𝗰𝗵𝗼𝗿 𝘁𝗲𝗻𝗮𝗻𝘁 under long-term leases.➤ 𝗠𝗮𝗰𝗾𝘂𝗮𝗿𝗶𝗲 and 𝗚𝗜𝗖 will own the platform and fund most project equity.➤ Facilities will be purpose-built for 𝗔𝗻𝘁𝗵𝗿𝗼𝗽𝗶𝗰'𝘀 AI compute capacity.➤ Projects are expected to require 𝘀𝗶𝗴𝗻𝗶𝗳𝗶𝗰𝗮𝗻𝘁 capital investment.➤ Developments are expected to create 𝘁𝗵𝗼𝘂𝘀𝗮𝗻𝗱𝘀 of construction and permanent jobs.➤ Anthropic will cover electricity price increases for consumers linked to the new sites.👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:➤ Secures dedicated AI infrastructure to support Anthropic's long-term compute growth.➤ Highlights rising institutional investment in AI data center infrastructure.➤ Reinforces growing demand for purpose-built AI facilities and long-term capacity.➤ Consumer electricity cost commitment may ease concerns over AI power demand.