Anthropic released its small model Claude Haiku 5.5 on October 7 on its own platform and on Amazon Web Services, Google Cloud and Microsoft Azure. For requests of up to 100,000 tokens it costs $0.10 per million input tokens and $0.50 per million output…
Finance angle The finance angle is the price of AI computing for the companies that buy it. Anthropic puts the overall cost of running a workload about 75% below Haiku 4.5, and says the Sonnet change takes roughly 20% off a typical agent task. Software companies and IT services firms that build products on these models pay less…
Read the report at Anthropic ↗
SpaceX is looking to raise about $40 billion to pay for a large purchase of Nvidia artificial-intelligence chips, according to a Financial Times report relayed by EconoTimes. The plan is roughly $10 billion of bank loans and $30 billion of investment-grade…
Finance angle The finance angle: about $40 billion of new borrowing — $10 billion in loans and $30 billion in investment-grade debt — that flows almost entirely to Nvidia as chip revenue, with private-credit firms such as Apollo and Pimco earning the interest. SpaceX shareholders carry the debt; rental income from Anthropic and…
Read the report at EconoTimes ↗
The Finnish Supervisory Agency told Google's subsidiary Tuike Finland to stop work that alters the environment at its planned data centre sites in Muhos and Kajaani until the environmental impact assessments are finished, with October 23 as the latest date…
Finance angle The two sites are part of Google's 13 billion euro data centre investment in Finland, so the order puts a regulatory pause on a slice of Alphabet's AI and cloud building programme; the report gives no estimate of the delay or its cost. Those who wait with it are the contractors, electrical and cooling equipment…
Read the report at Helsinki Times ↗
Bloomberg reported that Waymo, Alphabet's self-driving unit, increased its first private debt deal to $5 billion. Pimco, Blackstone and Sixth Street Partners were among the lenders and Goldman Sachs arranged the loan, which was priced at 5.25 percentage…
Finance angle The finance angle is the change of funding source: $5 billion of debt at 5.25 points over the benchmark, after $16 billion of equity, means private-credit funds are now paying for a robotaxi fleet and the compute behind it. The interest falls on Waymo, not directly on Alphabet's own balance sheet, and the lenders…
Read the report at Investing.com ↗
At its investor day on October 6, chip designer Marvell Technology raised its revenue forecast for fiscal 2028 to about $20 billion, above the $18.2 billion analysts had pencilled in. It now projects $12 billion of custom-chip revenue in fiscal 2029, up from…
Finance angle The money comes from cloud companies designing their own AI processors instead of buying only Nvidia's: Marvell and Broadcom are the two main design partners, and data centres already bring in 72% of Marvell's sales. A Google arrangement of up to $120 billion through fiscal 2033 is conditional on performance…
Read the report at MarketScreener ↗
Google and Constellation announced a 20-year power purchase agreement covering 890 megawatts of additional nuclear capacity on the PJM grid. The capacity comes from uprating 11 reactor units Constellation already owns in Illinois, Pennsylvania and New…
Finance angle The money: Constellation puts more than $4.3 billion into the uprates, backed by a 20-year contracted buyer, and Google secures 3,590 MW in total across the two agreements; the price of the power was not disclosed. For Alphabet this is a long-dated operating cost taken on to run data centres; the release cites demand…
Read the report at Google Cloud Press Corner ↗
Alphabet reported revenue of $119.8 billion for the three months to June, up 24% from $96.4 billion a year earlier. Google Cloud revenue climbed 82% to $24.8 billion and its operating income more than tripled to $8.8 billion, with the cloud backlog at $514…
Finance angle Alphabet's capex guidance of up to $205 billion for 2026 is money paid largely to chip, server, networking and construction suppliers, and the $44.9 billion spent in one quarter was enough to turn free cash flow to negative $5.9 billion. On the earning side, Google Cloud's $24.8 billion of quarterly revenue and $514…
Read the report at The Next Web ↗
Stories are summarised in our own words from the linked reports; every one credits its publisher. Facts and exposure, never a tip: XDQ Labs is not registered with SEBI, the US SEC, FINRA or any European regulator. US and European share prices are not shown.