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Power, cooling, and data-center capacity are becoming major constraints for AI companies rather than mere supporting infrastructure. The article identifies these physical systems as a central driver of AI leaders' capital spending.
Goldman Sachs Asset Management’s Lindsay Rosner assesses how AI-related borrowing could affect demand for long-term US Treasuries. She also expects limited clarity from upcoming FOMC minutes about the Federal Reserve’s reaction function.
Milan-based AI company Domyn raised roughly $1.1 billion, making it one of the largest financings ever announced by a European AI company. About 90% of the financing is debt and only around 10% is equity, making the capital structure the central story.
Eagle Point Credit Management is providing about $1.3 billion to help build a large Texas data center that will house Anthropic. The loan is part of a much larger financing package supporting the infrastructure behind the AI boom.
FinSkillBench is a new benchmark for testing AI agents on portfolio construction, risk management, and fundamental analysis. Across nine models, curated procedural skills raised mean performance from 0.366 to 0.528, while self-generated skills delivered little benefit.
Eagle Point Credit Management is providing roughly $1.3 billion in private credit for a large Texas data center tied to Anthropic. The financing gives the investment firm a significant role in a major AI infrastructure project.
Nebius Group is seeking to raise $4.5 billion through convertible bonds. The company plans to use the capital as it builds data centers to meet demand for artificial intelligence services.
Mitsubishi UFJ Bank is using generative AI to review and standardize overseas-business processes traditionally dependent on experienced employees. The bank had to address hallucinations and inconsistent answers while teaching the AI its operational knowledge.
Shuto Expressway struggled to expand generative AI adoption because employees were unsure what to use it for and the organization prioritized safety. By using Google Gemini and Gemini Notebook as a practical starting point, the company reportedly increased the number of users tenfold, including among senior employees.
Alibaba’s profit plunged after it raised quarterly capital expenditure for AI to nearly $10 billion. The report also examines Meta’s growing role as a Microsoft AI customer and Castelion’s plans to scale hypersonic missile production.