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The Marked Chart Wire · Tech and AI
HotAnthropic
Anthropic disclosed that future infrastructure lease obligations jumped to $321 billion by June 30, up from $50 billion at the end of 2025. The company stated it may require additional capital sooner than anticipated, while noting that no investment-grade credit rating has been assigned yet.
Part of a series: Anthropic financing plans and IPO filing take shape
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Anthropic
Anthropic is said to be establishing a founder limited liability company, according to recent reports.
AI Storage
Seagate's high-capacity drives are now the only SMR models supported by Broadcom's interface hardware. Microsoft Azure has also finished testing the setup for large-scale data center operations.
Anthropic
The AI company reported first-half 2026 revenue of $16.3 billion, a sharp increase from $1.1 billion in the same period last year. The firm noted significant spending on compute resources alongside the growth.
AI Infrastructure
Vertiv introduced SmartIT, a factory-validated platform integrating power, cooling, and monitoring for high-density AI data centers. The system supports specific Nvidia architectures and is available globally to simplify installation.
OpenAI
OpenAI announced its models proved the Kakeya conjecture, disproved the Exponential Time Hypothesis, and established existence proofs for quantum field theories. Independent experts are currently reviewing the results, while OpenAI committed $5 million to the Simons Foundation.
AI Financing
The bank predicts higher yields on asset-backed securities as lenders scrutinize collateral risks. It anticipates wider spreads and shorter terms for deals involving GPU loans and data center projects.
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