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Anthropicdata centersMSFTartificial intelligence
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Related tickers and likely impact
MSFT
• NeutralMicrosoft
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Systems Software |
| Market cap | $4.0T |
| Close on 10/19/2026 | 533.52 |
| Change that session | +0.84% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
Related news
- Trump's FTC Subpoenas OpenAI and Anthropic. Inside the $500 Billion Threat Faced by Microsoft, Amazon, and Google
The U.S. Federal Trade Commission sent civil subpoenas to OpenAI and Anthropic on Oct. 15 as part of a consumer-protection probe, according to Axios. The demands seek documents on security incidents, safeguarding practices, marketing materials and privacy policies, and the FTC reportedly plans to have top AI executives testify. The combined stakes held by Microsoft, Amazon and Alphabet in the two labs total about $554 billion at recent valuations. The article argues the bigger financial risk lies in how the investigation could affect the price the labs fetch when they go public.
- Anthropic in talks for second multibillion-dollar Nscale deal - CNBC
Anthropic is in talks with U.K.-based Nscale for a second multibillion-dollar deal to lease computing capacity at a U.S. site, according to CNBC, citing a person familiar with the matter. The agreement would reportedly cover a second 460-megawatt data center at the West Virginia site of an initial deal announced in August, and could be worth about $45 billion. Competitors CoreWeave and Nebius saw their shares fall 28% and 27%, respectively, over the past month. The Telegraph reported that Microsoft pulled out of a deal to anchor an Nscale data center outside London due to power grid connection delays, and Nscale, which filed to go public on the NYSE in September, is reportedly delaying those plans amid valuation concerns in the sector.
- Anthropic Will Be The Last AI IPO Of 2026, As Industry Collapses
Business Insider founder Henry Blodget noted Anthropic’s month-over-month revenue growth flattened last month, while the article says AI funding is tightening: CoreWeave (NASDAQ: CRWV) is paying up to 13% on new debt, SoftBank has debt problems, and as many as 1,000 communities are trying to block AI data centers. Borrowing for data centers could reach $1 trillion a year through 2030, and shares in AI data center company Elice fell 33% on its IPO launch, the worst opening day for a sizable Korean IPO according to Bloomberg data. The article says Anthropic could be valued at around $2 trillion on IPO day, but under GAAP it is not profitable despite management’s claims, and a trust controlling the board has incomplete disclosures. It concludes Anthropic may list, possibly below $2 trillion, while no other AI firm is likely to IPO this year.
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Shares of AI infrastructure companies rebounded after a steep selloff driven by financing concerns, with TeraWulf up 6% to $12.42, Applied Digital up 8% to $19.54 and IREN up 5% to 28.41. The CoinShares Bitcoin Mining and Digital Power ETF (WGMI), which held these stocks, rose 6% while the SPDR S&P 500 ETF Trust gained 0.46%. TeraWulf, shifting from Bitcoin mining to AI leasing, generated over 70% of its Q2 2026 revenue from high-performance computing leases, and its largest contract is a 20-year lease with Anthropic for 401 megawatts worth $19 billion. The company doubled the power commitment for its Muskie campus in Kentucky under an expanded agreement with Kentucky Power, but its tenant search there is unresolved. The article cautions that the rebound may fade, since TeraWulf's Justified and Muskie campuses are not due to deliver capacity until the second half of 2027 or later.
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Akamai Technologies reported growing adoption of its Cloud Computing services by software, digital media and technology customers, who use its CPU, GPU and storage for AI training, low-latency inference, application hosting and disaster recovery across Asia-Pacific, Japan and EMEA. Early traction came from NVIDIA RTX PRO 6000 Blackwell Server Edition GPU instances, as clients move AI-heavy, microservices and media workloads from legacy cloud providers to manage performance and infrastructure costs. The article links this to Akamai's multiyear CIS pipeline, including an Anthropic infrastructure build-out and planned CapEx of US$5.5b, while noting risks such as concentrated CIS customers, capital intensity and cash margins. Analyst forecasts cited expect revenue of US$7.2b and earnings of US$738.3m by 2029, while the most cautious models show about US$6.0b and US$433.0m.
- Update: Market Chatter: Microsoft Pulls Out of UK Data Center Deal With Nscale
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