Anthropic Files for an IPO Before Showing Its S-1
Anthropic's confidential filing turns a $65 billion AI round into a public-market test without giving investors the filing yet.
Business
AI Data Centers Push Their Debt Into Bond Portfolios
AI capex is no longer just an equity story; bondholders are buying the same power, lease, and refinancing risks.
Cerebras Sells Investors a Backlog Bigger Than Its Business
Cerebras has an IPO story only if the backlog, customer concentration and blocked filing access stay in the same paragraph.
IBM and Commerce Back a Quantum Wafer Foundry
IBM's quantum plan gets its manufacturing receipt in Albany: a proposed CHIPS award, IBM cash and 300mm wafer processes.
SoftBank Pitches Five Gigawatts of French AI Data Centers
SoftBank's France pitch is an AI-sovereignty story measured in power, sites, modules and financing risk.
Blockchain.com Files for an IPO as Crypto Listings Cool
Blockchain.com is filing into a colder crypto listing market, where weak public names complicate the window.
Crypto IPOs Cool After Weak Listed Companies
The crypto IPO window is no longer just open-or-shut; recent listed-company weakness is changing who wants to go public.
Cerebras S-1 Fetch Gap Keeps the Backlog Caveated
Cerebras may have a huge backlog story, but the paper still lacks fetchable SEC access, so the brief must stay caveated.