Massive AI Headlines: Anthropic $5B, OpenAI $750B Capex, AMD Deal, and More

A flurry of AI news in 24 hours: $IREN and Anthropic $2B deal, AMD co-selling with Anthropic, OpenAI raising 2030 capex to $750B, SpaceX seeking new Texas site for data center, SMCI doubling margin projections, US shifting college funding to AI, and $200M for nuclear energy for AI. Jensen Huang compares Kimi k3 freakout to DeepSeek, calling it gigabullish for AI infrastructure.

• Anthropic
• OpenAI
• Nvidia
• AI infrastructure
• investment