In the AI Investment Brief today: The funding quality is still a concern even as hyperscalers move into long‑dated, investment‑grade debt.
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Here’s the latest roundup of data signals across AI, energy & markets from Exponential View.
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Anthropic’s place in the queue. Anthropic paid $3.4 billion to take over a supplier’s two-year-old order for 1.7GW of gas generators – the largest known power-equipment purchase by an AI lab.
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VC in 2026 is about two giants. Take a16z out, and US fundraising looks much like 2025. Without SpaceX, this year’s exits are close to last year’s.
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Memory hoarders. Apple’s memory inventory grew 2.5x year on year, helping build protection against memory cost increases.
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Re-application slowdown. Workers let go of jobs in AI-exposed roles in 2025 took about a month longer than peers in other roles to get a new job.
Coming up: China’s chip bottleneck, AI & creativity, the ozone hole & paper mills.
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