In today's edition: The Federal Reserve's extended pause sends equities to 14-month highs, AI infrastructure spending hits a new record, and the quiet restructuring of Southeast Asia's economy.
Isabelle Thornton
Senior Markets Correspondent
While rivals race to monetize, Anthropic continues to bet that the companies that solve alignment will also win the market. The strategy is unconventional. It might be working.
Microsoft, Google, and Amazon have collectively committed over $150 billion to AI infrastructure this year alone — a bet that the current AI boom has decades of runway left.
When Meridian Capital lost 34% of its value in six weeks in 2024, most observers expected Sarah Chen to resign. Instead, she did something far more difficult.
From Vietnam's semiconductor push to Indonesia's battery supply chain, the region is executing a coordinated industrial policy that Western leaders are struggling to match.
The Berkeley-based startup claims a breakthrough in plasma containment that could cut fusion commercialization timelines by a decade.
A new wave of state-sponsored AI programs is quietly diverging from the open research ecosystem, creating sovereign models that will never be publicly released.
While rivals race to monetize, Anthropic continues to bet that the companies that solve alignment will also win the market
While rivals race to monetize, Anthropic continues to bet that the companies that solve alignment will also win the market. The strategy is unconventional. It might be working.
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