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Stories from revenue come first, newest first, then stories from connected topics (IPO, Anthropic, AI Funding & Deals, Hub: AI Funding, Finance, AI infrastructure), each labelled with where it comes from. This view is not indexed by search engines.

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SpaceX Says $40bn GPU Deal Is a Binding Lease Due to Close by Year-End

SpaceX says its $40bn GPU financing is a binding commitment to an Apollo-managed lease that is expected to close before year-end, a day after Elon Musk said the debt had closed.

Apollo’s Torsten Slok Says AI Has Shown No Payoff Outside Big Tech

Apollo chief economist Torsten Slok says AI has delivered "zero financial payoff" to the S&P 493, with revenue per worker and margins flat outside tech.

Evernorth Signs Cantor Facility to Sell Up to $80.7m of New Shares

Evernorth, the Nasdaq-listed XRP treasury company, can sell up to 5,218,935 new shares to Cantor at 97% of VWAP once the SEC clears a resale filing.

Elvis Song Owners Sue Anthropic, Alleging Claude Trained on 274 Songs

Elvis Presley's song owners allege Anthropic copied lyrics to 274 compositions to train Claude, and seek $41.1m in statutory infringement damages.

Anthropic Makes Unified Claude Chat and Cowork Live for Enterprise

Anthropic's unified chat and Cowork is now live for Claude Enterprise, with agent work in isolated cloud VMs and default-on rollout from 16 November.

What Are AI Agent Swarms? How Teams of AI Agents Split Up the Work

Agent swarms split a job between several AI agents with set roles. How they work, where they help in research and science, and where they fail or cost more

TCEQ Shuts STEERS Permit Portal to Screen Data-Centre Applications

Texas's environmental regulator has shut its STEERS automatic-permit portal so staff can check whether applications are linked to data centres.

Jassy Says AWS Capacity Is Sold Out for 2026 Despite $220bn Spend

Amazon's Andy Jassy told an a16z podcast that AWS capacity for 2026 is sold out, 2027 largely sold out and a good chunk of 2028 already committed.

Bristol Myers Squibb Leads Pathos AI’s $237m Series E at ~$3bn

Bristol Myers Squibb has led a $237m Series E in Pathos AI at about $3bn, tied to a neurology data and AI collaboration starting with Alzheimer's.

Claude Gets a Second Google Cloud Option, Run by Anthropic Itself

Google Cloud customers can now run Claude on a version operated by Anthropic, with new features on day one, but Anthropic, not Google, processes the data.

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