A draft prospectus seen by the Wall Street Journal puts numbers on what Anthropic has promised Google, Amazon and Microsoft. Their backlogs are large enough to hold every dollar, and none of the three says whose it is. SpaceX's quarter, Musk's compute shortage, Super Micro's $4 billion and a chip index two days out of an eight-session route, all before the open.
Microsoft is assigned the cost of power infrastructure for its load. Investors still need to understand how NiSource will finance, deliver and recover its investment.