Daily Alpha · YouTube
· Post-Market Alpha · by Buzzberg Research
Who was talking 29 videos · 8 channels
SemiAnalysis raises its 2027 AI data-center capacity view to roughly 50 GW
The data-center team argues 2027 capacity is likely to accelerate toward roughly 50 GW, well above the ~25 GW consensus and its prior 43 GW estimate, based on building-level construction tracking, leasing signals and supplier indicators.
WSJ: Anthropic's draft S-1 shows an $80 billion loss this year
Bloomberg discussed a WSJ report that Anthropic's draft prospectus discloses a very large first-half net loss, driven mainly by accounting charges, alongside ambitious plans for future compute purchases.
Airlines for America's Chris Sununu says carriers are eating most of the jet-fuel cost increase
Sununu argues jet-fuel inflation is the main force behind higher US holiday airfares, with airlines passing only part of the increase to travelers, and Europe more exposed because it relies on imported refined products.
Impactive's Lauren Taylor Wolfe says the AI investment case is still unproven
Taylor Wolfe separates strong consumer utility from the uncertain investor-return case, pointing to enormous hyperscaler capex, rising neocloud borrowing needs, and compute costs increasing while willingness to pay for tokens may be under pressure.
PIMCO's Dan Ivascyn sees AI infrastructure as a sizable but complex credit opportunity
Ivascyn relates mortgage-credit lessons from the financial crisis to AI infrastructure financing, arguing that timing, liquidity and position sizing matter as much as the thesis.