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· Post-Market Alpha · by Buzzberg Research
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Data-center politics
1 video · 4mDan Ives says most planned data-center capacity, particularly in Texas, is already permitted or under construction, while conceding the peak capex growth rate may arrive around 2027; OpenAI CFO Sarah Friar says OpenAI will keep investing in
OpenAI CFO Sarah Friar says OpenAI will keep investing in data centers despite the election results
Friar cites rapid quarterly revenue growth and a doubling of enterprise business, and says OpenAI will address community concerns about power, water and noise through grid investment, local benefits and mitigation.
Anthropic IPO buyers now mark the valuation lower, at $1.2-1.3 trillion per Bloomberg News
Expected valuations have compressed from around $2 trillion in earlier discussions to roughly $1.2-1.3 trillion, while October run-rate revenue above $80 billion is cited as evidence growth remains rapid.
Moody's Mark Zandi says strong payrolls give the Fed latitude to raise rates in December
The October payrolls report came in stronger than expected with upward revisions, and markets priced a much higher chance of a December hike; Zandi sees the Fed inclined to tighten once more.
Wood Mackenzie data show only 302GW of reported data-center pipeline is actually committed
Duplicate grid connection requests inflate reported data-center power demand, so utility queues show a much larger pipeline than the capacity actually committed, with Texas a prominent example.
Amos Hochstein sees a better-than-even chance of renewed conflict with Iran
The former senior White House energy adviser says headlines about a possible Iran nuclear breakthrough may overstate the chance of de-escalation, and puts the odds of renewed military conflict above even, possibly within days to weeks.