Pulse

Applied Digital has secured a significant lease agreement valued at $5.2 billion with an unnamed U.S. hyperscaler for AI data center services. This deal is expected to substantially boost Applied Digital's revenue over the next decade. The agreement highlights the growing demand for specialized infrastructure to support advanced artificial intelligence workloads. AI

The UK government has announced a significant investment of £1.1 billion to bolster its AI infrastructure. This substantial funding aims to accelerate AI development and adoption across the nation. The initiative is seen as a strategic move to enhance the UK's AI capabilities and promote technological sovereignty within Europe. AI

A financial model predicts Anthropic will achieve a market capitalization of approximately $1.05 trillion post-IPO, with a median valuation of $965 billion based on its recent Series H funding round. This valuation is supported by mutual funds acting as lead investors, who typically invest at private-market prices to secure IPO entry. The forecast also anticipates significant revenue growth for Anthropic's Claude Code product, projecting an increase from $500 million to $20 billion ARR by May 2027. AI

The Trump administration is reportedly in discussions with OpenAI about taking an equity stake in the AI company. This potential deal, which has been ongoing since early 2025, could involve OpenAI voluntarily offering a portion of its equity to the U.S. government. The aim is to establish a "Public Wealth Fund" that would distribute AI-driven economic growth benefits directly to American citizens. While terms are not finalized, the talks also touch upon AI regulation and follow a similar government stake in Intel. AI