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Southern Company's Georgia Power and Google announced an agreement to support nuclear power uprates to secure clean power for data centers.
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Signs Of Market Character Shift Please click here for an enlarged chart of SPDR S&P 500 ETF Trust (NYSE:SPY) which represents the benchmark stock market index S&P 500 (SPX). Note the following: The
Anthropic plans to spend over $518 billion on cloud and computing infrastructure over the next decade as it prepares for an IPO with a $2 trillion valuation target. While the company's revenue grew 12-fold to $4.6 billion in 2025 with an annualized run rate of $65 billion by July 2026, about 80% of the spending is non-cancellable and the company faces significant customer concentration risk, with nearly a quarter of revenue from just two customers and limited long-term contracts.
Alphabet will pay SpaceX $920 million monthly for compute capacity in a deal potentially worth $29 billion over 32 months. However, the article warns investors that SpaceX's AI revenue lacks durability due to 90-day termination clauses, Alphabet's temporary 'bridging strategy' while building internal capacity, and the risk that current high pricing ($30-50 per watt) won't sustain once supply constraints ease. SpaceX must prove competitive advantages in a less constrained market.