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@exec_sum
The dankest daily newsletter with 350K+ readers covering all things Wall Street & Silicon Valley // Trade on Polymarket: http://poly.market/ExecSumX
Technology
Apple called demand “nothing short of extraordinary,” with delivery pushed into late January 2027.
AI
Yahoo Finance, citing a prospectus seen by Reuters, reports that Anthropic plans $518 billion in cloud, computing and infrastructure obligations in the coming years.
Technology
Anthropic says its new mid-tier model generates output more than 30% faster than Sonnet 5 and costs up to 30% less per task in its tests, despite unchanged per-token prices.
Technology
Exec Sum says Alphabet’s data center lease guarantees rose from $16.9 billion to $43.8 billion in six months, with less than 2% recorded as a balance-sheet liability.
