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@pequityresearch
Research 📃 & News 🗞️ | Semis & Tech | Research & Expert Calls: http://pequityresearch.substack.com | China Tech: http://pequityresearchchina.substack.com
AI
Business Insider reports some AWS sites lack enough available power to run racks; Amazon calls nearby staging best business practice.
AI
A user says Anthropic's Q3 revenue was almost four times its revenue for all of 2025.
Technology
Reuters reports the deal, disclosed in Anthropic’s IPO filing, deepens ties spanning compute supply, equipment leasing and financing.
World & Business
A post says the order is for cloud company Vultr and pairs AMD AI racks with HPE networking gear.
AI
Source line tags angel investor and All-In co-host for quote.