AI hype to AI economy. Exploring the companies, infrastructure, and trends shaping what's next. Social Media Guidelines: https://nitter.cf/t.co/nO3uZMoUDA
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Goldman Sachs published a primer on 800VDC power for data centers. One detail stands out: power per server rack has been surging from tens of kilowatts to over 1MW, which is 1,000 kilowatts. Here's what that means. (1/6)
Harbor's actively managed 800VDC AI Datacenter Ecosystem ETF ($HUMM) seeks exposure to companies believed to be tied to this shift. (5/6)
Risks to know: HUMM is new with limited operating history, and its thesis depends on 800VDC being adopted. Principal loss is possible. Read the prospectus before investing: harborcapital.com/etf/humm(6…
SpaceX spent $19.6B on capex last quarter. Revenue? $14.6B.
That gap says a lot about the scale of the AI buildout.
And SpaceX isn't alone. Earnings from Meta and Tesla reveal different approaches to funding the infrastructure behind AI.
Here's what stands out. (1/6)
Beyond earnings, the AI ecosystem keeps expanding.
OpenAI and Google Cloud announced plans to offer OpenAI models through Google's Model Garden.
Meanwhile, Anthropic and Nscale are reportedly discussing another $45B compute deal.
Different partnerships. Shared infrastructure needs. (5/6)
Here's the bigger picture:
AI labs may compete on models, but they depend on many of the same inputs: chips, power, data centers and capital.
The question isn't just how much companies are spending. It's whether that investment can translate into sustainable returns.
Which number stands out to you? (6/6)
Anthropic just made its IPO filing public. The S-1 shows $16.3 billion of revenue in the first half of 2026, up from $1.2 billion a year earlier. That’s about 14x, and it shows how quickly the business behind Claude is scaling. (1/5)
Those are spending plans over many years, not money already spent. Financing and delivery are central to making them happen. (4/5)
Harbor’s Anthropic AI Lab Ecosystem ETF ($ANTW) seeks to provide exposure to that ecosystem. As of October 23, the fund held 8.1% in Alphabet, 6.9% in Amazon and 6.3% in Microsoft. These holdings connect Claude’s growth with companies providing the capacity to run its models and serve its customers. Learn more: harborcapital.com/etf/antw/ (5/5)
Salesforce agreed on October 20 to buy Braze for about $5.66 billion in enterprise value (a measure of a company's total value, including debt). Braze helps brands send personalized messages through apps, websites, email and texts. Why does that matter for AI agents? (1/6)
Harbor's Anthropic AI Lab Ecosystem ETF ($ANTW) held 5.0% in Salesforce as of October 19. That connects the fund to Claude's enterprise adoption through a company that already has customer data, business workflows and distribution. (5/6)