Document: SpaceX proposes a $55B investment to build a Terafab chip facility in Grimes County, Texas, with potential total capital expenditures reaching $119B

@cnbcfastmoney: $GOOGL overtaking $NVDA is the most valuable company in the world after hours on reports that Anthropic will commit to spending $200B on cloud and chips @TimSeymour, @grassosteve , Julie Biel, and Empower Investments Chief Investment Strategist Marta Norton break down what it News tonight with Anthropic and Google's deal announced is that it's 40% of Google's backlog and now The Information is saying those two frontier labs account for 50% of the backlog at all the major CSPs. Surely someone has done the math to compare estimates? Comparing apples to oranges here because there is A LOT of differences between these tech megacaps and ORCL, but when the OAI dependency was flagged at ORCL during their rapid backlog growth, market got pretty upset for a while...