Morgan Stanley raises hyperscaler CapEx forecast

In this episode, we venture into latent space to examine the financial advances of OpenAI and Anthropic. Learn about the interconnectedness of funding and innovation.


Chapters
00:00 Introduction to AI Deals
01:59 Greg Brockman's AI Insights
04:19 Launch of Humane's AI System
07:20 Morgan Stanley's Spending Forecast
12:41 OpenAI and Anthropic's Strategies
16:38 Conclusion and Future Predictions

Show Links

• Get the top 80+ AI Models for $8.99 at AI Box: ⁠⁠https://aibox.ai

• How I Grow and Scale My Business with AI: https://www.skool.com/aihustle
  
  

Show Articles

Read more on AI Chat Daily:

• Brockman Says AI Wrote 80% of OpenAI Code by Month's End, Up from 20%
• Saudi-Backed Humane Launches Enterprise AI Operating System on AWS
• Morgan Stanley Lifts 2026 Hyperscaler Capex Forecast to $805 Billion
• OpenAI and Anthropic Pay Private Equity to Reach the Mid-Market Before IPO

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