🚨 The numbers in the AI race no longer resemble corporate budgets—they resemble national plans. Two consecutive announcements illustrate this scale. The first comes from @AMD and @AnthropicAI, who, according to the Wall Street Journal, have signed an AI server agreement valued in the tens of billions of dollars: - Anthropic will purchase up to 2 gigawatts of AMD’s latest Instinct MI450 chips, starting in the first half of 2027. - AMD will invest up to $5 billion in Anthropic, tied to deployment milestones. - AMD is even discussing financial guarantees for Anthropic’s future data center leases. The second comes from @OpenAI, which has raised its infrastructure spending forecast to $750 billion by 2030—a sum exceeding the annual GDP of most countries. Behind these figures lies the same logic: Computing power has become the strategic resource of the century, and everyone is securing their supply. AMD, meanwhile, wins on both fronts—selling its chips and taking an equity stake in its customers. 🎯 For your portfolio: The market, according to @Polymarket, assigns only a 16% probability to an AI bubble bursting in 2026, and sees Anthropic ending the year valued higher than OpenAI at 78%. Correlated beneficiaries, different sectors: $CCJ (uranium): Positive—2 GW and $750B in infrastructure demand base-load electricity. $VRT (data center equipment): Positive—every gigawatt deployed passes through its facilities. $LQD (credit): Monitor closely—these capex expenditures are funded by debt, not cash flow.