Global investment in AI computing infrastructure continues to ramp up, with AMD announcing a record $47.5 billion bond issuance to fund expansion of its AI chip business. Market rumors suggest Anthropic plans to launch its IPO in October, with a potential valuation approaching $2 trillion, sparking widespread discussion among global tech investors. Orders for leading optical communication companies are booked through 2028, and revenue for AI computing rental services has rebounded significantly—though internal divergence within the sector is intensifying. Fluctuating liquidity expectations continue to weigh on market sentiment, as capital gradually shifts away from pure speculation and toward computing hardware and data center assets with consistent orders and stable cash flows. #GlobalFinance #AIComputing