Morning Briefing

- NVIDIA and six major investors created financing platforms intended to attract more than $500 billion for AI data centers and compute. - OpenAI’s reported revenue run rate has reached about $70 billion, but power shortages remain a major constraint on further infrastructure expansion. - Oracle is changing how it finances and builds data centers to avoid construction delays, according to Bloomberg. - Recent model releases include Mistral Large 4 in public preview, Claude Haiku 5.5, Gemini 4 Argon and GPT-6.1 Sol, adding demand for training and serving capacity.