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The Decoder

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August 11, 2026 at 8:49 AM ET

Anthropic's planned mega-IPO faces investor skepticism over Chinese rivals and political headwinds

Anthropic is preparing an IPO for September or October, according to the Wall Street Journal, potentially the largest ever. During investor meetings, the company, valued at $965 billion, is fielding tough questions about Chinese competition, tensions with the Trump administration, and protests against data center construction. The company's IPO valuation will likely set the benchmark for how the entire AI industry gets valued.

Data Centers Benchmarks & Research Capital, Financing & M&A
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August 9, 2026 at 5:26 AM ET

AI's energy appetite drives Nvidia and Amazon to pour billions into massive power infrastructure

The AI industry's hunger for power keeps growing. Nvidia is investing up to $3 billion in Lancium, a power infrastructure developer that already has four gigawatts under contract in Texas. Amazon, meanwhile, is building a gas-fired power plant in the state with a capacity of up to 7.65 gigawatts that could emit 33 million tons of CO2 per year, making it the dirtiest in the country.

GPU Systems Power & Cooling Capital, Financing & M&A
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July 30, 2026 at 8:47 AM ET

FCC bans new Chinese robots and power inverters to protect US AI buildout from foreign threats

The FCC is blocking imports of new Chinese humanoid robots and robot dogs. But the rule's broad definition also sweeps in Roombas, robotic lawn mowers, and delivery bots.

Power & Cooling
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The Decoder

Anthropic's planned mega-IPO faces investor skepticism over Chinese rivals and political headwinds

AI's energy appetite drives Nvidia and Amazon to pour billions into massive power infrastructure

FCC bans new Chinese robots and power inverters to protect US AI buildout from foreign threats