Meta opens a path to raise up to $95 billion in equity for AI infrastructure
$35 billion underwritten now, up to $60 billion ATM later. Nvidia, AMD, and Broadcom signal up to $5 billion.
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Labs are slowing down
Amodei's pace-the-frontier essay is a process pledge. CapEx, product launches, and IPO clocks on the public record are still racing.
One brief a week.
New releases, then the constraint.