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Anthropic’s Run Rate: from 9 to 30 Billion in a Year, the Demand Curve Explained

AI Infrastructure & Emerging Technology Edmon Agron -
The Anthropic run rate curve, dated: revenue from 9 to 30 billion in a year, the customer cohort doubled, the Series G that paid for it all.

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What Is an AI Factory? the Term Redefining the Data Center, Explained

AI Infrastructure & Emerging Technology Edmon Agron - 0
AI Factory defined and dated: the 100k-GPU agentic production plant vs the data center - Vera Rubin full production, 800-VDC pods, opened Oct 12.

How AI Inflated Your RAM Bill: the Memory Shortage Explained

AI Infrastructure & Emerging Technology Edmon Agron - 0
Memory Shortage explained: AI's HBM appetite drove DRAM up 400% (JPM), RAM prices +89% a quarter, PCs +17% - the 2027 relief calendar.

The November Rotation: Where the Money Goes After the Best Dow Day in 18 Months

Digital Economy, Business & Finance Edmon Agron - 0
The November Rotation: Where the Money Goes After the Best Dow Day in 18 Months The tape (November 4): the Dow soared 1,500 points for...

Bitcoin Rebounds Above $80,000: What Investors Should Know

Digital Economy, Business & Finance Edmon Agron - 0
Bitcoin Rebounds Above $80,000: What Investors Should Know Bitcoin rebounded above $80,000 on November 4, 2026, after a volatile week that included a major security...

Palantir Stock Fell Two Sessions After Record Results: What Investors Should Actually Weigh

Digital Economy, Business & Finance Edmon Agron - 0
Palantir Stock Fell Two Sessions After Record Results: What Investors Should Actually Weigh Q3 2026 (quarter ended September 30; released after the U.S. market close...
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