Wall Street enthusiasm is building around SpaceX ahead of a potential IPO, while Google is reportedly backstopping Anthropic data centers as AI infrastructure deals become more interconnected. The article points to strong investor demand and continued capital formation in AI-related infrastructure, with the main catalyst being the market’s anticipation of SpaceX’s public debut.
Wall Street enthusiasm is building around SpaceX ahead of a potential IPO, while Google is reportedly backstopping Anthropic data centers as AI infrastructure deals become more interconnected. The article points to strong investor demand and continued capital formation in AI-related infrastructure, with the main catalyst being the market’s anticipation of SpaceX’s public debut.
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mildly positive
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