Robert Cerny @Robert_Cerny: "📜 Morning Recap📜 ☁️ Anthropic..."

Czech Republic

📜 Morning Recap📜 ☁️ Anthropic increases investment in Google Cloud, Alphabet continues to accelerate in the cloud Anthropic plans a massive investment in Google Cloud infrastructure, further strengthening the strategic connection between model companies and hyperscalers. Alphabet also reports strong growth in its cloud business — a trend that confirms that AI demand is increasingly concentrated in large cloud platforms. 🏗️ Microsoft's megaproject in Kenya stalled The construction of Microsoft's giant data center in Kenya has stalled due to regulatory and community disputes. For investors, it is a reminder that the global expansion of AI infrastructure is encountering local limits — from permitting processes to geopolitics. 🌱 Tech sector rethinks climate strategies Microsoft has temporarily suspended purchases of carbon credits, indicating a broader trend: technology companies are reviewing their climate commitments in the environment of increasing energy intensity of AI. Investors are watching to see if the sector shifts from offsets to direct investments in energy infrastructure. 📊 US inflation (CPI) is due today Markets await the release of the US CPI, which could affect interest rate expectations and sentiment on risky assets in the short term. This is a key macro signal for investors this week. 🎬 Texas sues Netflix for alleged user tracking Texas has filed a lawsuit against Netflix for alleged unauthorized data collection. The case fits into a broader trend of tightening regulation of digital platforms and could have implications for the legal framework for streaming services. 🪙 UAE allows payments for government fees in crypto The United Arab Emirates has officially opened the possibility of paying government fees in cryptocurrencies. This is another step in the institutionalization of digital assets in the region, which is emerging as one of the global centers for blockchain and fintech. 🏛️ Fox News: Trump considering Venezuela as 51st US state According to Fox News, President Trump is reportedly considering Venezuela as a new US state. The news is politically sensitive and its real-world implications are unclear, but it could increase volatility in Latin American assets in the short term. 📈 Anthropic heads for record pre-IPO valuation Anthropic’s pre-IPO market-derived valuation has risen to $1.4 trillion — +40% in the last 24 days. This growth underscores the extreme demand for AI infrastructure and investors’ expectations for long-term monetization of foundation models. Thank you for reading, liking, and commenting. Good morning everyone. Robert popular investor This article is for informational purposes only and does not constitute investment advice. Invest with caution. $MSFT (Microsoft) $BTC $NFLX (Netflix, Inc.) $GOOGL (Alphabet Inc Class A)

Not investment advice. The author may have financial interests in the mentioned instruments.