$EOSE partner Frontier Power USA was selected for a U.S. Army energy project at Tobyhanna Army Depot in Pennsylvania, combining new power generation with American-made battery storage. The project is expected to use private capital with no upfront government capital cost, while boosting grid capacity and energy resilience for the Army installation.

Anthropic has committed roughly $517B to compute over the past 11 months, adding at least 14.8GW in new contracts on top of its earlier capacity. Its annualized revenue has reportedly reached $6.5B versus OpenAI’s $4B, but Anthropic is still aggressively booking compute ahead of its expected IPO. Deals include 11GW across $AMZN and $GOOGL, plus additional agreements with $MSFT, SpaceX, Lambda, nScale, and Fluidstack.

Holy smokes. I’m about to win $100 for free. I’m in 4th place in the @WOLF_Financial tournament, which ends next Friday. I’m actually surprised because there are tons of people paying to actively trade their way up, while I’ve been sitting in the same four stocks since the start. $CRCG $CRMG $CRWG $HOOG Basically, being 2x $CRM for a week has carried the entire portfolio 🤣 You can check out the tournament or join other free ones on GameStock.

SoftBank plans to have nearly $65B invested in OpenAI by October. It is reportedly seeking another $10B loan to fund its stake, just 22 days after closing a separate $10B facility, as it works to refinance a $40B bridge loan due by March 2027.

Coinbase $COIN is introducing crypto backed mortgages in the U.S., letting borrowers pledge Bitcoin as collateral for a home down payment without selling it or facing margin calls from BTC price moves. Coinbase One members can also receive a 1% closing cost credit worth up to $10,000 through Better $BETR. Yikes?

I’m joining a fun 2-week stock competition with @WOLF_Financial and @StockMKTNewz on Gamestock. This is not real money. It’s a simulated $1M portfolio, and I split mine evenly across four 2x leveraged ETFs: $CRCG for $CRCL $CRMG for $CRM $CRWG for $CRWV $HOOG for $HOOD My thesis here is mostly technical since this is a short-term trading competition. Circle looks like it’s entering a bullish trend reversal, while Robinhood continues to benefit from strength across crypto. $IGV Software has also started catching a bid, and I think the floor is relatively high for Salesforce heading into earnings. CoreWeave already reported, but I’ll also be watching $ORCL earnings closely. Oracle has major exposure to OpenAI, and if backlog comes in stronger than expected, I think it could be another positive read-through for CoreWeave given its own large concentration with OpenAI. You can join too and compete for a share of the $1K prize pool:

$GOOGL is down almost 5% after the company said expanding its use of third-party capacity in Q3 will create modest "near-term margin" pressure as it ramps infrastructure to meet surging AI demand. The added cost comes from leasing external capacity while Google builds out more of its own internal data center infrastructure.

$MSFT previewed its in-house Cobalt 200 chip at Build, underscoring the company’s push to optimize AI and cloud workloads with custom silicon. $NVDA CEO Jensen Huang also joined the conference via livestream, highlighting the deep partnership between Microsoft and Nvidia in the AI infrastructure race.

Throwback to when $NVDA CEO Jensen Huang said investing in $SPCX, Anthropic, and OpenAI today was similar to buying $AMZN, $GOOGL, or $META more than a decade ago. Now he's calling $MRVL a "$1T opportunity," highlighting how the AI infrastructure buildout extends far beyond GPUs alone. His point was that entirely new platform companies are being created in front of us.

$NBIS was initiated at Neutral with a $250 price target by D.A. Davidson, which praised the company’s strong execution, low debt profile, and diversified AI cloud strategy. They project Nebius revenue could exceed $10.6B by 2027 as demand for AI infrastructure continues accelerating. $CRWV had its price target cut to $100 from $175 by D.A. Davidson, which cited valuation, profitability, leverage, and borrowing cost concerns despite maintaining a Neutral rating. They expect CoreWeave revenue to surpass $25B by 2027, though margin pressures and financing costs above 9% remain key risks.

$ENS EnerSys launched its new AlphaCell 4.0HP+ battery designed for outdoor and edge communications deployments, targeting improved electrochemical stability and more predictable replacement cycles in harsh environments. The company says the battery is engineered to reduce premature replacement risk and lower operating costs for telecom infrastructure deployed across hard-to-access edge network locations. The company reports earnings on Wednesday after close.

$AKAM is down almost 4% AH after they announced a $2.6B convertible notes offering split evenly between 2030 and 2032 maturities, with proceeds aimed toward expanding its Cloud Infrastructure Services business, share repurchases, and hedge transactions. The company also authorized roughly $350M in buybacks tied to the offering, signaling continued focus on capital returns while funding long-term AI and cloud infrastructure growth.

$META is reportedly planning a global round of layoffs on May 20, with cuts expected to occur in three waves beginning at 4 a.m. local time, according to internal documents. The company is also said to be restructuring around AI initiatives, including moving roughly 7,000 employees into AI-focused workflow teams while reducing layers of management and implementing broader organizational changes.

$NBIS was initiated at Neutral with a $250 price target by D.A. Davidson, which praised the company’s strong execution, low debt profile, and diversified AI cloud strategy. They project Nebius revenue could exceed $10.6B by 2027 as demand for AI infrastructure continues accelerating. $CRWV had its price target cut to $100 from $175 by D.A. Davidson, which cited valuation, profitability, leverage, and borrowing cost concerns despite maintaining a Neutral rating. They expect CoreWeave revenue to surpass $25B by 2027, though margin pressures and financing costs above 9% remain key risks.

The scale of planned AI infrastructure spending going into 2026 is honestly staggering, with hyperscalers like $AMZN, $MSFT, $GOOGL, and Meta collectively pushing toward nearly $700B+ in combined AI-related capex. The important takeaway is that this buildout continues extending far beyond GPUs alone, reinforcing long-term demand across the entire AI stack tied to compute, networking, power, memory, datacenters, and $CRWV $NBIS $IREN AI cloud infrastructure.