Microsoft yükselişte: Anthropic 44.9 milyar dolarlık taahhüdünü açıkladı

32 kaynak
en.sedaily.com
  • Microsoft hisseleri, yatırımcıların Anthropic'in yeni açıkladığı en az 44.9 milyar dolarlık taahhüdünü değerlendirmesiyle Salı günü yükselerek Pazartesi günkü düşüşün bir kısmını telafi etti.
  • Anthropic'in 2 Kasım'da dosyalanan revize edilmiş S-1 belgesi, neredeyse tamamı bilgi işlem kapasitesi için olmak üzere yaklaşık 895.4 milyar dolarlık satın alma taahhüdü ve kiralama listeliyor, CNBC bildiriyor.
  • CFO Amy Hood, çeyreklik sermaye harcamalarının 50 milyar doların üzerinde olmasını beklerken, serbest nakit akışı %27 düştü ve bu durum yapay zeka yatırımlarının getirisini temel bir test haline getiriyor.
Kaynaklar (32)
  1. 1 Oracle Rallies 6% as $20 Billion Stock and Bond Sale Clears Funding Overhang; CoreWeave Climbs 7%, Microsoft Gains 2% 247wallst.com
  2. 2 Anthropic's Spending Commitments Are Soaring Towards $1 Trillion 247wallst.com
  3. 3 Anthropic reports $17 billion in Q3 revenue, purchase commitments of $895.4 billion in revised S-1 www.cnbc.com
  4. 4 Microsoft Fiscal Year 2027 First Quarter Earnings ... www.microsoft.com
  5. 5 Microsoft stock jumps 4% as cloud growth drives earnings and revenue beat www.cnbc.com
  6. 6 Microsoft Earnings: Azure Accelerates, but Investment Returns Remain the Test www.morningstar.com
  7. 7 Anthropic’s Spending Commitments Are Soaring Towards $1 Trillion finance.yahoo.com
  8. 8 Anthropic Discloses $895 Billion in Compute Commitments | Control Plane controlplane.news
  9. 9 Anthropic's $518 billion AI buildout hinges largely on deals that cannot be canceled, filing shows reuters.com
  10. 10 Anthropic revenue growth slows, compute financing risks mount ahead of IPO rmb.reuters.com
  11. 11 Microsoft announces first quarter results - Source news.microsoft.com
  12. 12 Microsoft Stocks Rise With $44.9 Billion Anthropic Commitment Disclosed www.tradingview.com
  13. 13 EX-99.1 www.sec.gov
  14. 14 FY27 Q1 - Press Releases - Investor Relations - Microsoft www.microsoft.com
  15. 15 Microsoft beats earnings estimates, even as AI spending spree continues www.seattletimes.com
  16. 16 Microsoft reveals strong cloud growth amid financial ... www.theverge.com
  17. 17 Microsoft (MSFT) Q1 2027 Earnings Call Transcript - Yahoo Finance finance.yahoo.com
  18. 18 Azure Accelerates, but Investment Returns Remain the Test www.morningstar.com
  19. 19 Microsoft Q1 Earnings Beat Estimates as Cloud Accelerates www.zacks.com
  20. 20 Microsoft beats earnings estimates, driven by cloud growth thebrunswicknews.com
  21. 21 Microsoft Q1 FY27 slides: cloud surge drives 19% revenue ... au.investing.com
  22. 22 MSFT Microsoft Corp Company Reports www.morningstar.com
  23. 23 Microsoft Stocks Rise With $44.9 Billion Anthropic Commitment Disclosed ca.finance.yahoo.com
  24. 24 I Graded Microsoft's Latest Report on 3 Things. Here's My Verdict on the Stock. www.theglobeandmail.com
  25. 25 What Microsoft (MSFT) Said on Its Q1 Earnings Call www.tradingview.com
  26. 26 Microsoft Fiscal Year 2027 First Quarter Earnings Conference Call www.microsoft.com
  27. 27 New Draft 2026-10-29 11:10:20 www.odaily.news
  28. 28 Anthropic's compute and data centre bill casts doubt on $2 trillion IPO valuation finance.yahoo.com
  29. 29 Anthropic's new IPO filing puts its computing bill near $900 ... finance.yahoo.com
  30. 30 Microsoft Stocks Rise With $44.9 Billion Anthropic Commitment Disclosed finance.yahoo.com
  31. 31 Q3 revenue hits $16.96bn, spending commitments reach $895.4bn www.financialexpress.com
  32. 32 Navigating MSFT Volatility: Leveraged Strategies for Microsoft’s AI Capex Shift etfdb.com
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