Story thread
The AI investment boom
Spending on artificial intelligence lifts chip exports and business investment, and draws record sums of new shares, debt and leases to pay for it.
The story so far, oldest first
- 27 Oct 2026Anthropic files to go public: how the AI boom is being paid forAnthropic reported revenue of $16.3bn in the first half of 2026, up from $1.2bn a year earlier, and a net loss of $80.7bn, of which about $72bn was a non-cash accounting charge. It plans to list on Nasdaq.United States · Link 5 · Real economy · In the chain
- 27 Oct 2026South Korea grows 1% in a quarter on chips, but households cut backGDP grew 1.0% in July–September, against 0.8% expected. Facility investment rose 4.1% and government spending 1.9%, but private consumption fell 0.2%. The Bank of Korea held its rate at 3.00% last week.Asia-Pacific · South Korea · Link 5 · Real economy · Effect