これはほんとにそうなったらAI界隈激震だな。アンソロはチンポコってことでしょ。
BREAKING: Anthropic is now expected to receive a "high junk" rating from major credit rating agencies after its IPO, which could come as soon as November, per FT.
Details include:
1. Blackstone has told investors that Anthropic likely will not receive an investment-grade rating immediately after its IPO
2. Blackstone is working with banks that stumped up financing on selling the debt on to other investors
3. An investment-grade rating is "central" to Anthropic's ability to continue its AI buildout
4. The company says it expects to spend over $800 billion on computing infrastructure between now and 2045
Debt markets are increasingly in the spotlight as AI funding becomes less abundant.
高確率で当たると思う。
目先の月曜日はサンディスク同様にキオクシアも11000円台まで下げる。そのあとFVGのピンク色のゾーンまで下がります（しっかり窓もある）。
でも、そこが大底で、しばらく揉んだあと、上昇するでしょう。
とにかく今含み損の人は早めに撤退するべき。本当に借金地獄になる。
