Editorial companion

What stands out

On Bloomberg’s Open Interest, early Anthropic backer Anjney Midha unloaded on traditional venture capital for missing the AI wave, while Broadcom quietly lines up what could be a $60 billion debt package and Nvidia heads into earnings with expectations sky-high. That mix of public anger, private capital, and record initial public offering (IPO) talk means the AI boom is moving from speculative bets to industrial-scale finance, with debt desks, chip fabs, and underwriters now central players. The clip reminds investors that the next phase of AI leadership will be decided by capital allocation and compute economics more than product marketing.