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Spezia Daily is a free five-minute read on what moved in AI: models, money, chips, power and policy. Every story links to its source, and every figure is checked against it.
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Thursday, November 12, 2026 · 3 min read
CoreWeave: OpenAI up to $6.5B, Meta up to $21B, AI capex $2.4T in 2027
CoreWeave's 10-Q reveals OpenAI and Meta commitments, while Gartner sees AI infrastructure at 59% of spending. Anthropic's IPO looms and compute prices surge.
- CoreWeave says OpenAI committed up to $6.5 billion and Meta up to $21 billion
- Gartner forecasts AI infrastructure spending of $2.4 trillion in 2027
- Anthropic reportedly plans to set IPO valuation range this week
- AI compute prices jumped 48% as demand outstrips supply
- US midterm voters backed data center restrictions in 40 of 41 local measures
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