Goldman Sachs warns AI capex dynamics are 'unprecedented and unsustainable' with only chip makers profiting; the SOX index is up 62% YTD while hyperscalers post losses.
Anthropic's $1.5B JV with Goldman Sachs and Blackstone shifts its model from AI API provider to vertically integrated operating layer for financial services.
Anthropic ships 10 Claude agents for financial services and forms a $1.5B JV with Goldman Sachs and Blackstone as Wall Street's new operating layer.
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