$IREN has Dell purchase agreements in place for 150k GPUs at fixed pricing. $5.8B for the Microsoft deployment and $3.5B for the B300 expansion. Payments are on delivery. The supply is secured.

- Iran didn't control the Strait of Hormuz, now it does
- Iran's oil was sanctioned, now it isn't
- Iran was not building a nuclear weapon, now it will
- US bases in the Gulf were assets, now they're liabilities
- Inflation was declining, now it's rising
- No more wars became WW3

🚨 JAPAN TO INVEST UP TO $40B IN U.S. NUCLEAR

Japan plans to fund small modular reactors across Tennessee and Alabama through GE Vernova Hitachi Energy.

Power is now the biggest bottleneck for data centers, with grid constraints slowing new AI capacity.

SMRs could be a key solution as AI demand explodes.

Peter Beck’s annual letter makes it clear that $RKLB is evolving into a broader space infrastructure platform with growing backlog, deeper defense exposure & multiple growth engines.

Rocket Lab is entering 2026 with real momentum behind Neutron, deeper national security relevance & a stronger vertically integrated stack after the Mynaric deal.

$AVGO signed a long-term deal with $GOOGL to develop future TPUs and supply networking and other components for Google’s next-gen AI racks through 2031.

Broadcom also said Anthropic will gain access to about 3.5 GW of TPU compute starting in 2027.

$UNH/USDT H2 #Indicator #Signal #Trading #GlobalOneAI

US company XDOWN has developed the STUD: 44.5 cm long, 2.7 kg MTOW, 0.77 kg payload, 305 km/h, 64 km range, 17 min flight. One soldier can reportedly carry 8–12 in a backpack. Modular design reportedly supports ISR, EW, recon, counter-drone tasks.

#UAV #Drones #STUD #XDOWN

🚨There are 4 human beings in space flying around and observing the far side of the moon right now

$AVGO/USD H2 #Indicator #Signal #Trading #GlobalOneAI

Anduril Launched Effects Inform, Expand U.S. Army Apache Capabilities

New Test Footage: AH-64 Apache attack helicopter executes rocket-powered launch of Altius-700.

This is the first time an Apache has employed a launched effect.

Artemis Il has officially surpassed the distance record set by Apollo 13, making these astronauts the farthest humans have ever traveled from Earth

$MP $UUUU $UAMY $USAR $AREC $CRML | Namibia unveils a new high grade critical mineral discovery at the Uis Project.

Askari Metals confirms a 2.2KM trend of tin, lithium, and tantalum, with peak results solidifying the nation's status as a top tier global mining hub.

$OKLO $SMR $NNE $LEU $UAMY | DOE requests $53.9B for FY27, with $45B earmarked for nuclear energy and defense.

The NNSA receives a 12% boost to $32.8B for warhead modernization, while a new $3.5B Baseload Power fund targets rapid SMR and nuclear deployment.

$ASTS $RKLB $RDW $VOYG $PL | Argotec officially inaugurated its $25M satellite factory in Melbourne, FL, to meet surging U.S. defense and civil demand.

The vertically integrated hub scales Italy’s high volume manufacturing model for high priority American missions.

$MU $WDC $STX $SNDK $AMAT | Tesla and SpaceX officially launch Terafab.

A $25B joint venture with xAI that integrates logic, memory and packaging under one roof to build the chips required for a "galactic civilization."

$IREN $NBIS $WULF $CIFR $BITF | Australian property giant Stockland accelerates Sydney’s AI boom with a new hyperscale data center in Macquarie Park.

Partnering with EdgeConneX, the firm is repositioning industrial land to meet the exploding demand for HPC and data centers.

$META $BABA $GOOGL $AMD | Meta is shifting to a "hybrid" AI strategy, launching its first frontier models under the leadership of Alexandr Wang.

Open source remains a core pillar, yet the powerful "Avocado" and "Mango" models will debut as closed source to lead in AI safety.

$RKLB $ASTS $RDW $VOYG $PL | SpaceX is set to redefine capital markets with a record breaking, retail focused IPO, targeting a $1.75T valuation.

CFO Bret Johnsen confirms a historic retail allocation, with a massive global roadshow and prospectus launch slated for late May.

$CNC $UNH $OSCR $ELV $HUM | Medicare Advantage providers benefit as the U.S. government finalizes a 2.48% rate hike for 2027.

This $13B increase provides critical revenue relief, offsetting rising medical costs and securing sector stability.

$AVGO $IREN $NBIS $CIFR $BITF | Broadcom and Google solidify a massive long term agreement through 2031 to develop future generations of custom AI chips.

This partnership with Anthropic secures the critical infrastructure required for the next decade of AI scaling.

Anthropic just announced it has crossed $30 billion in annualized revenue, and it is only the beginning of April.

Two months ago, that number was sitting at $14 billion.

Before that, it was $9 billion at the end of 2025 and it was barely $1 billion in late 2024.

The growth curve has gone from impressive to nearly vertical in the span of a single year.

Also, Anthropic just signed the largest compute deal in the company's entire history.

They have locked in multiple gigawatts of next-generation TPU computing power through a three-way agreement with Google and Broadcom, with that capacity coming online starting in 2027.

To understand the sheer scale of what that means, the average American nuclear plant generates roughly one gigawatt of power.

Anthropic is reserving more than three times that amount in pure computing electricity, dedicated entirely to running its AI models.

The really striking part is not the size of the deal but rather the diversity of the hardware strategy behind it.

Anthropic trains and runs Claude simultaneously on AWS Trainium chips through Project Rainier, on Google TPUs manufactured by Broadcom, and on NVIDIA GPUs across multiple data centers.

Claude is now the only frontier AI model in the world available on all three of the largest cloud platforms at once: Amazon Web Services Bedrock, Google Cloud Vertex AI, and Microsoft Azure Foundry.

That kind of multi-cloud, multi-chip architecture is not an accident but a deliberate hedge against supply bottlenecks and a signal of how seriously Anthropic is treating infrastructure as a competitive weapon.

Back in December, Broadcom's CEO revealed a mystery customer had placed a $10 billion custom chip order and then quietly disclosed it was Anthropic.

That was followed almost immediately by another $11 billion order in the same quarter.

Now the total commitment has expanded again with this new multi-gigawatt deal set to come online in 2027.

Broadcom CEO Hock Tan has told investors the company expects to generate close to $100 billion in AI chip revenue in 2027, with Anthropic as one of its primary drivers.

The customer growth numbers are the most alarming signal of all for Anthropic's competitors.

When Anthropic raised $30 billion at a $380 billion valuation in February, it disclosed that 500 business customers were each spending over $1 million per year on Claude.

Today, less than two months after that announcement, that number has already doubled to more than 1,000 enterprise customers at that same spending threshold.

Eight of the Fortune 10 companies are already running critical workloads on Claude, which means the world's most powerful corporations have quietly made Anthropic a core piece of their operations.

The forecast that looked wildly optimistic in January is now starting to look like it may be too conservative.

Internal projections earlier this year suggested Anthropic might reach $18 billion in annual revenue for all of 2026.

The company has already blown past that figure as a run rate before the second quarter has even started.

Its own bullish internal forecast called for $55 billion in 2027, a number that, at the current trajectory, no longer sounds like science fiction.