infrastructure
Private credit, just recently one of the hottest asset classes for institutional investors to park their money, is losing ground to other strategies, according to a new report from Canoe Intelligence.Private credit accounted for 6.8% of institutional investors’ alternative-asset holdings in the fourth quarter of 2025, down from 9.7% December…
In early December, Anthropic’s CEO, Dario Amodei, suggested that some rivals were overextending themselves in AI compute. Loading audio narration… “There are some players who are YOLOing,” Amodei said, hinting that rival OpenAI had signed too many AI compute deals and might struggle to afford them.But as demand surges and…
