Anthropic $30B at $900B + Google/Amazon $65B+ + xAI compute + $1.2T val talks + Oct IPO + TeraWulf $19B lease + $47B revenue run rate

$30B at $900B pre-money from OpenAI-linked investors; Iconiq/Amazon $25B + $100B AWS + Google $40B + $200B Cloud/chips; xAI Colossus; $1.2T talks ($47B ARR); $1.25B/mo compute deal with xAI; Gates $200M; Oct IPO. New: TeraWulf $19B data center lease for 401MW AI campus, 20-year term, shares up 85% YTD. Signals massive compute demand and bitcoin miner shift to AI hosting. Institutional investors increasingly bypassing traditional funds for direct AI coinvestments. Revenue run rate now $47B, up from $40B. Frontier AI labs funding report shows $242B+ in 12 months, median round $1.03B, North America 98.29%, late-stage 96.19% — reinforcing concentration.